Strategic Client Success Advisor

Access One Inc.; Chicago (IL); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Generous PTO

Flexible work environment

Volunteer opportunities

Job summary

Access One Inc. is seeking a Customer Success Specialist to develop and maintain long-term client relationships, serving as an internal advocate and liaison.

The role blends soft and hard skills, demanding superb communication, organization, and time management to manage diverse, complex client needs. The position emphasizes building trusted partnerships, driving customer satisfaction, and coordinating with multiple departments to ensure successful outcomes in a fast-paced environment.

Qualifications

• 2–5 years of experience in a Customer Service role (CSR).
• Familiarity with Microsoft applications (Outlook, Teams, Excel, Word, SharePoint).
• Experience with ticketing systems (ConnectWise preferred).

Responsibilities

• Build relationships with assigned clients, including onboarding and quarterly reviews.
• Establish a trusted advisory relationship to drive high client satisfaction.
• Maintain and implement customer success strategies with regular check-ins and follow-ups.
• Serve as escalation point for client issues and coordinate with departments as needed.
• Communicate with senior internal/external management to understand needs and maximize retention and growth.
• Create and maintain runbooks, self-help guides, and important documents for each change order.
• Audit account services to ensure accurate billing and open tickets as needed.
• Provide access to online billing portal and answer billing inquiries.

Skills

Communication skills

Organizational skills

Time management

Tools

Outlook

Teams

Excel

Word

SharePoint

ConnectWise

Job description

Access One Inc. is seeking a Customer Success Specialist to develop and maintain long-term client relationships, serving as an internal advocate and liaison.

The role blends soft and hard skills, demanding superb communication, organization, and time management to manage diverse, complex client needs. The position emphasizes building trusted partnerships, driving customer satisfaction, and coordinating with multiple departments to ensure successful outcomes in a fast-paced environment.