Monthly Pay: $3,533 - $4,962 USD per month
Summary:
A customer request arrives through a queue, call, email, or service ticket, gets checked, answered, recorded, and closed with clear notes. The Customer Success Specialist helps customers understand available product or service information, address routine concerns, and continue making effective use of the service, making each interaction valuable to the customer experience. This role sits on the customer success team and works under a customer service team lead. The specialist works closely with customers, the support team, and internal product contacts to share accurate updates and identify requests needing added review. This is a fully remote, work from home position based in Florida, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.
Job Responsibilities
- Receive customer questions and service requests through assigned queues, calls, emails, and service tickets, then confirm the request details before responding.
- Review customer profiles, prior interaction notes, and relevant product or service information to understand the request and provide accurate next steps.
- Respond directly to routine customer questions with clear, professional explanations that support product or service use.
- Record each interaction, actions taken, customer preferences, and agreed next steps in a CRM such as Pipedrive.
- Create, update, and route service tickets in a support platform such as Zendesk so requests remain visible through resolution.
- Follow up with customers when information is missing, an action is pending, or confirmation is needed after an update is shared.
- Escalate complex, repeated, or unresolved requests to the customer service team lead or appropriate internal product contact with complete background notes.
- Track requested follow-up dates using a scheduling and calendar tool such as Microsoft Outlook and complete outreach at the appropriate stage.
- Maintain simple customer activity lists and status updates using a spreadsheets and data entry tool such as Google Sheets.
- Meet quality expectations through accurate responses, timely turnaround, complete notes, and dependable follow-up on open customer requests.
Qualifications
- High school diploma or equivalent.
- About 1-2 years of related customer-facing or client support experience preferred.
- Working knowledge of customer success practices, including product adoption support, customer outreach, and renewal-related conversations.
- Familiarity with maintaining customer interaction notes in a CRM such as Pipedrive preferred.
- Familiarity with managing service tickets in a support platform such as Zendesk preferred.
- Ability to interpret product or service information and explain next steps in clear, customer-friendly language.
- Strong judgment for recognizing when a request needs follow-up or escalation to a customer service team lead.
- Reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
- Authorization to work in the United States.
- Fully remote work from home based in Florida, United States.
- Structured onboarding and training on a CRM such as Pipedrive, a support platform such as Zendesk, and a scheduling and calendar tool such as Microsoft Outlook.
- Regular check-ins with the customer service team lead to discuss priorities, questions, and development.
- Opportunities to build product adoption, renewal management, customer education, and stakeholder support skills.
- Health coverage, paid leave, a 401(k), maternity leave, and stipends.