Customer Success Specialist

Visual Edge Technology - Austin, TX

Full-time - Entry Level

Austin, TX

501-1,000 employees

Merchant Wholesalers, Durable Goods

About the position

The Customer Success Specialist at Visual Edge IT is responsible for developing trusted relationships with customers, ensuring their success with the company's services, and advocating for their needs within the organization. This role involves collaborating with various teams to identify new opportunities, assisting with customer onboarding and offboarding, and reporting on key performance indicators. The position emphasizes strong communication, organizational skills, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Develop trusted advisor relationships with customer executive sponsors and key points of contact.
• Ensure quarterly business reviews are scheduled and executed with the assigned customer base.
• Document and follow up on important actions and decisions from meetings.
• Collaborate with Sales, Managed Services, and Professional Services to help identify new opportunities with the account base.
• Coach customers to ensure they are leveraging Visual Edge IT services to help grow their business.
• Assist with onboarding of new customers.
• Assist with proper offboarding in the event of a customer agreement termination.
• Serve as a customer advocate within Visual Edge IT and drive best practices and the evolution of services and products.
• Report on Key Performance Indicators and ensure accurate information on customer interactions.
• Provide administrative support as needed.

Requirements

• Associate degree or equivalent work experience.
• Ability to maintain a high level of productivity and manage multiple competing priorities.
• Excellent communication and interpersonal skills.
• Strong organizational and multi-tasking skills.
• Excellent analytical and problem-solving abilities.
• Team management and leadership skills.
• Documentation management and proficiency in Microsoft Office tools.
• Time management skills with the ability to meet deadlines.
• Highly motivated self-starter who performs well independently and as a team player.
• Proven record of meeting customer retention goals.

Nice-to-haves

• Connect Wise Experience is preferred.
• Managed IT Service experience is preferred.

Benefits

• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance