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iClosed

Customer Success Specialist – CET Shift

iClosed

. Lead customer onboarding and success calls, helping teams get set up and see value in iClosed .

Posted 10/22/2026full-timeRemoteJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in SaaS Customer Success and Account Management, with a strong focus on customer onboarding, retention strategies, and effective communication. Proficient in utilizing CRM tools and managing high-ticket sales processes to enhance customer satisfaction and drive account growth.

Highest-signal resume keywords
SaaS Customer SuccessAccount ManagementCRM ToolsOnboarding DemosHigh-Ticket Sales Funnels

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer OnboardingAccount ManagementSales OperationsRetention ProcessesWorkflow Understanding
Soft Skills
Clear CommunicationProblem-SolvingFollow-ThroughCommercial AwarenessJudgment
Tools & Technologies
HubSpotClosePipedriveZapierStripe
Industry Keywords
Customer SuccessChurn ManagementSales TeamsAccount RetentionCET Shift Availability

About the role

Key responsibilities & impact
  • Lead customer onboarding and success calls, helping teams get set up and see value in iClosed
  • Reach out to canceled and at-risk accounts, understand what is going wrong, and work toward meaningful resolutions
  • Follow up on failed and overdue payments before they become avoidable account interruptions
  • Help customers navigate plan questions, expansion opportunities, and add-ons such as Multi-Booking
  • Identify recurring blockers and coordinate with Support and Billing
  • Keep every customer follow-up moving
  • Maintain accurate account notes so the next person knows what happened and what comes next
  • Help new customers see real value in iClosed early
  • Ensure at-risk and canceled accounts receive a fast, thoughtful response and clear path forward
  • Help customers use plans and add-ons that fit how they sell

Requirements

What you’ll need
  • At least two years of experience in SaaS Customer Success, Account Management, or a similarly customer-facing role
  • Confident on live calls, with clear, natural English - written and spoken
  • Comfortable having difficult conversations about churn, price, missed expectations, or overdue payments
  • Able to understand a new software workflow, ask useful questions, and explain the next step without drowning people in technical detail
  • Commercial awareness balanced with good judgment: you want to retain and grow accounts, not pressure customers
  • Strong follow-through and ownership of customer commitments
  • Experience with high-ticket sales funnels, sales operations, booking systems, or sales teams
  • Familiarity with CRM tools and automations, including HubSpot, Close, Pipedrive, Zapier, Make, and Stripe
  • Experience running onboarding demos or building retention processes
  • French is a plus
  • Full availability during CET shift hours
  • Short 2–3 minute Loom video required as part of the application

Benefits

Comp & perks
  • A fully remote role with a flexible working environment
  • Performance bonuses
  • Opportunities for growth
  • Competitive compensation
  • Opportunity for long-term collaboration