Customer Success Specialist

This customer success role supports customers from onboarding through ongoing account management, while helping the sales team deliver a responsive, tailored service. The work combines customer communication, order tracking, reporting, and coordination across internal teams to resolve issues and improve the customer experience.

• Support sales account work with organized records, document handling, data entry, and tailored quotations using current pricing and product information.
• Serve as a customer contact for questions and service issues; assist with onboarding and monitor account health.
• Build and maintain reports and dashboards for internal teams and customers, and flag when follow‑up is needed.
• Track priority orders through production and share status updates with relevant stakeholders.
• Coordinate with logistics, commercial operations, and support teams to address customer needs and improve cross-team processes.
• Maintain customer and prospect records in a CRM, document interactions, and help analyze sales performance and pipeline trends.

• Three to six years of experience in sales, account management, customer success, client relations, or a related area.
• Strong organization and attention to detail, including the ability to manage records and follow up on issues.
• Clear written and verbal communication and a customer-focused approach to building relationships.
• Proficiency with office software; familiarity with CRM systems is helpful.
• Ability to work independently and collaboratively, with initiative in solving problems.

• A bachelor's degree in a relevant field, such as science.

• The listed San Francisco Bay Area base pay range is $87,000–$110,000 per year. The role is also described as eligible for performance incentives, bonus, equity, and benefits; compensation can vary by location and candidate qualifications.
• The source mentions career development, on-the-job training, ongoing learning, and a collaborative work environment.