Customer Success Specialist- June Start Date

Posted 7 Hours Ago
Raleigh, NC
Entry level
Artificial Intelligence • Marketing Tech • Software
The Role
The Customer Success Specialist at Levitate is responsible for managing the entire customer journey from onboarding to renewal, ensuring customer satisfaction, and facilitating relationships. The role entails providing training, maintaining customer accounts, and collaborating with teams to resolve issues efficiently.
Summary Generated by Built In

Levitate’s employees share a very important mission and goal: helping small businesses grow and thrive. We all contribute to this goal in unique ways, and that’s why we prioritize helping our staff identify their strengths and find genuine fulfillment in their roles.

Across every team and department at Levitate, you’ll find friendship, enthusiasm, intelligence, and drive. In our pursuit to make the world a more creative and entrepreneurial place, we keep our company’s five core values at the center of everything we do:

  • Creating magic
  • Showing customer empathy
  • Making data-driven decisions
  • Focusing on solutions, not problems
  • Making small improvements every day

We are excited to announce that we are looking for a Customer Success Specialist to join our team at Levitate. As a Customer Success Specialist, you will manage the full customer journey from onboarding to renewal. You will be responsible for managing customer accounts and ensuring that their needs are met in a timely and efficient manner.

Our ideal candidate is coachable, naturally empathetic, has excellent communication and time management skills, and enjoys working in a fast-paced environment. 

Responsibilities

  • Serve as the main point of contact to develop and maintain relationships with customers
  • Provide onboarding and training to new customers to assist them in reaching their goals.
  • Maintain a customer book of business where you're responsible for customer satisfaction and hitting monthly retention goals
  • Ensure customers get fast time-to-value and are engaged with the product
  • Collaborating with cross-functional teams to resolve customer issues in a timely manner
  • Maintain up-to-date knowledge about company products and services as they evolve

Our commitment to our staff is showcased not only through our strong company culture, but also through our employee-centric benefits and programs including:

  • Daily catered lunches from locally-owned restaurants and diverse snack offerings
  • Employee-led groups (run club, disc golf club, and book club, just to name a few) that bring employees with similar hobbies and interests together to inspire and build relationships
  • Plentiful opportunities to volunteer with and contribute to local organizations that align with the passions of our staff
  • Flexible PTO to facilitate strong work-life balance
  • Paid parental leave that provides employees with support and flexibility as they grow their families
  • Extensive benefit options including healthy lifestyle reimbursement, 401(k) matching, HSA/FSA, dental, vision, and mental health coverage, and much more
  • Culture Crew and Emerging Leader programs to foster employee leadership development, inclusivity, and connection through year-round trainings and events

Requirements

  • Organizational and process skills are essential
  • Excellent communication and interpersonal skills
  • Experience in a customer-facing role is preferred
  • Be a problem solver and advocate for clients
  • Ability to work independently and as part of a team
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The Company
HQ: Raleigh, NC
145 Employees
On-site Workplace
Year Founded: 2017

What We Do

Founded in 2017 by ShareFile creator Jesse Lipson, Levitate was built with a passion for helping small and medium-sized businesses focus on what they do best: building relationships. Our pioneering approach to marketing—what we call “keep-in-touch” marketing—leverages personal, authentic communication strategies with the power of an AI-driven platform to keep your business top of mind all the time.

Clients can use the application to send top-performing email templates to their network, schedule out sends in our content calendar, set up keep-in-touch tags for contacts, create automated drip campaigns, and more -- all with a dedicated marketing coach by your side.

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