Customer Success Specialist

🕒 June 13

🐻 Alaska, California, +1 more states – Remote

🐻 Alaska – Remote 🏄 California – Remote 🌺 Hawaii – Remote

💵 $50k - $53k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Rightworks

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

🏢 Enterprise

☁️ SaaS

Finance • Enterprise • SaaS

Rightworks is a technology company that specializes in providing secure cloud hosting solutions and productivity software for accounting firms and small businesses. With its flagship platform, OneSpace, Rightworks offers remote access to accounting and tax applications like QuickBooks, enhancing collaboration and data security for users. The company also provides comprehensive cybersecurity tools, data backup, and business intelligence solutions to help businesses grow and protect their data. Rightworks supports a wide range of accounting applications, making it easy for firms to customize their solutions. Since 2002, Rightworks has focused on delivering advanced and user-friendly solutions with expert support to help the accounting profession progress securely and efficiently.

📋 Description

• Answer inbound customer calls and requests related to account management, product usage, service changes, and expansion opportunities • Develop an understanding of each customer’s business, goals, and current solutions to provide informed and relevant guidance • Resolve straightforward account and sales-related requests directly; coordinate warm transfers or meetings with Customer Success Managers, Account Executives, or Technical Support as needed • Recommend relevant upgrades, add-ons, and services that align with customer needs and drive additional value • Support customer adoption and success by reinforcing best practices, available services, and next steps • Accurately submit and process orders using pricing tools, product documentation, and internal systems • Collaborate cross-functionally with Sales, Success, Support, Finance, and Product teams to resolve customer issues efficiently • Meet or exceed defined productivity, quality, and customer satisfaction metrics • Provide internal feedback and recommendations based on recurring customer insights and trends • Participate in team initiatives, documentation improvements, and process enhancements as assigned • Work on projects/out of scope company efforts as needed • Provide coverage for Customer Success Managers as needed

🎯 Requirements

• 1–3 years of experience in a customer-facing role such as Customer Success, Sales Support, Account Management, or Technical Support • Comfort managing a high-volume inbound interaction environment (calls, tickets, or chats) • Strong customer-centric mindset with the ability to manage questions, requests, and escalations calmly and professionally • Technical aptitude and ability to learn and explain software, cloud, and managed service offerings • Experience or familiarity with Intuit products (e.g., QuickBooks), Microsoft 365, or managed IT/security services preferred • Ability to identify customer needs, uncover growth opportunities, and position appropriate solutions

🏖️ Benefits

• Company-paid short and long-term disability insurance • Life insurance • Generous 401K match • Highly affordable medical coverage • Dental coverage • Vision coverage • Flexible PTO • Numerous paid holidays • Paid volunteer time off