Customer Success Consultant

GAF; Boca Raton (FL); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Bonuses

Flexible work arrangements

Robust benefits package

Job summary

Predictive Sales AI in Boca Raton offers a Customer Success Consultant role guiding a diverse portfolio of PSAI clients through onboarding, adoption, and ongoing growth, combining relationship-management expertise with our training to create measurable value.

You will collaborate with onboarding, support, product, and sales teams to optimize the client experience, monitor health metrics, and design success plans that maximize renewal and expansion opportunities.

Qualifications

• Experience managing B2B/B2C clients in a consultative setting.
• Proven onboarding and product adoption capabilities with SaaS software.
• Strong data-driven approach to monitor health and drive renewals.

Responsibilities

• Own the client lifecycle from kickoff through renewal with success plans.
• Guide onboarding and implementation to ensure a smooth launch.
• Build trusted relationships with key client stakeholders and decision-makers.
• Conduct onboarding/training to maximize platform usage and value.
• Monitor KPIs, usage data, and health scores to improve outcomes.
• Collaborate with onboarding, support, product, and sales teams to optimize experience.

Skills

Client-facing experience

Onboarding & implementation

Project management

Retention & growth

SaaS knowledge

CRM experience

Data & reporting

Communication skills

Education

Bachelor's Degree in Business, Communications, Marketing, or related field

Tools

CRM software

Analytics tools

Job description

Job Title: Customer Success Consultant

Location: Boca Raton, FL-Remote/Hybrid

About Us:

Predictive Sales AI is at the forefront of transforming the home services industry with AI-driven software. We empower businesses to make smarter decisions, increase efficiency, and unlock new growth opportunities. As part of our growth, we are seeking an experienced accountant who thrives in a fast-paced, innovative environment.

Are you passionate about supporting business growth through innovative products that are reshaping the industry? At Predictive Sales AI, we're revolutionizing the home services market with cutting-edge AI-driven software, and we’re looking for a talentedCustomer Success Consultantto join our dynamic team. If you're passionate about advancing financial practices while supporting tech-focused clients, we want to hear from you!

Job Overview:

We don't just deliver software – we are at the forefront of a customer experience revolution, providing cutting-edge solutions and comprehensive support to transform our clients into thriving, long-term partners. If you're passionate about driving results, engaging with clients, and adapting to ever-evolving needs, we want to hear from you.

As aCustomer Success Consultantat Predictive Sales AI, you'll have the opportunity to guide a diverse portfolio of PSAI clients through onboarding, adoption, and ongoing growth, combining your relationship-management expertise with our training to create measurable value. You'll work alongside a team of industry experts and contribute directly to shaping the future of the home services industry.

Key Responsibilities:

• Own the Client Lifecycle: Collaborate with clients from kickoff through renewal to design and execute success plans that align with their business goals, ensuring long-term retention and growth. Push clients to take the right steps to maximize their return on our software.
• Onboarding & Implementation: Partner closely with our onboarding team to guide new clients through implementation of our AI-driven software. Ensure a smooth, timely launch, configure accounts to client needs, and set clear expectations for early wins and adoption.
• Build and Nurture Partnerships: Create and cultivate valuable, trust-based relationships with key client stakeholders and decision-makers. These strong partnerships are vital for driving product adoption, uncovering expansion opportunities, and building brand advocacy.
• Product Adoption & Training: Conduct thorough onboarding and ongoing training sessions to identify opportunities for deeper platform usage. Ensure that clients follow best practices to get the most value from our features, drive engagement, and support their teams effectively.
• Performance Analysis & Health Monitoring: Regularly assess key performance indicators (KPIs), usage data, and account health scores. Based on insights, implement strategies to improve client outcomes, reduce churn risk, and drive higher retention and measurable results.
• Proactive Success Best Practices: Ensure all client interactions follow a proactive, consultative approach. You will focus on delivering long‑term value that maintains a client's positive relationship with Predictive Sales AI.
• Collaborative Approach: Work closely with our onboarding, support, product, and sales teams to optimize the client experience, resolve issues, and improve adoption and renewal pathways.
  

Desired Traits:

We are looking for an individual who is organized, proactive, and detail-oriented. In this role, you will work closely with teams across the company. Here's what we're looking for:

• Strong analytical and problem-solving abilities.
• Highly organized, with a keen eye for detail and accuracy.
• Excellent oral, written, and interpersonal communication skills.
• Demonstrated ownership and follow-through on tasks.
• Customer service-focused with a solution‑oriented approach.
• Professional demeanor and composure.

Required Skills and Experience:

• Bachelor's Degree in Business, Communications, Marketing, or a related field.
• 2-+ Years of Professional Customer Success, Account Management, or Client Services Experience with hands‑on knowledge of SaaS or software products.
• Client-Facing Experience: Experience in managing B2B or B2C clients, particularly in a consultative or account management capacity.
• Onboarding & Implementation Experience: Proven ability to guide new clients through software onboarding and drive early product adoption.
• Project Management Skills: Proven ability to handle multiple accounts and projects simultaneously while ensuring timely and efficient execution.
• Experience with Retention & Growth to help clients realize value and build a cohesive, long‑term partnership.
• Software Proficiency: Understanding of SaaS platforms and their impact on client workflows and outcomes.
• CRM Experience: Some experience using a CRM or customer success platform to manage accounts and track engagement.
• Data & Reporting: Proficiency in using analytics and reporting tools to develop performance insights and provide actionable recommendations.
• Excellent Communication Skills: Strong written and verbal communication skills for client interactions, presentations, and reporting.
  

Why Join Us?

• Innovative Environment: Be part of a forward-thinking company that values creativity and encourages the exploration of new ideas.
  
• Professional Growth: Access opportunities for continuous learning and career advancement within a supportive and dynamic team.
• Comprehensive Benefits: Enjoy a competitive salary, performance-based bonuses, flexible work arrangements, and a robust benefits package.
• Collaborative Culture: Work in a team-oriented environment where collaboration and mutual respect drive our success.