Customer Success

Customer Success Job Description Template

Our company is looking for a Customer Success to join our team.


  • Create customer-facing resources, such as help documents or how-to videos;
  • Participate in planning for Users’ Conferences or other customer events;
  • Contribute to product enhancement road map, testing, and documentation efforts;
  • Provide exceptional customer support to our clients;
  • Manage new customer on-boarding, including project management and training;
  • Develop expert-level understanding of our products;
  • Build strong on-going relationships with our customers through regular check ins.


  • Proficient computer skills, including web-based software and standard office applications;
  • Previous professional experience in a software support role is preferred;
  • Excellent communication, organization, and interpersonal skills;
  • Previous exposure to public procurement or special education is a plus;
  • Technical knowledge is a plus (we work with a lot of developers);
  • BA/BS degree or equivalent;
  • Strong communication + ability to interact with other humans;
  • Knack for analyzing data so that you can better figure out from a big picture standpoint what is working and what’s not working for our customers;
  • Minimum 2+ years in a customer facing position;
  • Familiarity with Slack and Zendesk are great, but not required (this can be easily learned on the job).