Customer Success Specialist

Aston CarterAustin, TX
5d$27 - $27Remote

About The Position

As an Customer Success Specialist, you will play a pivotal role in fostering relationships with potential partners, guiding them through the application process, and ensuring a seamless onboarding experience. You will be responsible for managing leads, providing excellent customer service, and collaborating with internal teams to meet program requirements.

Requirements

  • 1+ year of experience with high-volume customer assistance
  • Experience within customer success or onboarding
  • Must have experience with CRM software
  • CANDIDATES MUST SIT IN CST TIME ZONE

Responsibilities

  • Conduct warm calls to prospective partners who have expressed interest in the program.
  • Manage and prioritize leads to ensure timely follow-up and engagement.
  • Send application materials and guide applicants through the submission process.
  • Serve as the primary point of contact for applicants, answering questions and providing clear, helpful guidance.
  • Assist applicants in navigating each stage of the funnel, from initial interest to becoming an active delivery partner.
  • Request and collect necessary documentation for vetting and onboarding.
  • Collaborate with internal teams to ensure applicants meet all requirements and deadlines.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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