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Client Success Specialist

Reports To: Manager, Client Success

Employment Type: Full Time, FSLA Status: Non-Exempt, EEO Category: Administrative Support Workers

The Impact you Will Have:

The Client Success Specialist is responsible for managing all post-sale client support to ensure clients receive maximum value from Crucial Learning training solutions. He or she acts as the single point of contact for service and account management needs. He or she supports, advocates for, and builds connections with clients to drive product adoption and reach, ensure positive renewal outcomes, and improve client loyalty. The Client Success Specialist is also a crucial part of the sales cycle, working directly with the Sales team to support their key outcomes and initiatives.

Note: Our office is based in Utah but we are open to hiring remote employees based in the U.S.

What You’ll Do:

You will assist the client success team in the three following areas.

Account Management

• Guide clients through post-sale onboarding, including orienting the client to Crucial Learning products and offerings
• Provide resources, case studies, and other collateral, as needed, to drive adoption in the client organization
• Process sales orders
• Guide clients through the contracting process

Event Management

• Manage client event logistics, including scheduling Master Trainers, contracting, shipping, and other logistical needs
• Build client relationship by following up post-event to identify opportunities for improvement and further needs
• Thoroughly understand each step of the event process for all event types and be able to answer event-related questions and concerns at all stages

Client Support

• Provide a single point of contact for all support-related questions from clients, including technical issues, billing and payment concerns, account needs, etc.
• Ensure clients have an effortless experience with Crucial Learning by providing efficient, professional, and accurate resolutions to client concerns

What You’ll Need:

• High School Graduate – some college or a degree is a plus, but not required.
• 1-2 years of experience
• Must be able to professionally and effectively communicate via email and phone to achieve optimal outcomes
• Intermediate skills in Microsoft Office and excellent phone etiquette required.
• Experience using CRMs is a plus
• You are customer service-oriented, have professional oral and written communication skills, and have the desire to perform at a high level with an emphasis on quality
• Experience in customer service or sales support is preferred
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

What You’ll Get:

• Access to some of the richest professional development programs.
• A variety of benefits. Programs include health benefits, life insurance, income protection and retirement savings plan with employer contributions to assist with your health & financial security today and in the years ahead.
• Access to health benefits and wellness programs for employees and families.
• The ability to work in a flexible work environment.
• Professional development support as we want YOU to be successful in your career. Our team will work with you to establish the goals you are trying to achieve in your profession.

The Process:

The first step is to apply to the role. If your experience matches our needs, you will be reached out to by a member of the HR team to set up a call to learn more about you. From there, you can expect to meet with the hiring manager and some other members of the team. We like to connect over the phone, via Zoom and sometimes, in person (when applicable)!

AAP:

Crucial Learning provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Crucial Learning complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Crucial Learning expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Crucial Learning’s employees to perform their job duties may result in discipline up to and including discharge.

If you are vision-impaired or have some other disability under the Americans with Disabilities Act or a similar law, and you wish to discuss potential accommodations related to applying for employment at Crucial Learning, please contact our Recruitment department at [email protected].

ADA (American with Disabilities Act) Information

• Work is performed primarily in an office setting
• Operates standard office equipment to include a computer, calculator, copier, fax, telephone