- Own the entire relationship with assigned clients, including onboarding, implementation, training, adoption, retention, and satisfaction
- Establish relationships as a trusted and strategic advisor to help ensure the continued value of our products and services
- Develop and maintain customer-success strategies and best practices, as well as customer-support content, with help from the creative team
- Communicate effectively with both internal and external senior managers to better understand customer needs, maximize retention and growth, and share learnings
- Maintain existing customer-success metrics and data as directed
- Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting both
- Review the customer journey, determine how it's supported, and use a consultative approach to help clients overcome issues and achieve their goals
- Facilitate interaction and workflow among project team members, including third-party service providers, to ensure timely deliverables
- Collaborate, problem-solve, and/or strategize with team members on upcoming client meetings
- Prepare documentation or visuals of campaign performance for client; analyze trends in CSAT and NPS scores to identify areas for improvement
- Work with sales and marketing teams to boost customer referrals and develop case studies
- Three to five years of experience in communications, marketing, sales, account management, or customer success
- Strong skills in verbal and written communications, strategic planning, and project management
- Analytical and process-oriented mindset
- Ability to work effectively across multiple departments in a deadline-driven environment
- Active team player, self-starter, and multitasker who can quickly adjust priorities
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Customer Success Specialist - Lake Mary, United States - Kinnect
3 weeks ago
Description
Job Description
Job DescriptionThe Kinnect Company is a fast-growing data management platform that helps families keep all of their critical information organized, secure, and accessible in one place. By helping families keep everything organized, we can ensure those who matter most have access to the right information at the right time.
We're specifically looking for a customer success specialist who can roll up their sleeves and help us build the right 'customer success' processes and culture into our organization. In the ideal scenario, this role would turn into a management position where you will lead the 'customer success' team as needs grow and evolve. You will work directly families and professionals within their 'ecosystems' to seamlessly bring everything together in one place utilizing the Kinnect system.
The specialist will help craft our customer-success strategies, build strong relationships with customers and collaborate with other leaders internally to delivery consistently excellent customer experiences.
The ideal candidate is passionate about using analytical skills to identify problems, find solutions, and improve relationships.
To succeed in this role, the candidate should have strong attention to detail, interpersonal relationship skills, and problem solving abilities.
Objectives of this role
Responsibilities
Required skills and qualifications
The problem is that data can be overwhelming. It's difficult to remember what you have and where things are, which, in turn, makes it difficult to let others know what you have, and where things are.
We believe that life is already difficult enough, and you shouldn't have to struggle to keep up with everything, or to communicate critical details about your information with others.
From financial accounts, insurance policies, investments, estate documents, collectibles, to ownership structures, titles, companies, and even down to locations of keys, combinations, and critical instructions, the extensive amount of 'things' you have seem endless.
You deserve a platform that gives you peace of mind, knowing that your critical information is secure, while at the same time having the ability to access anything at your fingertips, so you can save time, avoid frustration, and create better transparency within your family ecosystem.
Introducing Kinnect.
Kinnect is a revolutionary platform that makes it easier than ever for you to keep everything secure, organized and accessible in one place.
Created by a team of family data and disruptive technology experts, Kinnect has been implemented by thousands of families and professionals within the financial, legal, accounting and family office industries.
Kinnect works as a turnkey solution that is adaptable to meet the wide ranging needs of any family, from families within the forbes 400 to simple, straightforward estates. No matter the level of complexity or abnormalities within a family ecosystem, Kinnect will drastically improve data organization and communication.
Kinnect takes a people-first approach to data management by giving each user ownership over their own data, and control over who they connect and engage with.
Kinnect doesn't just help you get organized, it helps you stay organized with automated reminders, checklists, and integrations into other data management systems. We also make your data more understandable by creating charts and reports to better understand what you have, how things are owned, and much more.
Kinnect offers simplified, user-friendly controls for collective ownership, sharing and permissioning, so you can control who can access your data, when they can access it, custom notifications, and much more. We also give you the ability to create automations and failsafes, so that if anything happens to you in the future, your data would become accessible to those who you deem appropriate.
While Kinnect is simple, and easy to use, we deliver military grade 256-bit encryption, and other security features, like two factor authentication and encryption keys to ensure your data stays safe.
Company Description
At Kinnect, we know you have many responsibilities, and have to keep up with many layers of financial, legal and personal information. \r\r
The problem is that data can be overwhelming. It's difficult to remember what you have and where things are, which, in turn, makes it difficult to let others know what you have, and where things are. \r
\r
We believe that life is already difficult enough, and you shouldn't have to struggle to keep up with everything, or to communicate critical details about your information with others. \r
\r
From financial accounts, insurance policies, investments, estate documents, collectibles, to ownership structures, titles, companies, and even down to locations of keys, combinations, and critical instructions, the extensive amount of 'things' you have seem endless. \r
\r
You deserve a platform that gives you peace of mind, knowing that your critical information is secure, while at the same time having the ability to access anything at your fingertips, so you can save time, avoid frustration, and create better transparency within your family ecosystem. \r
\r
Introducing Kinnect. \r
\r
Kinnect is a revolutionary platform that makes it easier than ever for you to keep everything secure, organized and accessible in one place. \r
\r
Created by a team of family data and disruptive technology experts, Kinnect has been implemented by thousands of families and professionals within the financial, legal, accounting and family office industries. \r
\r
Kinnect works as a turnkey solution that is adaptable to meet the wide ranging needs of any family, from families within the forbes 400 to simple, straightforward estates. No matter the level of complexity or abnormalities within a family ecosystem, Kinnect will drastically improve data organization and communication. \r
Kinnect takes a people-first approach to data management by giving each user ownership over their own data, and control over who they connect and engage with. \r
\r
Kinnect doesn't just help you get organized, it helps you stay organized with automated reminders, checklists, and integrations into other data management systems. We also make your data more understandable by creating charts and reports to better understand what you have, how things are owned, and much more. \r
\r
Kinnect offers simplified, user-friendly controls for collective ownership, sharing and permissioning, so you can control who can access your data, when they can access it, custom notifications, and much more. We also give you the ability to create automations and failsafes, so that if anything happens to you in the future, your data would become accessible to those who you deem appropriate. \r
\r
While Kinnect is simple, and easy to use, we deliver military grade 256-bit encryption, and other security features, like two factor authentication and encryption keys to ensure your data stays safe.
