Client Success & Growth Partner

Infusive; Charlotte (NC); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, dental, vision benefits

Bonus pool eligibility

Professional development

Job summary

Infusive is seeking a Customer Success Specialist to own client relationships, drive software adoption, and ensure smooth onboarding for a portfolio of accounts. You will coordinate with Onboarding, Software, and Supply Chain teams to maintain a seamless client experience from start to finish.

The role emphasizes proactive communication, issue resolution, and recognizing upsell opportunities while serving as the primary point of contact throughout the relationship.

Qualifications

• 2+ years of experience in customer success, account management, or client services, preferably within healthcare, pharmacy, or distribution.
• Excellent verbal and written communication; able to lead client-facing calls.
• Bachelor's degree or equivalent professional experience.

Responsibilities

• Lead onboarding calls with new clients using the onboarding checklist and set milestones.
• Own ongoing client relationships and coordinate with onboarding/software teams.
• Manage reconciliations and financial communications, tracking balances and resolving disputes.
• Identify upsell opportunities and propose purchasing models aligned with client goals.
• Escalate to leadership for onboarding with large franchise groups when needed.

Skills

Customer success

Account management

Communication skills

Cross-functional coordination

Travel willingness

Education

Bachelor's degree or equivalent

Tools

CRM software

Ordering systems

Account management software

Job description

Infusive is seeking a Customer Success Specialist to own client relationships, drive software adoption, and ensure smooth onboarding for a portfolio of accounts. You will coordinate with Onboarding, Software, and Supply Chain teams to maintain a seamless client experience from start to finish.

The role emphasizes proactive communication, issue resolution, and recognizing upsell opportunities while serving as the primary point of contact throughout the relationship.