Jobba Trade Technologies - Chicago, IL
posted 4 months ago
The Customer Success Specialist is a vital member of the Services team, dedicated to advancing the organization's mission by delivering exceptional service to customers, partners, and other stakeholders. This customer-facing role involves providing technical assistance that can be performed on-site, in-house, or remotely, aligning with the company's service approach. The Specialist is tasked with engaging with end users to assist them with various software features and functionalities, including setup, education, and workflow configuration, as well as reporting and integration with other tools and databases. A proactive and collaborative attitude is essential, as the Specialist must ensure compliance with company policies while offering guidance and support to clients and team members. In this role, the Specialist will partner with colleagues on the Customer Success team to guarantee that customers realize a return on their investment in the subscription services. Responsibilities include effectively managing small to medium software implementation projects, developing onboarding plans tailored to audience availability, and conducting discovery meetings to document current business processes and management objectives. The Specialist will facilitate training sessions for customers on the Jobba platform, configure features across various business processes, and address customer inquiries by researching and providing resolutions. Additionally, the Specialist will analyze subscription usage to identify adoption issues and create strategies to enhance customer engagement and reduce churn. Monitoring key performance indicators (KPIs) and deliverables will be crucial in assessing overall customer health, and the Specialist should be prepared to embrace flexibility by taking on ad-hoc tasks and projects as needed.