Client Success Specialist

Virtual Task Buddie; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

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

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