Customer Success Specialist

Lumivero; United States; Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Flexible PTO

401K plan

Job summary

Lumivero is seeking a Customer Success Specialist in the United States to manage a portfolio of customer accounts through onboarding, adoption, and renewal. You will be the day-to-day contact, ensuring continued value and renewal while coordinating with Sales, Support, and Implementation to deliver a seamless customer experience.

Key responsibilities include delivering onboarding and training, monitoring account health, and identifying at-risk accounts early.

Qualifications

• Bachelor's degree or equivalent combination of education and four years of relevant experience.
• 2-4 years in customer success, account management, or customer support for SaaS.
• Strong communication and relationship-building across internal teams.
• Well organized with ability to manage multiple accounts and priorities.
• Problem-solver who knows when to escalate.
• Ability to tie customer goals to company opportunities.
• Experience with a CRM, Salesforce preferred.

Responsibilities

• Support a portfolio of customer accounts through onboarding, adoption, and renewal.
• Serve as the first point of contact for assigned accounts and resolve common issues.
• Triage requests and route to internal teams for escalation; follow up until resolved.
• Monitor account health and engagement.
• Collaborate on renewals with the Account Manager; flag at-risk accounts.
• Deliver product onboarding and training aligned to SLAs.
• Help customers apply the product to workflows and share best practices.
• Coordinate handoff from Implementation to Success with the Implementation Manager.
• Gather customer feedback and share with Product and Support teams.
• Flag expansion and upsell signals to Sales and connect customers with the right contact.
• Keep account records up to date in CRM and success tools.
• Follow playbooks and contribute ideas for improvement.

Skills

Bachelor's degree

2-4 years in customer success

CRM experience

Strong communication

Cross-functional collaboration

Education

Bachelor's degree in Education, Communications, Business Admin.

Equivalent education with 4 years experience

Tools

Salesforce CRM

Jira/Confluence (Atlassian)

Job description

Customer Success Specialist

The Customer Success Specialist supports a portfolio of customer accounts through onboarding, adoption, and renewal, serving as a day-to-day point of contact. They ensure customers see ELC as an indispensable tool with continued value by presenting webinars, translating new features to suit their need, and providing post-implementation training. The Specialist handles routine questions or escalates complex issues to the right internal team, seeing things through to resolution. They keep a pulse on their assigned customers, flagging at-risk accounts early to prevent churn. The role works closely with Sales, Support, and Implementation to provide a coordinated customer experience where nothing falls through the cracks.

RESPONSIBILITIES

Customer Success & Retention

• Support a portfolio of customer accounts through onboarding, adoption, and renewal, building day-to-day working relationships with account contacts
• Serve as the first point of contact for assigned accounts, responding to questions and resolving common issues directly
• Triage incoming customer requests, route them to the right internal team for escalation. Follow up to confirm they are resolved
• Monitor account health and engagement.
• Collaborate on renewals with the Account Manager
• Identify at-risk accounts early, flag them, and support recovery efforts

Adoption & Training

• Deliver product onboarding and training aligned to service level agreement
• Help customers apply the product to their day-to-day workflows and share best practices. Based on their expressed pain points, recommend solutions and give tailored ideas for using new features
• With the Implementation Manager, coordinate internally to ensure smooth handoff from Implementation to Success

Customer Advocacy + Voice of Customer

• Gather customer feedback and usage trends. Share with Product, Support, and other internal teams
• Represent the customer's perspective in internal discussions about their accounts
• Flag expansion and upsell signals to Sales and connect the customer with the right contact

Customer Operations

• Keep account records, activity notes, and health data current in CRM and customer success tools
• Follow customer success playbooks and contribute ideas for continuous improvement
• Coordinate across Sales, Support, and Implementation to keep account information and next steps aligned

Required Qualifications & Education

• Bachelor's degree in Education, Communication, Business Administration, or a similar field; or an equivalent combination of education and four years of relevant experience
• 2-4 years in customer success, account management, or customer support or comparable roles supporting a SaaS product. Experience in EdTech preferred.
• Strong communication and relationship-building skills, with the ability to work across internal teams
• Well organized, with the ability to manage multiple accounts and priorities at once
• A problem-solver who knows when to resolve an issue directly and when to bring in the right people
• Demonstrated ability to connect customer goals to company opportunity via strategic thinking and internal collaboration
• Experience with a CRM, Salesforce preferred

Preferred Qualifications

• Experience in EdTech, higher education, non-profit, or SaaS
• Familiarity with adult learning or instructional-design principles
• Experience with Atlassian tools (Jira, Confluence)

Core Competencies

• Customer focus
• Customer Advocacy
• Problem-solving
• Communication and relationship-building
• Collaboration
• Organization and time management
• Adaptability
• Accountability
• Strategic thinker
• Continuous learning

BASE SALARY RANGE: 70,000 to 80,000 USD (plus performance bonus)

This is a Remote / Work From Home role for the United States only. We are unable to provide sponsorship for this role.

Talk About Company Perks!

Phenomenal Benefits.Lumiverooffers a comprehensive benefits package, including full medical, dental, and vision coverage, flexible PTO, 401K, and more.

High-Growth Startup Mentality.There is plenty of room for you toimpactthe organization and advance your career positively.