Remote Customer Success Specialist – Onboarding & Growth

Zohorecruit; Malabar (FL); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer match

PTO and holidays

Remote-first policy

Professional development stipend

Wellness benefits

Annual team retreats

Job summary

Zohorecruit in Malabar, Florida, seeks a Customer Success Specialist to advocate for a portfolio of clients, drive onboarding, and ensure long-term success in a remote-first culture. You will monitor account health, collaborate across teams, and help customers achieve outcomes with platform capabilities.

The role emphasizes relationship-building, proactive problem solving, and data-driven insights to reduce churn and identify growth opportunities.

Qualifications

• 2+ years of experience in customer success, account management, client services, or customer support (B2B preferred).
• Outstanding written and verbal communication skills with the ability to tailor messaging for diverse audiences.
• Proficiency with CRM systems (e.g., Salesforce, HubSpot, Zoho), ticketing platforms, and virtual collaboration tools (e.g., Zoom, Slack).
• Highly organized with strong time management skills and the ability to manage multiple accounts and priorities efficiently.
• Proactive problem-solver with an ownership mindset—comfortable driving issues to resolution independently.
• Experience in workforce development, training, staffing, HR, or recruiting is a strong plus.
• Proven success working in fully remote or distributed environments.
• Familiarity with data-driven decision-making and reporting tools (e.g., Google Sheets, Excel, Tableau).
• Competitive salary and performance-based incentives
• Comprehensive health, dental, and vision insurance
• 401(k) plan with employer match
• Generous paid time off (PTO) and company holidays
• Flexible work schedule with remote-first policy
• Professional development stipend for courses, certifications, and conferences
• Wellness benefits including mental health support and fitness reimbursements
• Annual team retreats and virtual engagement events
• Career growth opportunities within a fast-paced, mission-driven organization

Responsibilities

• Act as the main point of contact for assigned clients, cultivating strong, long-term relationships built on trust and value delivery.
• Lead end-to-end customer onboarding, including planning kickoff sessions, delivering platform walkthroughs, and conducting post-onboarding check-ins.
• Provide timely, accurate, and professional support via email, phone, and virtual meetings, resolving inquiries with a focus on customer outcomes.
• Track and analyze customer engagement metrics to detect churn risks, identify upsell/cross-sell opportunities, and inform strategic interventions.
• Collaborate with internal teams—technical support, sales, product, and operations—to resolve issues, align priorities, and ensure cohesive client experiences.
• Maintain comprehensive and up-to-date records of all customer interactions, escalations, and resolutions in ${CRM_PLATFORM}.
• Prepare regular account health reports, trend analyses, and feedback summaries for leadership and cross-functional stakeholders.
• Contribute to the continuous improvement of customer-facing materials, knowledge bases, onboarding playbooks, and support resources.

Skills

Communication

Time management

Proactive problem-solver

Remote work experience

B2B customer success

Tools

Salesforce

HubSpot

Zoho

Zoom

Slack

Google Sheets

Excel

Tableau

Job description

Zohorecruit in Malabar, Florida, seeks a Customer Success Specialist to advocate for a portfolio of clients, drive onboarding, and ensure long-term success in a remote-first culture. You will monitor account health, collaborate across teams, and help customers achieve outcomes with platform capabilities.

The role emphasizes relationship-building, proactive problem solving, and data-driven insights to reduce churn and identify growth opportunities.