Client Success & Growth Specialist

Virtual Task Buddie

Dallas (TX)

On-site

USD 55,000 - 75,000

Full time

6 days ago

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Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Paid time off

Training & coaching

Collaborative culture

Job summary

Task Buddie is seeking a Client Success Specialist to manage relationships with new and existing clients in the United States. You will guide onboarding, ensure early success milestones, and become a trusted contact to help clients maximize value from our services while supporting revenue growth through upsells and renewals.

You will guide onboarding, build strong client relationships, conduct regular check-ins, track progress in CRM, and collaborate with teams to deliver a seamless, high-value

Qualifications

Experience in client success, account management or sales roles preferred but not required.
Strong communication, relationship-building, and problem-solving skills.
A consultative, sales-minded approach focused on long-term client value.

Responsibilities

Serve as primary contact for assigned client accounts
Guide new clients through onboarding and early-stage success milestones
Build relationships by understanding client goals, needs, and challenges
Identify opportunities for account expansion, upgrades, and additional services
Conduct regular check-ins and follow-ups to maintain engagement and satisfaction
Track client activity, conversations, and growth opportunities in CRM systems

Skills

Strong communication

Relationship-building

Problem-solving

Consultative sales approach

Organizational skills

Job description

You will guide onboarding, build strong client relationships, conduct regular check-ins, track progress in CRM, and collaborate with teams to deliver a seamless, high-value

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