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Job Summary:
We are looking for a proactive and customer-focused Customer Success Specialist to ensure our clients achieve maximum value from our AI-powered sales agent solutions. You will be the primary point of contact for clients, helping them onboard, optimize their usage, and achieve their business goals through our technology.

Key Responsibilities:

  • Serve as the main point of contact for clients, ensuring a seamless onboarding experience and ongoing support.
  • Proactively monitor client engagement and performance metrics, identifying opportunities for improvement.
  • Conduct regular check-ins and performance reviews with clients to ensure satisfaction and alignment with business goals.
  • Collaborate with internal teams, including sales, product development, and support, to address client needs and resolve issues promptly.
  • Provide training and guidance to clients on how to effectively use our sales agent solutions to achieve optimal results.
  • Develop and share best practices, strategies, and resources to help clients maximize their ROI.
  • Advocate for clients by communicating their feedback and feature requests to the product team.
  • Identify opportunities for upselling or cross-selling additional services or features that align with client needs.
  • Maintain accurate records of client interactions, feedback, and progress in the CRM system.

Qualifications:

  • A proactive attitude, with a focus on problem-solving and continuous improvement.
  • Bachelor’s degree in Business, Marketing, Communications, or a related field.
  • Proven experience in a customer success, account management, or similar role, preferably in a SaaS or AI-focused environment.
  • Strong understanding of sales techniques and processes; familiarity with psychological sales principles is a plus.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Ability to build and maintain strong client relationships and deliver exceptional customer experiences.
  • Analytical mindset with the ability to interpret data and provide actionable insights to clients.
  • Highly organized and capable of managing multiple client accounts simultaneously.
  • Proficiency with CRM tools (e.g., Salesforce, HubSpot) and collaboration platforms.

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