Client Success Specialist

About the Role Client Success at Botkeeper isnt a support functionits a growth function. Were looking for seasoned operators who treat client health like a science and a craft. Youll be the strategic point of contact for our customers owning onboarding enablement inbound support engagement and retention.

Support at Botkeeper isnt offloaded to a random queueits handled by the same person who understands the client best: you. The right person doesnt wait for a ticket or a red flagthey see it coming a mile away and act before it becomes a problem.

Your success will be measured by the success of your clients. This role is ideal for someone who thrives on building relationships crafting success plans and driving long-term outcomesnot just solving short-term problems.

What Youll Own

• Leading new client onboarding and training with a strong strategic foundation (not just walking through features).

• Owning ongoing account health by proactively identifying risks opportunities and growth potential.

• Handling inbound support requests directlybecause you know the client their goals and their history better than anyone.

• Creating and delivering tailored training and enablement that aligns with client goals.

• Building deep consultative relationships with your book of business.

• Collaborating cross-functionally with Sales Product and Support to deliver a seamless client experience.

• Using HubSpot Service Hub to manage touchpoints track health metrics and drive insights.

• Translating qualitative feedback into product and process improvements.

• Developing and executing client success plans that ensure adoption satisfaction and long-term retention.

What You Bring

• 3+ years in a Customer Success Account Management or Strategic Support rolepreferably in SaaS.

• A proactive mindset: you dont wait for churn signals you prevent them.

• Excellent communication skills with the ability to build trust and influence outcomes.

• Experience onboarding and training clients with a focus on business impact.

• Comfort navigating the nuances of B2B relationships.

• Strong EQ and an analytical approach to client health and success metrics.

• Familiarity with accounting workflows or working with CPA firms (nice to have).

• Experience with HubSpot (or similar CRM/CS tools) is a plus.