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About the Role
Task Buddie is seeking Client Success Specialists to manage client relationships, ensure successful onboarding, identify growth opportunities, and drive long-term retention. You will act as a trusted point of contact, helping clients maximize value and supporting revenue growth through upsells and renewals.
Responsibilities
- Serve as the primary point of contact for assigned client accounts
- Guide new clients through onboarding and early-stage success milestones
- Build strong relationships by understanding client goals, needs, and challenges
- Identify opportunities for account expansion, upgrades, and additional services
- Conduct regular check-ins and follow-ups to maintain engagement and satisfaction
- Track client activity, conversations, and growth opportunities in CRM systems
Requirements
- Experience in client success, account management or sales roles preferred but not required
- Strong communication, relationship-building, and problem-solving skills
- A consultative, sales-minded approach focused on long-term client value
- Highly organized with the ability to manage multiple client relationships
Skills
- Communication
- Relationship-building
- Problem-solving
- Consultative approach
- Sales-minded approach
- Organization
- Client management
Salary/Compensations
- Competitive base salary plus performance-based bonuses and incentives
Benefits
- Medical
- Dental
- Vision
- 401k
- Paid time off
- Full training
- Ongoing coaching
About the Company
- A collaborative, growth-focused culture where your impact is visible and rewarded