Customer Success Specialist

Results-driven marketing agency focused on helping Social Security Disability (SSD) law firms grow through strategic TV and digital marketing, automation, and lead generation. We operate in a fast-paced, performance-driven environment where client experience, communication, and execution are critical to success. Location: Remote U.S or Canada-based Job Summary We are seeking a Customer Success Specialist to serve as the primary point of contact for client communication and a key connector between our clients and internal teams. This role is ideal for someone early in their career who is organized, responsive, and people-oriented, and who thrives in a fast-paced, client-facing environment. You will not be responsible for developing strategy—instead, you will ensure that communication is clear, consistent, and that client needs are effectively relayed, tracked, and supported across teams. This position also offers a growth path into sales or account leadership roles based on performance. Responsibilities

• Serve as the main point of contact for all client communication (email, phone, messaging, Zoom, Teams)
• Build strong, professional relationships with clients through consistent and proactive communication
• Schedule and participate in client check-ins, follow-ups, and status updates
• Act as a liaison between clients and internal teams (Marketing, Operations, Delivery) to ensure alignment and follow-through
• Track client requests, updates, and communication in CRM systems (e.g., Pipedrive)
• Ensure client deliverables, updates, and reports are communicated in a timely and organized manner
• Gather client feedback and relay it to the appropriate internal teams
• Support client satisfaction through responsiveness, organization, and follow-through
• Assist in identifying opportunities to enhance the client experience

Qualifications

• Bachelor’s degree in Business, Marketing, Communications, or related field (preferred but not required)
• 1–3 years of experience in customer service, client support, or a client-facing role
• Recent graduates are encouraged to apply
• Experience in retail, hospitality, or other customer-facing environments is a plus
• Strong communication and interpersonal skills
• Highly organized with strong attention to detail and follow-through
• Comfortable managing multiple conversations and priorities simultaneously
• Professional, positive, and solutions-oriented mindset
• Familiarity with CRM tools (e.g., Pipedrive) is a plus

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