Customer Success Specialist (CSS)

 Posted 3 months ago
  
 Mexico
  
2-5 years experience
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AI Summary

The Customer Success Specialist will build and maintain strong client relationships post-sale, acting as the primary contact to ensure customers achieve their goals and continuously receive value from the services. This role also involves proactively monitoring customer health, conducting business reviews, and leveraging a sales mindset to identify and support upsell and expansion opportunities.

Position Overview

Tendril is seeking a proactive and relationship-driven Remote Customer Success Specialist (CSS) to support and grow our client partnerships. The ideal candidate combines customer success expertise with a strong sales mindset, ensuring customers not only achieve their goals but also recognize the full value of Tendril’s solutions.

This role is critical in bridging customer support, account growth, and retention. A successful CSS will proactively engage customers, identify opportunities for expansion, and help drive long-term client satisfaction and revenue growth.

Candidates with sales, account management, or business development backgrounds are strongly encouraged to apply, as the role requires comfort discussing value, uncovering opportunities, and supporting upsell and expansion initiatives.


Key Responsibilities

Customer Relationship Management

  • Build and maintain strong relationships with assigned customer accounts.

  • Act as the primary point of contact for customers post-sale.

  • Ensure customers are successfully onboarded and continuously receiving value from Tendril’s services.

Customer Success & Retention

  • Monitor customer health and proactively address risks or challenges.

  • Conduct regular check-ins and business reviews with clients.

  • Identify opportunities to improve customer outcomes and satisfaction.

Sales-Oriented Account Growth

  • Leverage a sales mindset to identify upsell and cross-sell opportunities.

  • Partner with the sales team to expand accounts and drive additional revenue.

  • Understand client business goals and position Tendril’s solutions accordingly.

Customer Advocacy

  • Gather and communicate customer feedback to internal teams.

  • Advocate for client needs while balancing company objectives.

  • Support case studies, testimonials, and customer references when appropriate.

Operational Excellence

  • Maintain accurate customer records and engagement notes in CRM systems.

  • Track success metrics, renewal timelines, and engagement activity.

  • Collaborate closely with sales, operations, and leadership teams.


Required Qualifications

  • 2+ years of experience in Customer Success, Account Management, or Client Services.

  • Sales background or sales-driven mindset strongly preferred.

  • Demonstrated ability to manage client relationships and drive retention.

  • Strong communication and presentation skills.

  • Ability to identify opportunities for account expansion.

  • Comfortable working with CRM tools and customer success platforms.

  • Strong problem-solving skills and a proactive approach.


Preferred Qualifications

  • Experience in SaaS, lead generation, or sales development environments.

  • Previous experience working closely with sales teams or revenue operations.

  • Track record of upselling or expanding client accounts.

  • Experience managing multiple client relationships simultaneously.


Key Skills

  • Relationship building

  • Sales acumen

  • Strategic thinking

  • Customer advocacy

  • Communication and negotiation

  • Data-driven decision making


Why Join Tendril?

  • Be part of a growing, fast-moving team focused on delivering measurable results for clients.

  • Opportunity to directly impact customer success and revenue growth.

  • Work in a collaborative environment where customer insight drives strategy.

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