Client Success Specialist

Cnected; Leawood (KS); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Employer-paid health insurance

Dental insurance

Vision insurance

401(k)

Paid Time Off (PTO)

Paid maternity leave

Paid paternity leave

Job summary

Culture Index in the United States is seeking a highly organized Client Success Specialist to serve as the operational backbone of the client journey, partnering with Executive Advisors to mobilize and maximize adoption of the Culture Index program.

You will manage multiple advisor accounts, coordinate onboarding, train clients, troubleshoot, and maintain records while delivering exceptional service and proactive communication to build lasting relationships.

Qualifications

• Excellent verbal and written communication skills.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple projects, deadlines, and competing priorities simultaneously.
• Strong problem-solving skills with a proactive, solution-oriented mindset.
• Ability to build and maintain professional client relationships.
• Strong computer skills and the ability to quickly learn new technology and software platforms.
• Excellent time management and prioritization skills.
• Ability to work both independently and collaboratively within a team environment.
• Professional demeanor with a commitment to delivering exceptional customer service.

Responsibilities

• Coordinate onboarding and successful implementation of Culture Index programs.
• Serve as primary non-consulting contact for clients; manage schedules and inquiries.
• Provide platform navigation, troubleshooting, and software support.
• Juggle administrative and logistical needs of multiple client accounts.
• Maintain accurate client records within company systems.
• Collaborate with Executive Advisors and internal teams to ensure a seamless client experience.
• Identify opportunities to improve client satisfaction, engagement, and retention.
• Support initiatives that improve team efficiency and client outcomes.

Skills

Verbal & written communication

Organization

Multitasking

Problem-solving

Client relationships

Tech literacy

Time management

Independent & collaborative

Customer service

Education

Bachelor's degree or equivalent

Tools

CRM systems

Job description

Do you have amazing organization skills with an unwavering eye for detail?

At Culture Index, we empower business leaders to build high-performing teams through cutting-edge behavioral analytics and workforce insights. We are seeking a highly organized and operational minded Client Success Specialist to be the administrative backbone of our client experience.

The Role

As a Client Success Specialist, you will act as the primary operational partner to our Executive Advisors. You are the core of the client journey, taking full ownership of the process that allows organizations to successfully adopt, mobilize, and maximize the Culture Index program.

What You’ll Do

You will manage multiple advisor accounts simultaneously, ensuring nothing slips through the cracks. Your day-to-day responsibilities will include:

• Onboarding & Implementation: Drive the seamless mobilization and continued adoption of the Culture Index program for each organization you support.
• Client Communication & Scheduling: Serve as the primary, non-consulting point of contact for clients, expertly managing timelines, meeting schedules, and general inquiries.
• Operational & Software Support: Act as the go-to resource for platform navigation, troubleshooting, and software assistance.
• Account Management: Expertly juggle the administrative and logistical needs of multiple accounts with efficiency and grace.

Who You Are

Because this role is crucial to our operational success, we are looking for someone who naturally embodies the following traits:

• Meticulously Organized: You thrive on structure, accuracy, and process. High attention to detail isn't just a skill for you; it's a habit.
• A Master Multi-Tasker: You can effortlessly balance competing priorities and multiple client accounts without losing focus or quality.
• An Exceptional Communicator: You convey information clearly, promptly, and professionally to both external clients and internal stakeholders.
• Proactive & Reliable: You anticipate needs, execute timelines flawlessly, and take pride in being the trusted partner your team and clients rely on.

About Culture Index

Culture Index is a leading provider of talent optimization solutions that help organizations build high-performing teams through behavioral analytics and workforce insights. Our platform empowers business leaders to make smarter hiring, leadership, and organizational development decisions that drive long-term success.

We're looking for a highly organized, client-focused Client Success Specialist to join our growing team. This is a key role that partners closely with our Executive Advisors to deliver an exceptional client experience from onboarding through ongoing support. If you enjoy building relationships, staying organized, solving problems, and helping clients succeed, we'd love to meet you.

Qualifications

Required Qualifications

• Excellent verbal and written communication skills.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple projects, deadlines, and competing priorities simultaneously.
• Strong problem-solving skills with a proactive, solution-oriented mindset.
• Ability to build and maintain professional client relationships.
• Strong computer skills and the ability to quickly learn new technology and software platforms.
• Excellent time management and prioritization skills.
• Ability to work both independently and collaboratively within a team environment.
• Professional demeanor with a commitment to delivering exceptional customer service.

Preferred Qualifications

• Experience in customer success, client services, account management, customer support, or another client-facing role.
• Experience using CRM systems or customer management platforms.
• Bachelor's degree or equivalent professional experience preferred.

Responsibilities

• Coordinate communication and project activities between clients and Executive Advisors.
• Manage the client onboarding process, ensuring a smooth and successful implementation of the Culture Index Program.
• Provide clients with training, guidance, and educational resources to maximize the value of Culture Index solutions.
• Monitor client progress, respond to questions, and resolve issues in a timely and professional manner.
• Build and maintain long-term client relationships through proactive communication and exceptional service.
• Coordinate schedules, meetings, and project timelines to support successful client engagements.
• Maintain accurate client records, documentation, and activity within company systems.
• Collaborate with Executive Advisors and internal teams to ensure a seamless client experience.
• Identify opportunities to improve client satisfaction, engagement, and retention.
• Support administrative and operational initiatives that improve team efficiency and client outcomes.

Desired Skills

• Data Interpretation**
• Resourceful
• Adaptability
• Proactive
• Detail-Oriented
• Strategic Thinking
• Cross-Functional Collaboration
• Training
• Onboarding
• Consultative
• Organizational Skills
• Time Management
• Tech Savvy
• Client Focus
• Problem-Solving
• Relationship Building
• Project Management
• **Communication

Benefits:

• Employer-paid health insurance
• Dental insurance
• Vision insurance
• 401(k)
• Paid Time Off (PTO)
• Paid maternity leave
• Paid paternity leave

About us

Focused on the measurement of work-related traits, Culture Index uses a free-choice adjective checklist methodology, which differs greatly from the more commonly used “forced choice” or “multiple choice” responses, methods that force every participant into a box whether they belong there or not.

The validity of the Culture Index instrument has been demonstrated to perform with the highest accuracy in the market.

It took countless hours of gathering data, conducting statistical analyses, and designing, refining and rendering the Culture Index of today. But, ask anyone who uses it and they will tell you it has revolutionized the fitness of their businesses.

Legal

At Culture Index, we are committed to fostering an inclusive and equitable environment where every individual is valued and respected. We provide equal employment opportunities to all employees and applicants for employment, regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, or any other characteristic protected by law.