Customer Success Specialist
United States /
Financial Services Ecosystem – Customer Service /
Full Time
/ Remote
At Colibri Group, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork, and Curiosity. These values guide our interactions with each other, our customers, and the community.
Position Overview
We are seeking a passionate and driven Customer Success Specialist to join our team! As a key member of our customer-facing team, you will play a critical role in delivering exceptional support, guidance, and growth opportunities to our valued customers.
As a customer advocate, you will partner with our Customer Success and Sales team members to deliver the tools, reports, and training our customers need to succeed. You will help develop and implement an engagement strategy that fosters deep, long-lasting relationships based on proactive account management, customer journey mapping, and a commitment to customer satisfaction.
Our goal is to create a customer base of raving fans who are eager to recommend our products and services to others. If you are passionate about delivering an exceptional customer experience, have a talent for building relationships, and are committed to promoting customer success, we want to hear from you!
What You'll Do
- Responsible for partnering with a Customer Success and/or Sales team member to deliver solutions engineered to meet our client’s needs.
- Develop and maintain customized client sales sites.
- Build and manage customized customer reporting to ensure we meet our client’s needs and exceed expectations.
- Act as a trusted advisor by providing training and working with customers to help them extract maximum value from our solutions.
- Contribute to success plans and deliver assigned projects within the customer’s timeframe.
- Practice clear communication across the customer operational areas, ensuring best in class service.
- Serve as voice of the customer to prioritize feature requests and platform improvements during product discussions to improve our business solutions using the customer feedback loop.
- Build a strong understanding of client and industry segmentation, existing and emerging product and technologies, behavior, and insights to grow customer lifetime value.
What You'll Need To Succeed
- Bachelors’ degree required
- Financial services experience (selling to banks, credit unions, money services) preferred
- Data driven & project plan and management skills preferred
- Strong work ethic and ability to manage high levels of volume across multiple customers and projects, with varying degrees of priorities
- CRM experience preferred (Salesforce, HubSpot, NetSuite, etc.)
- PowerPoint, Word, and Excel mastery required
- Excellent verbal and written communication skills
- Ability to leverage your creativity, intellect, and results-oriented attitude to advance Colibri’s vision for the future.
Colibri Group welcomes applicants from all backgrounds and experiences, and we understand that not every candidate will meet every requirement listed in the job description. Research has shown that women and people of color may be less likely to apply to jobs unless they feel they meet every qualification, and we want to actively combat this bias in our hiring process. If you're excited about the role and believe you have the skills and experience to contribute to our team, we encourage you to apply, even if your background doesn't align perfectly with every qualification listed. We are committed to building a diverse and inclusive workplace, and we believe that diversity of perspectives and experiences is essential to our success. You may be just the right candidate for this role or another position within our organization. Don't hesitate to take the leap and apply today!
Colibri Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. Colibri Group prohibits discrimination and harassment of any kind based on race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other status protected under federal, state, or local law.
