Customer Success Specialist (in CT, NY, or MA)

Customer Success Specialist (long-term contract/temp 9 months+)

REMOTE based / Work from Home with company-provided laptop. You must reside in either Connecticut, Massachusetts, or New York

Job schedule: This is a fulltime role 40 hours/week.

Job Category: Temp/Contract role for 9 months, likely longer

Join our team as a Customer Success Specialist and help customers seamlessly transition to our enhanced software platform. You’ll guide them through migration, onboarding, and adoption — ensuring they see immediate value and achieve equal or greater utilization than before.

What You’ll Do

• Lead customers through smooth platform migrations and onboarding.
• Partner with technical and support teams to quickly resolve issues.
• Deliver training that empowers managers and staff to succeed.
• Monitor usage data to identify trends, boost adoption, and address risks.
• Share customer insights to influence product and process improvements.
• Drive scaled engagement for a pooled segment of transactional customers via phone, email, and virtual meetings.

What We’re Looking For

• 1+ years in Customer Success, Onboarding, or Account Management.
• Proven experience with migrations or scaled onboarding.
• Strong communication and relationship-building skills.
• Data-driven approach with a focus on results.

Success in This Role

• Customers transition smoothly and maintain or exceed prior usage.
• High customer satisfaction scores post-migration.
• Growing adoption of our software PLUS features.