Client Success Specialist | Hybrid – Chicago

e.biT Consulting; Schaumburg (IL); On-site; USD 52,000 - 70,000; Full time

Job summary

e.biT Consulting is seeking a Client Success Specialist to cultivate strong, long-term relationships with clients, guiding adoption and use of products and services to maximize value. You will serve as the primary point of contact, coordinate with Sales, Product, and Support, and lead onboarding, training, and strategic reviews to drive retention and growth.

The role requires excellent communication, organization, and problem-solving in a fast-paced environment, with a focus on confidentiality

Qualifications

• High school diploma or equivalent.
• 2+ years in client success, account management, or a client-facing role.
• Ability to build and maintain relationships with diverse stakeholders.
• Strong organizational, analytical, and problem-solving skills.
• Strategic thinking and ability to align client needs with offerings.
• Professionalism, integrity, and discretion.
• Collaborative mindset across functions.
• Attention to detail and accountability for results.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as a liaison and trusted advisor to an assigned portfolio of clients.
• Support the Technical Account Managers.
• Align company solutions with client business objectives.
• Proactively manage client relationships with regular communication and strategic reviews.
• Monitor utilization, engagement, and satisfaction to identify risks and opportunities.
• Collaborate with Sales, Product, Development, Operations, and Support to address client needs.
• Facilitate client onboarding, training, and education for seamless adoption.
• Respond to inquiries, resolve issues, and escalate as needed.
• Maintain records of client interactions and account status in CRM.
• Adhere to Information Security Policies and protect information confidentiality.

Skills

Client relationship management

Organization

Analytical thinking

Problem solving

Cross-functional collaboration

Communication

Attention to detail

prioritization

Education

Associate degree or Bachelor’s degree in business or communications

Tools

Salesforce

ClickUp

Pipedrive

Job description

The Client Success Specialist is responsible for cultivating and maintaining strong, long-term relationships with clients by ensuring the successful adoption and utilization of company products and services. This position serves as a point of contact for clients, providing guidance, support, and strategic insights to maximize value, promote satisfaction, and drive client retention and growth.

Responsibilities

Duties and Responsibilities include but are not limited to the following:

• Serve as a liaison and trusted advisor to an assigned portfolio of clients
• Support the Technical Account Managers
• Develop a deep understanding of client business objectives and align company solutions to support those goals
• Proactively manage client relationships through regular communication, performance reviews, and strategic planning sessions
• Monitor client utilization, engagement, and satisfaction levels, identifying risks and opportunities for improvement
• Collaborate with internal departments, including Sales, Product, Development, Operations, and Support, to address client needs and deliver timely, effective solutions
• Facilitate client onboarding, training, and education to ensure seamless adoption of products and services
• Respond to client inquiries, resolve issues, and escalate concerns as necessary to ensure a high standard of service delivery
• Maintain accurate and comprehensive records of client interactions, activities, and account status within the company’s CRM system
• Perform daily duties in line with the company's Information Security Policies and Procedures
• Ensure that information Confidentiality, Integrity and Privacy is always maintained with processing information assets

Qualifications and Required Skills

• High school diploma
• At least 2 years' experience in client success, account management, or a related client-facing role
• Demonstrated ability to build and maintain professional relationships with diverse stakeholders
• Strong organizational, analytical, and problem-solving skills
• Strategic thinking and the ability to align client needs with organizational offerings
• High degree of professionalism, integrity, and discretion
• Collaborative mindset with the ability to work cross-functionally
• Strong attention to detail and accountability for results
• Ability to manage multiple priorities and operate effectively in a fast-paced environment

What Will Make You Stand Out

• Client-centric approach with a commitment to delivering exceptional service
• Proficiency with CRM systems, such as Salesforce, ClickUp, and Pipedrive, and related client success tools
• Knowledge of the Debt Resolution industry
• Excellent verbal and written communication abilities, with a focus on professionalism and clarity
• Associate degree, Bachelor’s degree or some college coursework in business or communications