Client Success Specialist

Task Buddie is seeking Client Success Specialists to join our growing team. In this role, you’ll manage relationships with new and existing clients, ensuring a successful onboarding experience while identifying opportunities for account growth and long‑term retention. You’ll act as a trusted point of contact, helping clients maximize value from Task Buddie’s services while supporting revenue growth through upsells and renewals.

• 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

• 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

• Competitive base salary plus performance‑based bonuses and incentives
• Comprehensive benefits including medical, dental, vision, 401k, and paid time off
• Full training and ongoing coaching to support your success
• A collaborative, growth‑focused culture where your impact is visible and rewarded