Customer Success Architect — Onboarding & Growth

Swooped; United States; On-site; USD 87,000 - 110,000; Full time

Benefits offered by this job

Bonus eligibility

Equity

Job summary

Swooped in the United States is seeking a Customer Success Specialist for a full-time role focused on guiding customers through onboarding, training, and ongoing success. You will act as the primary contact for clients, coordinate with sales, and help optimize the customer journey.

Responsibilities include managing CRM data, building reports and dashboards, creating tailored quotations, and ensuring timely communication with stakeholders.

Qualifications

• 3–6 years of experience in sales, account management, customer success or client relations.
• Proficiency with Microsoft Office Suite.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Self-motivated with ability to work independently and collaboratively.
• Proactive and resourceful problem-solving approach.

Responsibilities

• Assist the sales team with administrative tasks, including data entry and document management.
• Collaborate with the sales team to provide dedicated service and maintain customer satisfaction.
• Respond promptly and professionally to customer and internal inquiries.
• Partner with sales to create accurate, tailored quotations and maintain pricing/product details.
• Build and maintain positive client relationships as primary point of contact for inquiries and issue resolution.
• Monitor customer health and assist with onboarding to drive long-term satisfaction.
• Create, implement, and maintain reports and dashboards for internal teams and external customers.
• Maintain internal dashboards and alert departments when action is required.
• Track status of key orders in production and communicate updates to stakeholders.
• Collaborate with logistics, commercial ops, and support for a seamless customer experience.
• Lead cross-functional initiatives to identify gaps and drive process improvements.
• Use CRM to manage customer and prospect data and monitor the sales pipeline.
• Assist with generating reports and analyzing sales performance data.

Skills

Sales experience

CRM software

Microsoft Office

Organizational skills

Communication

Independent work

Education

Bachelor's degree

Tools

CRM software

Job description

Swooped in the United States is seeking a Customer Success Specialist for a full-time role focused on guiding customers through onboarding, training, and ongoing success. You will act as the primary contact for clients, coordinate with sales, and help optimize the customer journey.

Responsibilities include managing CRM data, building reports and dashboards, creating tailored quotations, and ensuring timely communication with stakeholders.