Customer Success Specialist – Cross Sales

Customer Success Specialist – Cross Sales

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The Customer Success Specialist – Cross Sales will act as a trusted advisor to existing customers, ensuring successful adoption while identifying and driving cross-sell opportunities across additional modules, features, services, and related solutions.

This role blends customer success, relationship management, and consultative selling
, with a strong focus on customer value realization and long-term account growth.

• Serve as the primary point of contact for assigned customers post-implementation
• Develop a deep understanding of customer goals, business challenges, and learning strategies
• Conduct regular check-ins, success reviews, and health assessments

• Identify cross‑sell opportunities within existing accounts (additional licenses, modules, integrations, services, or add‑ons)
• Educate customers on new features, enhancements, and complementary solutions aligned with their needs
• Partner closely with Sales, Account Management, and Product teams to position solutions effectively
• Support renewal conversations by demonstrating value and ROI

• Act as a strategic advisor on best practices for LMS usage, learner engagement, and revenue generation through education
• Recommend solutions to help customers expand training programs for employees, members, partners, or customers
• Leverage Salesforce data and dashboards to track customer usage and growth opportunities
• Maintain accurate account notes, opportunities, and forecasts in Salesforce
• Share customer feedback with Product and Leadership teams
• Contribute to playbooks and success strategies for cross‑selling and upselling

• 3–5 years of experience in Customer Success, Account Management, or Inside Sales (SaaS preferred)
• Experience with Salesforce® and/or LMS platforms strongly preferred
• Proven ability to identify and close cross‑sell or upsell opportunities
• Strong consultative communication and presentation skills
• Ability to understand technical solutions and translate them into business value
• Self‑motivated, organized, and comfortable managing multiple accounts

• Experience working with associations, nonprofits, corporate training, or member‑based organizations
• Familiarity with SaaS metrics such as adoption, retention, expansion, and churn
• Background in education technology or learning solutions

• Opportunity to work with a leading Salesforce‑native LMS
• Collaborative, growth‑oriented culture
• Competitive compensation with performance‑based incentives

• Mid‑Senior level

• Full‑time

• Staffing and Recruiting