Customer Service Specialist 1

Infoshred•East Windsor, CT

8h•Onsite

About The Position

The Customer Success Specialist ensures an exceptional customer experience while driving revenue growth through cross-sell opportunities and proactive engagement with warm prospects. This role blends relationship management, consultative selling, and operational coordination to maximize client satisfaction and business outcomes.

Requirements

Associate's degree in Business, Marketing, Communications, or related field ( or equivalent experience ).
3+ years in inside sales, client success, or account management roles, service industry experience preferred
Proven ability to identify and execute cross-sell and upsell strategies.
Experience with CRM systems (Insightly preferred) and strong data management skills.
Familiarity with sales pipelines, lead qualification, and consultative selling techniques.
Willing to be an integral part of the team, able to adapt to changes, and willing to learn and practice new concepts.
Able to be based out of our East Windsor, CT headquarters.
Strong communication and interpersonal skills for building client relationships.
Excellent organizational and time management abilities to manage multiple accounts and priorities.
Analytical mindset for interpreting CRM data and identifying growth opportunities.
Collaborative approach to working with cross-functional teams (Customer Service, Operations)
Persistent follow-through and attention to detail to drive deal closure.

Responsibilities

Revenue Growth & Cross-Selling: Identify and pursue cross-sell and upsell opportunities within existing accounts.
Collaborate with sales leadership to develop strategies for expanding client engagement.
Prospecting & Lead Engagement: Engage warm prospects generated through marketing or referrals, qualifying them for potential opportunities.
Maintain a consistent pipeline and nurture relationships to convert prospects into engaged opportunities.
CRM Utilization (Insightly): Accurately track all client interactions, opportunities, and deal progress inside the Insightly CRM.
Ensure data integrity and leverage CRM insights to prioritize follow-ups and forecast revenue.
Follow-Through & Deal Closure: Maintain rigorous follow-up schedules to advance opportunities through the sales cycle.
Drive timely closure of deals by addressing client concerns and aligning solutions with their goals.
Customer Success & Relationship Management: Act as the primary point of contact for assigned clients, ensuring needs are met and expectations exceeded.
Monitor client satisfaction and proactively address issues to maintain long-term relationships.
Cross-Functional Collaboration: Work closely with Customer Service and Operations teams to deliver seamless client experiences.
Coordinate internal resources to resolve issues and fulfill client requirements promptly.
Provide a positive onboarding experience for our new or expanded relationships