Client Success Specialist

Task Buddie Virtual Assistance Services; City of Rochester (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Paid time off

Training and coaching

Collaborative culture

Job summary

Task Buddie Virtual Assistance Services is seeking a Client Success Specialist to manage relationships with new and existing clients, guiding onboarding and ensuring long-term retention. You will identify opportunities for account growth and upsell additional services while supporting revenue growth through renewals.

The role emphasizes a consultative, sales-minded approach, strong communication, and the ability to manage multiple client relationships in a fast-paced environment.

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

Communication

Relationship-building

Problem-solving

Sales-minded

Account management

Job description

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

Client Success Specialist

About the Role

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

What You’ll Do

• 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

What You Bring

• 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

What You’ll Get

• Competitive base salary plus performance-based bonuses and incentives
• Comprehensive benefits including medical, dental, vision, 401k, and paid time off
• Full training and ongoing coaching to support your success
• A collaborative, growth-focused culture where your impact is visible and rewarded