Client Success Specialist

Position Summary

We are seeking a proactive and customer-focused Client Success Specialist to join our team. In this role, you will be responsible for creating and implementing processes to help clients achieve business objectives while maximizing retention and growth opportunities for the organization.

You will act as a trusted advisor and maintain strong relationships with both internal and external clients, ensuring they receive exceptional service and value from our products and solutions.

Key Responsibilities

• Reinforcement Services: Assist in the deployment of Sandler Reinforcement Services across the client portfolio.
• Client Onboarding: Lead and streamline the onboarding process for new clients, ensuring a smooth transition and a positive first experience.
• Coordinate Schedule: Collaborate with facilitators to create/manage the training calendar to ensure all client training obligations are scheduled in advance.
• Tracking/Reporting Key Client Engagement Data: Prepare and present regular reports on performance metrics, and actionable insights to both clients and internal stakeholders as needed.
• Relationship Management: Act as the main point of contact for administrative client communications.
• Issue Resolution: Manage and resolve client issues promptly, coordinating with support and technical teams as needed to ensure satisfaction.
• Internal Liaison: Work effectively with internal Sandler partners to share, develop, and deploy best practices.

Pay: $22.00 - $25.00 per hour

Expected hours: 25.0 – 30.0 per week

Benefits:

• 401(k)

Work Location: Hybrid remote in Independence, OH 44131