Client Success & Growth Specialist

Virtual Task Buddie; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Benefits package

Training program

Job summary

Task Buddie is seeking a Client Success Specialist to manage relationships with new and existing clients, ensuring a successful onboarding experience while identifying opportunities for account growth and long-term retention. You will act as a trusted point of contact, helping clients maximize value from Task Buddie’s services while supporting revenue growth through upsells and renewals.

You’ll guide onboarding, build strong client relationships, and regularly check in to sustain engagement.

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.
• Highly organized with the ability to manage multiple client relationships.

Responsibilities

• Serve as the primary point of contact for assigned client accounts
• Guide new clients through onboarding and early-stage success milestones
• Build strong 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

Client success

Account management

Sales mindset

Communication

Tools

CRM software

Job description

Task Buddie is seeking a Client Success Specialist to manage relationships with new and existing clients, ensuring a successful onboarding experience while identifying opportunities for account growth and long-term retention. You will act as a trusted point of contact, helping clients maximize value from Task Buddie’s services while supporting revenue growth through upsells and renewals.

You’ll guide onboarding, build strong client relationships, and regularly check in to sustain engagement.