Customer Service/ Success Specialist

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About this service

Summary

I provide customer service and success management that strengthens retention and drives growth. Using proactive support, data-driven insights, and personalized engagement, I create seamless customer experiences. By turning challenges into solutions, I help businesses build lasting loyalty and maximize customer value.

What's included

  • Onboarding & Training Documentation

    Structured onboarding plans and training materials to ensure seamless adoption of products/services.

  • Quarterly Business Review (QBR) Reports

    Comprehensive performance reviews highlighting client progress, key successes, and opportunities for growth.

  • Sales & Growth Impact Reports

    Analysis of account expansion, upselling opportunities, and revenue contributions based on customer engagement.

  • Customer Satisfaction & Performance Insights

    Data-driven reports from customer feedback, tracking engagement, churn rates, and improvement areas.


Skills and tools

Account Manager

Customer Success Manager

Sales Manager

Asana

Asana

HubSpot

HubSpot

Salesforce

Salesforce

Industries

Other
Investment & Asset Management