Client Success Specialist About the Role Task Buddie is seeking Client Success Specialists to join our growing team. In this role, you’ll manage relationships with new and existing clients, ensuring a successful onboarding experience while identifying opportunities for account growth and long-term retention. You’ll act as a trusted point of contact, helping clients maximize value from Task Buddie’s services while supporting revenue growth through upsells and renewals. What You’ll Do • Serve as the primary point of contact for assigned client accounts • Guide new clients through onboarding and early-stage success milestones • Build strong relationships by understanding client goals, needs, and challenges • Identify opportunities for account expansion, upgrades, and additional services • Conduct regular check-ins and follow-ups to maintain engagement and satisfaction • Track client activity, conversations, and growth opportunities in CRM systems What You Bring • Experience in client success, account management or sales roles preferred but not required • Strong communication, relationship-building, and problem-solving skills • A consultative, sales-minded approach focused on long-term client value • Highly organized with the ability to manage multiple client relationships What You’ll Get • Competitive base salary plus performance-based bonuses and incentives • Comprehensive benefits including medical, dental, vision, 401k, and paid time off • Full training and ongoing coaching to support your success • A collaborative, growth-focused culture where your impact is visible and rewarded