Strategic Client Success Specialist

Set Forth, LLC; Schaumburg, Northern (IL, KY); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Set Forth, LLC is seeking a Client Success Specialist to build lasting relationships and ensure successful adoption of our debt resolution technology. You will act as a trusted advisor, guiding clients with strategic insights and proactive support to maximize value and retention.

This hybrid role requires collaboration with Sales, Product, Development, Operations, and Support, plus regular reviews, CRM-driven records, and careful management of client journeys. Two days per week in the office.

Qualifications

• High school diploma or equivalent.
• At least 2 years in client success, account management, or related role.
• Ability to build and maintain professional relationships with diverse stakeholders.
• Strong organizational, analytical, and problem-solving skills.
• Strategic thinking to align client needs with offerings.
• High degree of professionalism, integrity, and discretion.
• Collaborative mindset with cross-functional work ability.
• Attention to detail and accountability for results.

Responsibilities

• Serve as liaison and trusted advisor to an assigned portfolio of clients.
• Support the Technical Account Managers.
• Understand client objectives and align solutions to goals.
• Proactively manage relationships with regular communication and reviews.
• Monitor client utilization, engagement, and satisfaction; identify risks.
• Collaborate with Sales, Product, Development, Operations, and Support.
• Facilitate onboarding, training, and education for clients.
• Respond to inquiries and resolve issues to maintain service levels.
• Maintain records of client interactions in the CRM.
• Follow Information Security Policies and ensure confidentiality, integrity and privacy of data.

Skills

Client relationships

Cross-functional collaboration

CRM proficiency

Strategic thinking

Organizational skills

Communication skills

Education

Associate/Bachelor in business

Communications coursework

Tools

Salesforce

ClickUp

Pipedrive

Job description

Set Forth, LLC is seeking a Client Success Specialist to build lasting relationships and ensure successful adoption of our debt resolution technology. You will act as a trusted advisor, guiding clients with strategic insights and proactive support to maximize value and retention.

This hybrid role requires collaboration with Sales, Product, Development, Operations, and Support, plus regular reviews, CRM-driven records, and careful management of client journeys. Two days per week in the office.