Customer Success Specialist - Cross Sales

Customer Success Specialist – Cross Sales Get AI-powered advice on this job and more exclusive features. The Customer Success Specialist – Cross Sales will act as a trusted advisor to existing customers, ensuring successful adoption while identifying and driving cross-sell opportunities across additional modules, features, services, and related solutions. This role blends customer success, relationship management, and consultative selling , with a strong focus on customer value realization and long-term account growth. Key Responsibilities Customer Success & Relationship Management Serve as the primary point of contact for assigned customers post-implementation Develop a deep understanding of customer goals, business challenges, and learning strategies Conduct regular check-ins, success reviews, and health assessments Cross‑Sell & Revenue Growth Identify cross‑sell opportunities within existing accounts (additional licenses, modules, integrations, services, or add‑ons) Educate customers on new features, enhancements, and complementary solutions aligned with their needs Partner closely with Sales, Account Management, and Product teams to position solutions effectively Support renewal conversations by demonstrating value and ROI Strategic Advisory Act as a strategic advisor on best practices for LMS usage, learner engagement, and revenue generation through education Recommend solutions to help customers expand training programs for employees, members, partners, or customers Leverage Salesforce data and dashboards to track customer usage and growth opportunities Maintain accurate account notes, opportunities, and forecasts in Salesforce Share customer feedback with Product and Leadership teams Contribute to playbooks and success strategies for cross‑selling and upselling Qualifications & Skills 3–5 years of experience in Customer Success, Account Management, or Inside Sales (SaaS preferred) Experience with Salesforce® and/or LMS platforms strongly preferred Proven ability to identify and close cross‑sell or upsell opportunities Strong consultative communication and presentation skills Ability to understand technical solutions and translate them into business value Self‑motivated, organized, and comfortable managing multiple accounts Preferred Experience Experience working with associations, nonprofits, corporate training, or member‑based organizations Familiarity with SaaS metrics such as adoption, retention, expansion, and churn Background in education technology or learning solutions What We Offer Opportunity to work with a leading Salesforce‑native LMS Collaborative, growth‑oriented culture Competitive compensation with performance‑based incentives Seniority level Mid‑Senior level Employment type Full‑time Industries Staffing and Recruiting #J-18808-Ljbffr