Client Success Specialist

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.

• 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

• 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

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

• Hybrid work arrangement

• Full-time schedule

• Professional client-facing environment

• Account relationship experience

• Opportunities for professional growth

Required Skills:

Client Management