Job Summary
Togetherwork is seeking a Customer Success Specialist to manage and grow relationships with existing customers, focusing on aged accounts (6+ months) and those not utilizing integrated processing services. This role is critical in driving adoption of integrated processing and reducing churn among credit card processing customers.
Job Title: Customer Success Specialist
Location: Remote, United States
Salary: $50,000 – $55,000 USD per year
Key Responsibilities
- Backbook Customer Management: Develop strategies to engage and upsell integrated processing services to existing customers.
- Churn Prevention: Identify and proactively manage at-risk customers (6+ months), especially those using credit card processing services, and execute retention strategies.
- Account Analysis: Regularly review account metrics, usage patterns, and feedback to identify engagement opportunities and risks of churn.
- Upselling and Cross-Selling: Expand product usage and increase revenue within the existing customer base.
- Customer Education: Create and deliver training sessions to promote full utilization of services, particularly integrated processing.
- Relationship Building: Maintain strong relationships with key stakeholders to ensure customer satisfaction and loyalty.
- Reporting and Insights: Prepare reports on customer health, churn risk, and retention success, providing actionable insights to the team lead.
Requirements
- Experience: 3+ years in customer success, account management, or a related field with a proven track record in customer retention and upselling.
- Skills: Strong analytical abilities, excellent communication and presentation skills, and experience with CRM platforms and data analysis tools.
- Education: Bachelor’s degree in Business or a related field.
Preferred Skills
- Customer Account Experience: Experience working with long-term customer accounts.
- Churn Prediction: Familiarity with churn prediction models and customer health scoring.
Why Join Togetherwork?
At Togetherwork, we value diversity, creativity, and a commitment to inclusion. If you’re passionate about this role but don’t meet every qualification, we encourage you to apply—you may be the perfect fit for this or other roles.
Benefits
- Insurance: Medical, dental, and vision options.
- Disability and Life Insurance: 100% employer-paid short/long term disability and basic life insurance.
- Retirement: 401(k) with 100% company match.
- Paid Time Off: Flexible paid personal/vacation time, 10 sick days, and 10 company-paid holidays annually.
- Parental Leave: 6 weeks of paid parental leave.
Salary Range
- US Remote: $50,000 – $55,000 USD per year (final compensation based on location, experience, and performance).
- Other rewards include discretionary bonuses, long-term incentives, and more.
About Togetherwork
Togetherwork provides integrated software and financial solutions to various communities and organizations, including associations, camps, unions, fraternities, gyms, and more. Our mission is to help our clients better manage and grow their communities, enhancing member engagement.