Customer Success Consultant

About Us

Predictive Sales AI is at the forefront of transforming the home services industry with AI-driven software. We empower businesses to make smarter decisions, increase efficiency, and unlock new growth opportunities. As part of our growth, we are seeking an experienced accountant who thrives in a fast-paced, innovative environment.

Location:

Boca Raton, FL-Remote/Hybrid

Predictive Sales AI is at the forefront of transforming the home services industry with AI-driven software. We empower businesses to make smarter decisions, increase efficiency, and unlock new growth opportunities. As part of our growth, we are seeking an experienced accountant who thrives in a fast-paced, innovative environment.

Are you passionate about supporting business growth through innovative products that are reshaping the industry? At Predictive Sales AI, we're revolutionizing the home services market with cutting-edge AI-driven software, and we’re looking for a talented Customer Success Consultant to join our dynamic team. If you're passionate about advancing financial practices while supporting tech-focused clients, we want to hear from you!

We don't just deliver software – we are at the forefront of a customer experience revolution, providing cutting-edge solutions and comprehensive support to transform our clients into thriving, long-term partners. If you're passionate about driving results, engaging with clients, and adapting to ever-evolving needs, we want to hear from you.

As a Customer Success Consultant at Predictive Sales AI, you'll have the opportunity to guide a diverse portfolio of PSAI clients through onboarding, adoption, and ongoing growth, combining your relationship-management expertise with our training to create measurable value. You'll work alongside a team of industry experts and contribute directly to shaping the future of the home services industry.

• Own the Client Lifecycle:
  Collaborate with clients from kickoff through renewal to design and execute success plans that align with their business goals, ensuring long-term retention and growth. Push clients to take the right steps to maximize their return on our software.
• Onboarding & Implementation:
  Partner closely with our onboarding team to guide new clients through implementation of our AI-driven software. Ensure a smooth, timely launch, configure accounts to client needs, and set clear expectations for early wins and adoption.
• Build and Nurture Partnerships:
  Create and cultivate valuable, trust-based relationships with key client stakeholders and decision-makers. These strong partnerships are vital for driving product adoption, uncovering expansion opportunities, and building brand advocacy.
• Product Adoption & Training:
  Conduct thorough onboarding and ongoing training sessions to identify opportunities for deeper platform usage. Ensure that clients follow best practices to get the most value from our features, drive engagement, and support their teams effectively.
• Performance Analysis & Health Monitoring:
  Regularly assess key performance indicators (KPIs), usage data, and account health scores. Based on insights, implement strategies to improve client outcomes, reduce churn risk, and drive higher retention and measurable results.
• Proactive Success Best Practices:
  Ensure all client interactions follow a proactive, consultative approach. You will focus on delivering long-term value that maintains a client's positive relationship with Predictive Sales AI.
• Collaborative Approach:
  Work closely with our onboarding, support, product, and sales teams to optimize the client experience, resolve issues, and improve adoption and renewal pathways.

• Strong analytical and problem-solving abilities.
• Highly organized, with a keen eye for detail and accuracy.
• Excellent oral, written, and interpersonal communication skills.
• Demonstrated ownership and follow-through on tasks.
• Customer service-focused with a solution-oriented approach.
• Professional demeanor and composure.

• Bachelor's Degree in Business, Communications, Marketing, or a related field.
• 2-+…