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Customer Success Specialist – SAAS
Pear Tree.. Respond to learner and admin queries by email and help desk .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success and support, with a strong focus on onboarding, customer engagement, and retention strategies. Proficient in using HubSpot CRM and creating content that enhances customer experience and value.
Highest-signal resume keywords
Customer Success ExperienceHubSpot CRM ProficiencyContent Creation for Social MediaLearning Management Systems FamiliarityExcellent Written Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SCORM UploadsCourse SetupReportingIntegrationsOnboarding ProcessesCustomer Check-InsRenewal SupportVideo Call ConfidenceProblem-SolvingTask Organization
Soft Skills
CuriosityIndependenceFollow-Through
Tools & Technologies
HubSpot
Industry Keywords
SaaSELearningNot-For-Profit SectorMembershipGlobal Audience
About the role
Key responsibilities & impact- Respond to learner and admin queries by email and help desk
- Troubleshoot platform questions involving course setup, enrolments, SCORM uploads, reporting and integrations
- Identify recurring issues and suggest improvements to help content, processes or the product
- Run new-customer onboarding using the company's Time to Value process
- Conduct regular customer check-ins and understand customer goals and service usage
- Monitor usage and health signals in HubSpot and admin dashboards
- Flag at-risk accounts ahead of renewal, prepare renewal-support material and log churn reasons
- Help customers gain more value from the platform from onboarding through renewal
- Maintain accurate and up-to-date HubSpot CRM records
- Run tailored product demos for associations and not-for-profits
- Follow up with prospects, answer questions and keep deals moving
- Help write blog posts, customer newsletters and social media posts
- Create guides, case studies and how-to resources
- Share customer wins and stories demonstrating what associations can achieve with learning
- Report to the Head of Customer Success
Requirements
What you’ll need- Experience in a customer-facing role such as customer success, support, account management or sales, ideally at a SaaS company
- Track record of working independently
- Excellent written communication
- Confidence running a video call or demo
- Curious, problem-solving mindset
- Comfort learning new software quickly
- Strong organisation and follow-through across a variety of tasks
- Familiarity with HubSpot (bonus)
- Experience working for an international company supporting a global audience (bonus)
- Experience with learning management systems, eLearning or SCORM (bonus)
- Knowledge of the association, membership or not-for-profit sector (bonus)
- Experience creating content for social media or email newsletters (bonus)
Benefits
Comp & perks- Thorough training
- Ongoing support
- Full onboarding
- Regular one-on-ones
- Flexible overlap with New Zealand and Australian business hours
- Openness to working US West Coast hours as the North America customer base grows