Client Success Specialist

Overview :

We are seeking a detail-oriented and dependable Client Success Specialist to provide administrative and operational support to the Customer Success Department. This role will help ensure smooth coordination between internal teams and clients by assisting in data management, report preparation, and communication tracking.

The ideal candidate is organized, eager to learn, and able to multitask in a fast-paced BPO environment.

Key Responsibilities :

Administrative & Operational Support

• Assist the Customer Success team with day-to-day tasks such as updating trackers, maintaining client records, and organizing documentation.
• Schedule and coordinate internal and client-related meetings, taking notes and tracking action items.
• Support in preparing reports, client summaries, and presentation materials.
• Maintain and organize shared folders, databases, and other team resources.
• Support Client Success Supervisor in onboarding of new clients and accounts by preparing documentation, stay on-top of the Onboarding tracker and internal follow ups.
• Assist in documenting client feedback, recurring issues, and performance insights to support improvement initiatives.
• Assist in creating and organizing client communications, newsletters, and engagement materials.

Client and Internal Coordination

Reporting & Documentation

Requirements

Key Competencies :

Benefits