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Customer Success Specialist - Remote

Remote / Online - Candidates ideally in
San Jose, Santa Clara County, California, 95199, USA
Listing for: Valid8 Financial, Inc.
Remote/Work from Home position
Listed on 2025-12-06
Job specializations:
  • Business
  • IT/Tech
Job Description & How to Apply Below

The Pipeline Group (TPG) provides our clients with end-to-end Pipeline Generation services that help B2B tech companies scale pipeline fast and reliably through our SDR-as-a-Service model.

We combine superstar SDR talent, purpose-built proprietary technology, industry-leading SDR training, rigorous management & quality control layers, world-class data services, integrations and more to offer all-in-one Pipeline Generation to our clients.

TPG has been named in the Inc. 5000 Top Fastest-Growing Privately Held Companies in the US for five consecutive years and we’re growing faster every single year.

Our clients work with us because we’ve cracked the formula for creating world-class SDRs and putting up industry leading pipeline generation numbers.

No guesswork. Just results.

OUR CULTURE

At TPG, performance and accountability are our culture. We thrive on results—driven by excellence, collaboration, and integrity. Our people-first mindset supports not only clients but our teammates. Your wins are our collective wins. Your growth is our mission.

Our vision is to be the world’s most effective virtual sales workforce—a place where high-performing remote SDRs, program managers, and operational leaders come together to generate extraordinary ROI.

ABOUT

THE ROLE

The Customer Success Specialist owns customer program performance and operational alignment within each assigned POD. This role ensures customers receive consistent communication, accurate program updates, clear expectations, and predictable delivery outcomes. It is a customer-facing leadership position responsible for program execution, performance visibility, issue management, and cross-functional coordination across xDRs, Data Services, and Systems.

KEY RESPONSIBILITIES Customer Success & Relationshiph3ul>
  • Serve as primary contact for assigned customer programs.
  • Lead regular customer calls, reviews, and expectation-setting sessions.
  • Maintain strong client relationships through clear, consistent communication.
  • Ensure customers understand progress, risks, and next steps.
  • Coordinate execution across Data Services, Systems, and xDR teams.
  • Maintain timelines, milestones, action items, and POD-level workflows.
  • Ensure all internal teams follow current ICPs and workflow standards.
  • Communicate updates and requirements clearly across the POD.
  • Program Performance Monitoring
    • Track outreach volume, conversions, and program SLAs.
    • Identify performance risks early and notify internal teams and customers.
    • Maintain scorecards, weekly updates, and supporting materials.
    • Provide insights on trends, variances, and performance impact.
    Issue Identification & Resolution
    • Surface blockers related to process, data use, systems, or expectations.
    • Coordinate corrective action with the proper internal teams.
    • Document issues, next steps, and interim solutions.
    • Ensure escalations are handled with clarity and professionalism.
    Execution Readiness & Program Control
    • Maintain meeting notes, action logs, and program documentation.
    • Support launches, transitions, and program onboarding.
    • Ensure ICP changes and customer decisions are communicated across the POD.
    • Keep internal teams aligned with customer expectations and timelines.
    Customer Insights & Success Planning
    • Translate customer goals into actionable plans.
    • Advise on workflow adjustments or performance improvements.
    • Identify expansion or optimization opportunities.
    • Ensure long-term customer satisfaction and program stability.
    WHAT YOU NEED TO SUCCEED Experience & Background
    • 2+ years in Customer Success, Sales Operations, Program Management, or Rev Ops.
    • Experience with outbound sales, demand generation, or GTM programs.
    • Strong cross-functional coordination experience.
    • Salesforce familiarity preferred.
    • Proficient in Google Sheets and performance reporting.
    • Understanding of ICPs, segmentation logic, and target structures.
    • Strong communication and presentation skills.
    • Ability to interpret data and provide insights.
    Core Competencies
    • Clear, professional communication.
    • Strong organizational discipline.
    • Ability to manage multiple programs.
    • High urgency and follow-through.
    • Effective problem-solving and risk identification.
    • Strong cross-team collaboration.
    WHAT TPG PROVIDES FOR OUR TEAM…
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