Full description

Client Success Specialist

About the Role

Task Buddie is seeking Client Success Specialists to join our growing team. In this role, you’ll manage relationships with new and existing clients, ensuring a successful onboarding experience while identifying opportunities for account growth and long-term retention. You’ll act as a trusted point of contact, helping clients maximize value from Task Buddie’s services while supporting revenue growth through upsells and renewals.

What You’ll Do

Serve as the primary point of contact for assigned client accounts
Guide new clients through onboarding and early-stage success milestones
Build strong relationships by understanding client goals, needs, and challenges
Identify opportunities for account expansion, upgrades, and additional services
Conduct regular check-ins and follow-ups to maintain engagement and satisfaction
Track client activity, conversations, and growth opportunities in CRM systems

What You Bring

Experience in client success, account management or sales roles preferred but not required
Strong communication, relationship-building, and problem-solving skills
A consultative, sales-minded approach focused on long-term client value
Highly organized with the ability to manage multiple client relationships

What You’ll Get

Competitive base salary plus performance-based bonuses and incentives
Comprehensive benefits including medical, dental, vision, 401k, and paid time off
Full training and ongoing coaching to support your success
A collaborative, growth-focused culture where your impact is visible and rewarded