Position Title: Client Success Specialist

I. Job Summary

The Client Success Specialist is responsible for maintaining and strengthening relationships with clients by ensuring their satisfaction, supporting their goals, and aligning client outcomes with the company’s business objectives. This role plays a key part in driving client retention, fostering long-term engagement, and supporting the growth of assigned accounts through strategic support and coordination with internal teams.

II. Key Responsibilities

• Serve as the primary point of contact for assigned clients, ensuring effective communication and timely resolution of concerns.

• Achieve monthly performance objectives related to client satisfaction, retention, and account growth.

• Support business development by identifying and assisting in the acquisition of new, profitable client accounts.

• Develop and implement client success plans, including regular engagement schedules, performance reviews, and strategic check-ins.

• Monitor client activity, identify risk factors, and proactively address issues to ensure continued satisfaction and partnership longevity.

• Ensure timely follow-up and collection of receivables in coordination with the finance team.

• Collaborate with internal departments including sales, finance, operations, and support to enhance the overall client experience.

• Maintain accurate and up-to-date records of client interactions, transactions, and progress reports.

III. Qualifications

Education:

• Bachelor’s degree in Business Administration, Marketing, Communications, or any related field.

Experience:

• Minimum of one (1) year of relevant experience in client success, account management, or sales support.

• Background in the pharmaceutical, medical, or B2B services industry is preferred.

Skills and Competencies:

• Strong interpersonal and relationship management skills

• Excellent verbal and written communication abilities

• Proficiency in Microsoft Office and customer relationship management (CRM) systems

• Strong organizational skills with attention to detail

• Ability to manage multiple client accounts and meet performance targets in a fast-paced environment

• Analytical thinking and problem-solving capability

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