Customer Success Specialist

Are you passionate about customer satisfaction and building long-term customer relationships? Quotewerks is a Florida-based software company dedicated to helping small and mid-sized businesses streamline operations and drive growth through quote and proposal software. We are looking for a Customer Success Specialist who is committed to ensuring QuoteWerks customers consistently realize value through our products. This is an on-site position located in Orlando, FL.

• Robust benefits package including health insurance, dental, vision, 401K, PTO, and holidays
• Salary range of $45,000 - $55,000, plus quarterly bonus opportunities
• A set schedule of 8:45am-5:15pm to help promote work/life balance
• Small team, big impact - your work will directly shape the customer experience and company growth
• Collaborative, supportive culture where your voice matters
• Opportunities for continued growth and learning

• Serve as the customer retention specialist for all existing QuoteWerks customers
• Own renewal outcomes by ensuring customers clearly see and experience the value of QuoteWerks leading up to renewal
• Monitor customer health metrics, usage patterns, and engagement signals to proactively identify and address at-risk accounts
• Develop and execute targeted retention strategies for customers showing signs of churn risk
• Ensure customers are taking advantage of the full range of QuoteWerks products and features, and identify opportunities where other QuoteWerks products may meet their needs
• Gather customer usage data relevant for product development and enhancements.
• Generate QuoteWerks revenue through upsell and cross-sell opportunities
• Work with internal teams to advocate for customer needs, provide feedback, and contribute to continuous product and process improvement

• 2-3 years of experience in customer/client success, account management, or a similar customer-facing role (SaaS, technology, and CRM experience strongly preferred)
• 2-3 years of experience in a B2B environment (again, SaaS experience is a plus)
• 2+ years of experience working in a small office environment
• Experience in a high call-volume roll
• Tech savvy with the ability to explain complex concepts in a user-friendly way
• Prior experience managing and optimizing a portfolio of customers and achieving financial goals
• Familiarity with CRM or accounting software is a plus
• Strong business and people skills, including planning, presentation, sales, and business acumen