Customer Success Specialist

Grayson HR

Applications Closed

Posted 4 days ago

Full Time

Durham, North Carolina

Fully Remote

Smart Summary

The Customer Success Specialist serves as the primary point of contact for client communication and acts as a liaison between clients and internal teams. They are responsible for tracking client requests in CRM systems and ensuring consistent, timely delivery of updates and reports.

We are looking for a Customer Success Specialist to be the main point of contact for clients, ensuring clear communication and effective support between clients and internal teams. Ideal candidates should have 1-3 years of experience in customer service or a related field (recent graduates are encouraged to apply), possess strong communication and organizational skills, and thrive in a fast-paced environment.

Must Have Skills for ATS

Customer service

Client communication

Relationship building

CRM management

Pipedrive

Organization

Attention to detail

Interpersonal skills

Problem solving

Time management

Lead generation

Marketing agency support

Job Description

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

Grayson HR

We provide fractional human resources (HR), and human capital consulting for startups and small businesses. We are a human resources strategic management and process improvement consulting agency specializing in startups and small businesses. Our consultants have Fortune 500 experience in various Human Resources areas. Each consultant has several years of expertise bringing applied solutions, both strategic and tactical, to organizations in order to increase the contributions of their most valuable asset, their people. They work with executives in small and mid-size organizations, specializing in the commercial real estate, IT and the medical spa industry. A Grayson HR consultant can partner with your internal HR team or with your business leaders to provide and implement strategic HR support.

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