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Client Success Specialist

Client Success Specialist

BotkeeperSan Francisco, CA, US
1 day ago
Job type
  • Full-time
Job description

Client Success Role At Botkeeper

Client Success at Botkeeper isn't a support functionit's a growth function. We're looking for seasoned operators who treat client health like a science and a craft. You'll be the strategic point of contact for our customers, owning onboarding, enablement, inbound support, engagement, and retention.

Support at Botkeeper isn't offloaded to a random queueit's handled by the same person who understands the client best : you. The right person doesn't wait for a ticket or a red flagthey see it coming a mile away and act before it becomes a problem.

Your success will be measured by the success of your clients. This role is ideal for someone who thrives on building relationships, crafting success plans, and driving long-term outcomesnot just solving short-term problems.

What You'll Own

  • Leading new client onboarding and training with a strong strategic foundation (not just walking through features).
  • Owning ongoing account health by proactively identifying risks, opportunities, and growth potential.
  • Handling inbound support requests directlybecause you know the client, their goals, and their history better than anyone.
  • Creating and delivering tailored training and enablement that aligns with client goals.
  • Building deep, consultative relationships with your book of business.
  • Collaborating cross-functionally with Sales, Product, and Support to deliver a seamless client experience.
  • Using HubSpot Service Hub to manage touchpoints, track health metrics, and drive insights.
  • Translating qualitative feedback into product and process improvements.
  • Developing and executing client success plans that ensure adoption, satisfaction, and long-term retention.

What You Bring

  • 3+ years in a Customer Success, Account Management, or Strategic Support rolepreferably in SaaS.
  • A proactive mindset : you don't wait for churn signals, you prevent them.
  • Excellent communication skills with the ability to build trust and influence outcomes.
  • Experience onboarding and training clients with a focus on business impact.
  • Comfort navigating the nuances of B2B relationships.
  • Strong EQ and an analytical approach to client health and success metrics.
  • Familiarity with accounting workflows or working with CPA firms (nice to have).
  • Experience with HubSpot (or similar CRM / CS tools) is a plus.
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    Client Specialist • San Francisco, CA, US

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