Client Success Specialist

Candidate Authenticity Statement
We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance.

This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards.

Remote-First with In-Person Training: This position is remote following successful completion of onboarding. New hires are required to attend two weeks of in-person training at our Carrollton, TX corporate office to ensure a smooth and successful transition into the role.

POSITION SUMMARY:
The Client Success Specialist (CSS) is responsible for delivering outstanding, proactive client care, with a focus on the most critical stages of the client journey: onboarding and renewal. As the primary point of contact during these key touchpoints, the CSS ensures a seamless and positive experience for new and existing clients, fostering long-term relationships and driving client retention. This role involves collaborating with internal teams, adhering to structured onboarding and renewal processes, and providing white-glove service to clients.

PRINCIPAL DUTIES & RESPONSIBILITIES (Core