Customer Success Specialist in San Diego, California - #67125 | VanderHouwen

Description

Job Id: 67125

Customer Success Specialist
Our client is seeking a skilled Customer Success Specialist to join their team. This role is pivotal in driving customer engagement and success through technical expertise, strategic collaboration, and a strong focus on renewal and retention processes. The ideal candidate will have a deep understanding of Salesforce, experience with Oracle, and exceptional communication skills suited to engaging with C-level executives.

This role is onsite in San Diego, California.

Customer Success Specialist Responsibilities

• Drive Account Renewals: Cultivate, influence, and secure account renewals while protecting and enhancing customer trust.
• Manage the Renewal Process: Execute all phases of the renewal process, including account review, customer notifications, quote creation, and strategic negotiation to close renewals.
• Collaborate Across Teams: Work closely with Customer Success, Sales, Product Management, and Legal teams to develop renewal strategies using data-driven insights.
• Ensure Accuracy: Review renewals for accuracy, validate pricing and license counts in Salesforce and Oracle, and communicate necessary changes to customers.
• Mitigate Churn: Monitor at-risk accounts and develop strategic plans to reduce customer churn.
• Set and Achieve Goals: Consistently meet or exceed quarterly and annual renewal goals.
• Adopt New Initiatives: Proactively adopt and implement new initiatives and programs that support customer success and retention.
• Track Progress: Prepare activity and forecast reports to track progress and ensure alignment with team objectives.

Customer Success Specialist Qualifications

• Associate’s degree in Finance, Accounting, Business, or a related field preferred. Candidates without higher education will also be considered.
• 5+ years of experience in customer support, service/management, accounts receivable, or a related field. Open to candidates with 20+ years of experience.
• Strong knowledge of Salesforce and Oracle.
• Familiarity with Microsoft Systems.
• Exceptional written and verbal communication skills, with a focus on engaging effectively with C-level executives and stakeholders.
• Proven ability to interface directly with customers, particularly at the executive level.
• Understanding of quoting, billing, contracts, and order processing.

Preferred:

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• Experience working with software solutions in the construction industry.
• Experience with NetSuite in addition to Salesforce.
• Background in supporting a sales or financial-oriented organization.

Compensation: $20-$22/hr. (DOE)

VanderHouwen Contractors Enjoy Exceptional Benefit Perks!
As an eligible contract employee with VanderHouwen, you’ll have access to a full suite of benefits designed with your well-being in mind. Our comprehensive package includes medical, dental, vision, life insurance, short- and long-term disability, and a matching 401(k) to help secure your future.

Meet VanderHouwen
What kind of recruiter do you see yourself working with? One who prioritizes your best interest, no matter what? VanderHouwen does, and we’re in it for the long game! Our recruiters focus on YOU, building meaningful, long-term relationships while developing a deep understanding of companies’ staffing needs and workplace cultures. This approach helps us find an ideal job match that aligns with your unique career aspirations and goals.

VanderHouwen is an award-winning, Women & Diversity-Owned, WBENC certified professional staffing firm. Founded in 1987, VanderHouwen places experienced professionals across the nation! Our recruitment teams specialize in either Technology and IT, Engineering, Human Resources, or Accounting and Finance career markets. Partner with us to land your next exciting career!

VanderHouwen is an Equal Opportunity Employer and participates in E-Verify. VanderHouwen does not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable local, state, or federal civil rights laws.