Customer Success Specialist

Are you passionate about helping customers succeed while driving growth and expanding revenue? We're looking for a Customer Success Specialist located in Georgetown, TX who thrives at the intersection of relationship management and sales. In this role, you'll be the primary point of contact for a portfolio of clients, helping them unlock the full value of our product while identifying new opportunities for upsell, renewal, and long-term retention.

This is more than support - it's about driving client outcomes and growing revenue through strategic conversations, strong rapport, and a deep understanding of customer goals.

What You'll Do

• Own and manage a book of business, serving as the trusted advisor and point of contact for each client
• Proactively engage with customers to ensure satisfaction, product adoption, and ongoing return on investment
• Identify expansion opportunities such as upsells, add-ons, or feature upgrades, and collaborate with the sales team to close
• Lead renewal conversations with a focus on long-term value and retention
• Track customer health, usage metrics, and satisfaction scores to flag risks and intervene early
• Deliver onboarding, product training, and strategic check-ins to drive client success
• Collaborate cross-functionally with Product, Support, and Marketing to surface feedback and advocate for client needs
• Maintain accurate notes and pipeline activity in the CRM such as Salesforce or Hub Spot

What We're Looking For

• Early career talent wanted: 0-3 years experience in a customer centric role
• Strong relationship-building and communication skills, comfortable speaking with decision-makers
• A consultative, value-driven mindset with an ability to spot growth opportunities
• Driven, goal-oriented, and energized by KPIs tied to retention and revenue
• Familiarity with CRM tools and customer success platforms such as Salesforce, Gainsight, or Hub Spot
• Experience in SaaS, tech, or a subscription-based model is a plus

What We Offer

• Competitive base salary plus commission or performance bonuses
• Opportunities for advancement into senior customer success or account executive roles
• Comprehensive onboarding, training, and career development support
• Collaborative, fast-paced team culture with plenty of recognition
• Health benefits, paid time off, and flexibility including remote or hybrid work options

Skills:

upsell,customer health tracking,strategic conversations,renewal,communication,goal-oriented,relationship management,training,consultative mindset,salesforce,renewal conversations,saas experience,hubspot,cross-functional collaboration,communication skills,sales,customer success,customer satisfaction,crm,kpi management,customer success platforms,customer engagement,sales collaboration,onboarding,customer,revenue,upselling,consultative approach,client retention,saas,renewal management,product adoption,product training,crm tools