Customer Success & Insights Specialist

Jobtailor; Tampa (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Jobtailor is seeking a proactive Customer Success support professional in the Tampa, FL area. The role focuses on researching client industries, supporting customers with insights, and delivering regular service reviews.

You will handle inquiries, coordinate with internal teams, and identify value-added opportunities for service add-ons. Responsibilities include maintaining relationships with customers and partners, generating reports, and ensuring invoice accuracy through close collaboration

Qualifications

• Energetic, confident graduate with a keen interest in international business.
• Evidence of professional-services experience, such as internships in accounting, consulting, or law, is a plus.
• 1–2 years' experience in a customer or consulting support role within professional services.

Responsibilities

• Research client industries and business activities to support customers with insight and anticipate their needs
• Run regular customer service review meetings, preparing agendas, supporting documents, and reports
• Handle ad hoc customer queries and elevate issues to the appropriate teams
• Identify opportunities to add value through service add-ons
• Attend meetings, record accurate minutes, and distribute them to internal and external stakeholders
• Generate and maintain reports on customer-centric operations
• Surface insights and recommend process improvements while meeting deadlines
• Develop and maintain relationships with customers, local partners, and internal teams
• Manage Salesforce administration and updates for customer interactions and account activity
• Review invoice outputs against customer agreements and resolve discrepancies
• Liaise with billing and finance to ensure invoice accuracy
• Support the Customer Success team with additional tasks as needed

Skills

Salesforce Administration

Customer Relationship Management

Project Management

Strong Written And Verbal Communicatio

Detail-Oriented

Education

Graduate degree or equivalent

Tools

Salesforce

Job description

Jobtailor is seeking a proactive Customer Success support professional in the Tampa, FL area. The role focuses on researching client industries, supporting customers with insights, and delivering regular service reviews.

You will handle inquiries, coordinate with internal teams, and identify value-added opportunities for service add-ons. Responsibilities include maintaining relationships with customers and partners, generating reports, and ensuring invoice accuracy through close collaboration