Client Success Specialist

Job Description

Job Description

Crestfield Talent is seeking a proactive Client Success Specialist to support client relationships, account engagement, and day-to-day service coordination.

This hybrid role is a good fit for someone who communicates well, stays organized, and enjoys helping clients while working closely with internal teams.

Responsibilities

• Support ongoing communication with assigned client accounts

• Respond to client questions and routine service requests

• Maintain accurate account notes and activity in CRM systems

• Follow up on open items and pending requests

• Coordinate client needs with internal departments

• Schedule calls, check-ins, and follow-up meetings

• Help support client onboarding and account transitions

• Track outstanding tasks and ensure timely follow-up

Qualifications

• Strong communication and relationship-building skills

• Good organization and attention to detail

• Comfortable using CRM and office software

• Able to manage multiple client accounts

• Professional and dependable

• Previous client success, account support, sales, or customer-facing experience is preferred

Skills

Client Success • Account Support • CRM • Client Relations • Customer Retention • Scheduling • Business Communication • Client Onboarding • Relationship Management • Problem Solving • Organization • Time Management

Position Highlights

• Hybrid work arrangement

• Full-time schedule

• Professional client-facing environment

• Account relationship experience

• Opportunities for professional growth