Customer Success Specialist - Remote (Boca Raton, FL; ...)

ProfitSolv is a SaaS business services provider for the legal and accounting industry. We are looking for a Customer Success Specialist to join our growing team!  

As the Customer Success Specialist you will help support cross-business customer success function needs and drive success in key critical cross-business units' organization. You will help bridge departments including customer success, finance, technology, support to help facilitate various tasks including account changes, account receivables, downgrades, cancellations, client escalations and outreach as part of our client retention initiatives.

What we provide:  

• Opportunity to Invest in Your Future. We offer a 401K match.  
• Paid Time Off. Enjoy paid time off and paid holidays.  
• Great Coverage. Take advantage of health, dental, and vision HSA and FSA policies.  
• A Great Team. Collaborate with smart, curious, hardworking individuals.  
• Performance Compensation. Be rewarded for your hard work with performance-based merits.  
• Remote Work. Want to work from home? No problem! 

As an Customer Success Specialist, you will: 

• Act as an advocate between clients and the company when needed for identified or assigned accounts.
• Monitor key revenue generating activities specific to accounts receivables, account cancellations, changes, renewals, and/or research when assigned or as needed by BUs.
• Identify a need for upselling and cross-selling payments or other add on products when opportunity arises during research or customer contact.
• Enter information into customer success tools and databases.
• Ensure all deadlines and standard response times are met.
• Implement projects, procedures, and customer touchpoints to ensure overall customer satisfaction.
• Identifying and communicating process gaps and working with leadership and cross-functional leads to identifying potential enhancements and innovative solutions.
• Maintain an open cross-functional communication that supports the culture of One Profit Solv
• Other duties as assigned by leadership.

This position follows established policies and procedures to keep confidential information secure. 

 
A great fit for this position has: 

• Prior experience cultivating positive, long lasting, working relationships with customers and coworkers.
• Effective communication skills and a high level of professionalism.
• Understanding of customer service tools and processes.
• Prefer experience working with customer databases and CRMs.
• Experience working with a customer success platform preferred.
• Strong verbal communication skills, and good voice quality and tone.

Additional Desirable Qualifications 

• Excellent written and verbal communication skills
• Strong time management skills
• Strong initiative and sound decision-making ability
• Ability to sit for prolonged periods at a desk and work on a computer.
• Must be able to lift up to 15 pounds at times.
• Ability to handle stress
• Ability to meet work deadlines

Our commitment to you: 
 
At ProfitSolv, we are committed to being a diverse and inclusive workplace as an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. We embrace a diverse group of backgrounds and experiences to connect with clients, solve problems, and innovate. 
 
Work location:  Remote – U.S. only 

This is a full time position