[Hiring] Client Success Support Specialist @US Job Finders

Role Description

US Job Finders is seeking an organized, tech-savvy Client Success Support Specialist to support the Client Success team at a U.S.-based marketing and technology company that serves dental practices. This is an entry-level, support-focused position. You will work alongside the Client Success Directors and the Client Onboarding team, helping them stay organized, prepared, and responsive so that clients stay happy and renew.

• Keep projects and CRM records moving in Wrike and HubSpot.
• Build client-facing presentations and product reports.
• Keep the team’s resources organized.
• Step in as backup for onboarding and billing tasks.
• May be assigned one or two client accounts as you grow.

Qualifications

• 2+ years of customer service experience.
• Fluent spoken and written English, with strong, professional communication skills.
• Intermediate skills in Microsoft Excel or Google Sheets and in CRM software.
• Strong organizational and analytical skills, with close attention to detail.
• Comfortable supporting busy senior leaders and responding quickly to requests.
• Quick learner who picks up new software and processes easily.
• Bachelor’s degree, or an equivalent combination of education and work experience.
• Ability to work Central Time business hours and travel up to 10–20% of the time.
• Experience in at least two of the following areas: customer service, client success, project management, CRM reporting, digital marketing, marketing analytics, dental practice management, payment processors or gateways.

Requirements

• Support the Client Success Directors and their teams with day-to-day tasks, follow-ups, and requests from the COO and CS leadership.
• Assist with project management tasks in Wrike and CRM tasks in HubSpot, keeping records current and accurate.
• Support the New Client Onboarding team as needed.
• Maintain the Client Success team’s information repository in Google Drive.
• Provide “out of office” coverage for the CS Directors and the Client Onboarding Manager.
• Plan and coordinate travel arrangements for in-person team meetings.
• Handle one or two assigned client accounts, with guidance from the CS Directors.
• Learn the company’s marketing products and be able to explain them clearly.
• Prepare client-facing slide decks on marketing analytics and on dental practice operations for the CS team.
• Create product-specific reports for OTT, Pre-Roll, and Direct Mail campaigns.
• Help prepare renewal proposals and other sales decks.
• Learn the Practice Assessment Tool and Fee Schedule Review.
• Maintain training materials for these tools.
• Assist the Onboarding team with installing Veritas data connections.
• Check that Veritas data connections stay current for existing clients.
• Become the team’s go-to person for HubSpot.
• Track churn, renewals, and upsells in HubSpot.
• Attend the weekly CS leadership churn meeting.
• Serve as backup to the client billing specialist.
• Update client billing subscriptions and apply bill credits as needed.
• Follow up on past-due accounts as part of the accounts receivable process.
• Train internal users on billing and payment gateway platforms.

Benefits

• Full-time, 100% remote position with a U.S.-based company.
• Competitive compensation based on experience.
• Hands-on training and support from the Client Success team.
• Direct exposure to senior leaders and to the day-to-day work of a client success organization.
• Quarterly performance reviews.
• Room to grow as the team grows, including potential for more responsibility and client ownership.