Customer Success & Sales Specialist

ethree solutions; San Juan (PR); On-site; USD 55,000 - 75,000; Full time

Job summary

ethree solutions in San Juan is seeking a Customer Success & Sales Specialist for a full-time, on-site role. You will build strong client relationships, respond to inquiries, provide support, and monitor accounts to identify opportunities for value.

You will collaborate with consulting and technical teams to translate feedback into improvements, prepare proposals, support the sales cycle, and track key success metrics in our CRM to drive retention and growth.

Qualifications

• Customer-focused experience and commitment to positive client experiences.
• Strong client support, relationship management, and effective communication.
• Analytical skills to interpret data and support service improvements.
• Experience in customer success, account management, or sales support.
• Ability to work with cross-functional teams in a fast-paced environment.
• Experience with CRM or customer engagement tools and basic office software.
• Bachelor’s degree in Business/Marketing/Communications or equivalent.
• Professional fluency in English; additional language skills are a plus.

Responsibilities

• Respond to client inquiries and provide timely support.
• Monitor client accounts to address needs and concerns.
• Collaborate with consulting and technical teams to improve services.
• Prepare presentations and proposals for clients.
• Support the sales cycle through follow-ups and pipeline management.
• Track customer success metrics and document interactions in CRM.
• Contribute to retention and growth strategies.

Skills

Customer focus

Customer support

Relationship management

Analytical skills

Cross-functional collaboration

CRM software

Office productivity

English fluency

Education

Bachelor's degree in Business/Marketing/Communications

Tools

CRM software

Microsoft Office

Job description

Company Description

ethree solutions is a management consulting firm focused on helping organizations achieve their strategic objectives through process and business technology optimization. The firm partners closely with clients to streamline operations, improve efficiency, and align technology with business goals. ethree solutions emphasizes practical, results-driven solutions that create measurable impact across departments and functions. Team members work with a diverse range of organizations, offering opportunities to contribute to meaningful transformation initiatives. The company values collaboration, analytical thinking, and a client-centric approach in all engagements.

Role Description

The Customer Success & Sales Specialist is a full-time, on-site role based in San Juan. In this position, the specialist builds and maintains strong relationships with clients, ensuring their satisfaction with ethree solutions’ services and identifying opportunities for additional value. Day-to-day responsibilities include responding to client inquiries, providing customer support, and proactively monitoring client accounts to address needs and concerns. The specialist collaborates with consulting and technical teams to translate client feedback into service improvements, prepares presentations and proposals, and supports the sales cycle through follow-ups and pipeline management. This role also involves tracking customer success metrics, documenting interactions in CRM tools, and contributing to strategies that enhance retention and growth.

Qualifications

• Customer-focused capabilities, including Customer Satisfaction and Customer Service skills that demonstrate a commitment to positive client experiences.
• Client support and relationship skills, such as Customer Support and Communication, enabling effective assistance, clear explanations, and professional interaction.
• Strong Analytical Skills to interpret client data, identify trends, and support recommendations that improve service quality and business outcomes.
• Previous experience in customer success, account management, sales support, or a related client-facing role.
• Ability to collaborate with cross-functional teams and manage multiple client priorities in a fast-paced environment.
• Proficiency with CRM or customer engagement tools and basic office productivity software.
• Bachelor’s degree in Business, Marketing, Communications, or a related field, or equivalent professional experience.
• Professional fluency in English; additional language skills are a plus.