Sr. Client Success Specialist

InStride·Remote(United States)
Customer Success
SalesforceExcel

WFA Digital Insight

As the demand for skilled client success specialists continues to rise, with a reported 25% increase in job openings in the last year, InStride stands out as a pioneer in empowering educational and professional advancement. With a strong focus on customer satisfaction and operational excellence, this role offers a unique opportunity for growth. Candidates should note that 2+ years of experience in customer success and strong analytical skills are crucial for success. Moreover, the ability to work remotely and collaborate with cross-functional teams is a significant plus in today's remote job market, where flexibility and adaptability are key.

Job Description

About the Role

The Senior Client Success Specialist role at InStride is a critical position that works closely with the Senior Client Success Managers to drive exceptional operational experiences for clients. This involves supporting the client success team in delivering on annual program targets while improving overall client satisfaction. The primary focus will be on resolving learner challenges in a timely manner, working cross-functionally across InStride's internal teams and external partners.

As a key member of the client success team, this role will identify learner escalation trends, surface feedback to all parties, and represent the learner perspective internally to enhance InStride's internal processes. The goal is to keep client satisfaction top of mind while driving operational excellence. This position reports to the Sr. Manager, Client Success.

The role is part of a dynamic team that is passionate about making a difference and driving educational and professional advancement. InStride's mission goes beyond skill-building; it's about empowering partners' employees to advance their careers, elevate their expertise, and achieve meaningful personal and professional growth.

What You Will Do

  • Support the client success team in delivering on annual program targets while improving overall client satisfaction
  • Drive an exceptional operational experience for clients by working to resolve learner challenges in a timely manner
  • Work cross-functionally across InStride's internal teams (e.g., Client Success, Learner Support, Product, Technology, Marketing) and external partners (Clients and Academic Partners)
  • Identify learner escalation trends and surface feedback to all parties
  • Represent the learner perspective internally to enhance InStride's internal processes
  • Provide learner escalation support for clinical programming
  • Support other strategic client needs as required
  • Collaborate with generative AI to enhance operational excellence, accelerate issue resolution, and produce clear communications
  • Stay organized across multiple systems and improve operational efficiency
  • Identify recurring trends that create opportunities for scalable process and product enhancements

What We Are Looking For

  • 2+ years of experience in customer success and/or client services role, particularly in technology-enabled services
  • Strong analytical and problem-solving skills
  • Exceptional ability to build trust and foster long-term partnerships through reliable follow-through, effective communication, and strong customer service
  • Demonstrated ability to stay organized across multiple systems and improve operational efficiency
  • Skilled at delivering clear, concise guidance to both internal and external stakeholders while translating complex information
  • Ability to collaborate with generative AI to enhance operational excellence
  • Strong knowledge of Salesforce and Excel
  • Customer-first mentality, with a focus on building and nurturing strong, lasting relationships both internally and externally

Nice to Have

  • Experience in the education technology sector
  • Knowledge of clinical programming
  • Certification in customer success or a related field
  • Experience with AI-enabled client success tools

Benefits and Perks

  • Opportunity to work with a dynamic team that is passionate about making a difference
  • Competitive compensation package
  • Flexible remote work arrangement
  • Access to top-tier education programs for personal and professional growth
  • Collaborative and supportive work environment
  • Professional development opportunities
  • Recognition and reward for outstanding performance

How to Stand Out

  • To stand out, highlight your experience in customer success and your ability to build strong relationships with clients. Showcase your analytical and problem-solving skills, and demonstrate how you can leverage tools like Salesforce and Excel to drive operational excellence. When applying, make sure your resume and cover letter are tailored to the role, emphasizing your customer-first mentality and ability to work effectively in a remote team environment. Be prepared to discuss specific examples of how you've resolved complex learner issues and improved client satisfaction in previous roles. Lastly, be ready to ask informed questions during the interview, such as how the company approaches professional development and what opportunities are available for growth within the organization.

This is a remote position listed on WFA Digital, the platform for professionals who work from anywhere. Browse more remote jobs across all categories.