Client Success Specialist

Working hours: US EST- Night Shift
Experience: 3-10 yrs within client success role, Excellent communication is must

Job Overview: We are looking for a Client Success Service Specialist to join our Client Happiness Team. This role plays a key part in ensuring our clients are happy, helping reduce client attrition, and improving the profitability of our products.

Key Responsibilities:
- Review client files (Placement, Retraction, and Payment) to ensure they are properly processed in the system.
- Monitor client communication to ensure reports and updates are sent on time, especially during the first 30 days after implementation.
- Keep the active client list updated and ensure reports are delivered on time, with special care to handle sensitive information (PII) correctly.
- Support audits by providing necessary email/SMS renders.
- Handle individual or bulk retractions as needed by the client.
- Update client configurations after the product is implemented.
- Assist the Client Success Manager with business reviews and prepare templates for client communication.

Skills and Requirements:
- Proficiency with Google Sheets and Jira.
- Willingness to learn new tools and systems, specifically the Retain Retool system.
- Strong written communication skills.