Role: Customer Success Specialist Experience: 2–5 years Contract: 12 Months with possibility of hire (CTH) Location / Work Model
Primarily remote. On-demand onsite presence may be required depending on business needs. Candidates based in Austin/Intuit/Deloitte locations or surrounding areas are advised in case onsite presence is required. Training & Onboarding Intuit will provide product training. Job Summary We are looking for a Customer Success Specialist with strong Customer Success Management capability, excellent client management and relationship-building skills, and bookkeeping/finance knowledge. The ideal candidate should have a balanced profile across Customer Success, customer relationship management, and finance/bookkeeping understanding. The candidate should be highly proactive, demonstrate strong ownership, and be comfortable managing a large customer portfolio. Each CSM will be mapped to approximately 150 customers/end clients, making strong portfolio management and customer engagement skills important. Key Responsibilities Manage a customer portfolio of approximately 150 customers/end clients. Proactively connect with clients/customers rather than waiting for queues or instructions. Build and manage strong customer relationships. Identify opportunities and help drive account growth. Resolve client issues. Take ownership of the assigned customer portfolio. Handle bookkeeping and finance-related activities. Required Skills & Experience 2–5 years of experience. Strong Customer Success Management / customer-facing experience. Strong client management and relationship-building skills. Experience with bookkeeping. Proactive approach and ownership mindset. Strong portfolio management and customer engagement skills. Excellent communication skills. #J-18808-Ljbffr...Job Title: Customer Success Specialist Location: New York City Office Department: Customer Operations Reports To: Chief Clinical Officer About Fynn.io Fynn.io is a fast-growing SaaS company transforming how senior living communities deliver care through...
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