Customer Success Specialist

Job Description

We are seeking a dynamic and client-focused Customer Success Specialist to join our team. The Customer Success Specialist will be responsible for ensuring the satisfaction and success of our clients by providing proactive support, guidance, and solutions tailored to their individual needs.

The ideal candidate will have a strong background in customer service, excellent communication skills, and a passion for helping others succeed.

SCHEDULE : Monday - Friday, 9 : 00AM - 5 : 00PM

SALARY : $22 -$24 / hourly DOE

LOCATION : North Andover, MA (on-site)

WHAT YOU'LL DO :

• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and providing assistance in a timely and professional manner.
• Build and maintain strong relationships with clients, understanding their goals, challenges, and priorities to deliver personalized support and guidance.
• Proactively identify opportunities to add value and enhance the client experience.
• Collaborate with internal teams, including accounting, tax, and advisory, to coordinate efforts and deliver integrated solutions that meet client needs.
• Conduct regular check-ins with clients to assess satisfaction, gather feedback, and identify opportunities for improvement.
• Utilize CRM software to maintain accurate client records, track interactions, and monitor progress towards client goals.
• Assist with onboarding new clients, ensuring a smooth transition and setting clear expectations for the partnership.

WHAT YOU'LL NEED :

• 2+ years of experience in customer service or account management, preferably in the financial services or professional services industry.
• Strong interpersonal skills with the ability to build rapport and communicate effectively with clients and colleagues at all levels.
• Proactive and solutions-oriented mindset, with the ability to anticipate client needs and take initiative to address them.
• Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines effectively.
• Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and CRM software.
• Bachelor's degree in business, accounting, finance, or related field preferred.

BENEFITS :

• Competitive salary commensurate with experience.
• Tuition reimbursement for higher education or certifications
• Comprehensive benefits package including health insurance, retirement savings plan, and paid time off.
• Opportunities for professional development and career advancement within a growing firm.
• A collaborative and supportive work environment with a focus on work-life balance.

Interested candidates should contact Jim Sudak at or call / text his desk at (603) 803-3935 for immediate consideration.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.

We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

To apply please email your resume to [email protected]