Remote Customer Success & Growth Specialist

PracticeTek; Oregon; Hybrid; USD 34,000 - 39,000; Full time

Benefits offered by this job

Health benefits

Dental

Vision

Paid time off

401(k) with company match

Bonuses or equity potential

Job summary

PracticeTek seeks a Customer Success Specialist to drive proactive engagement and coordinate escalated support for a defined book of business. You will partner with cross-functional teams to ensure adoption, minimize friction, and identify risks and opportunities that impact retention and growth.

You will help translate customer needs into actionable plans, support renewals and expansion decisions, and develop skills to grow into a future Customer Success Manager role.

Qualifications

• Minimum of four (4) years of experience in customer success, account support, client services, support, implementation, partner support, operations, project coordination, or a similar customer-facing role.
• Ability to manage multiple customers, cases, stakeholders, priorities and deadlines with strong documentation, organization and follow-through.
• Experience coordinating complex or escalated customer issues across multiple teams with sound judgment around urgency and impact.
• Outstanding written and verbal communication skills, translating complex issues into concise, actionable updates.

Responsibilities

• Own proactive customer engagement: manage outreach and follow-through for an assigned book of business.
• Drive escalated issues toward resolution with cross-team coordination for clear ownership and next steps.
• Strengthen customer and partner relationships by preparing meetings and providing timely updates.
• Identify retention risks and growth signals and connect insights to the Enterprise Relationship Manager.
• Improve cross-functional execution by documenting accounts and coordinating handoffs across teams.

Skills

Customer success

Account support

Client services

Coordination

CRM experience

Tools

CRM software

Ticketing system

Job description

PracticeTek seeks a Customer Success Specialist to drive proactive engagement and coordinate escalated support for a defined book of business. You will partner with cross-functional teams to ensure adoption, minimize friction, and identify risks and opportunities that impact retention and growth.

You will help translate customer needs into actionable plans, support renewals and expansion decisions, and develop skills to grow into a future Customer Success Manager role.