ProjectGrowth
Customer Success Strategist
Job Summary
The role involves managing client relationships to ensure successful onboarding and ongoing engagement. Responsibilities include identifying upsell opportunities, facilitating high-level business discussions, and providing tailored staffing solutions. Candidates should have 3-5 years of experience in customer success or account management, with strong communication and problem-solving skills. The position offers a fully remote work environment with opportunities for growth within a diverse team.
Required Skills
Benefits
Job Description
Role Overview:
Hey there!
We’re Scale Army, and we’re looking for a strategic, business-savvy Customer Success Strategist who can help us elevate our client relationships to the next level. If you thrive in fast-paced environments, have a strong understanding of business operations, and love working with clients to identify new opportunities, then keep reading.
In this role, you’ll be responsible for ensuring that our clients are set up for success from the very first interaction and beyond. You’ll help onboard new clients, identify upsell opportunities, and continuously engage with them to make sure we’re always meeting their evolving needs. You’ll be the strategic partner they turn to for guidance, helping them scale by providing tailored staffing solutions that fit their goals.
This position is perfect for someone who understands the bigger picture—someone who can balance operational needs with high-level business discussions, and isn’t afraid to roll up their sleeves to make things happen.
Key Responsibilities:
Client Onboarding: Facilitate the smooth onboarding of new clients and hiring managers who are working with Scale Army for the first time. Ensure they are set up for success from day one.
Client Segmentation: Categorize new clients into specific buckets based on their business needs and help align staffing solutions that will best support their growth.
Upsell Strategy: Work closely with the team to identify and strategize additional roles and services that can be upsold to existing clients, helping them scale efficiently.Client Check-ins: Regularly check in with clients to address any administrative issues, such as PTO, equipment needs, etc., following internal SOPs for resolution.
High-Level Business Discussions: Engage with clients in high-level business discussions, offering insights and recommendations based on your understanding of their business goals.
Ad-hoc Meetings: Be available to attend ad-hoc meetings to address client requests and concerns, providing tailored solutions as needed.
Kick-Off Calls & Upsell Roadmaps: Schedule and manage monthly Kick-Off Calls and Upsell Roadmaps for each client to ensure a clear plan and strategy for continued success.
Qualifications:
Experience: 3-5 years in a customer success, account management, or client-facing role.
Communication: Excellent written and verbal communication skills; ability to articulate complex ideas clearly.
Business Acumen: A strong understanding of business operations and the ability to speak intelligently about client needs.
Problem-Solving: Strong organizational and problem-solving skills with the ability to address client issues efficiently.
Tools: Familiarity with CRM systems and project management tools (e.g., HubSpot, Trello, Slack).
Personality: A proactive, self-starter with a positive, customer-first mindset.
Why Scale Army?
Competitive salary and benefits
Opportunity to work with a diverse team across various industries
Flexible, fully remote role
Room for growth and career advancement
Application Process:
To be considered for this role these steps need to be followed:
Fill in the application form
Record a video showcasing your skill sets
ProjectGrowth
Land a high-paying job at an American company. Competitive Salaries. Always remote.
See more jobsSafe Remote Job Search Tips
Verify Employer Thoroughly
Research the company's identity thoroughly before applying. Check for a professional website with contacts, active social media, and LinkedIn profiles. Verify details across platforms and look for reviews on Glassdoor or Trustpilot to confirm legitimacy.
Never Pay to Get a Job
Legitimate employers never require payment for applications, training, background checks, or equipment. Always reject upfront payment requests or demands for bank details, even if they claim it's for purchasing necessary work gear on your behalf.
Safeguard Your Personal Information
Protect sensitive data like SSN, bank details, or ID copies. Share this only after accepting a formal, written job offer. Ensure it's submitted via a secure company system or portal, never through insecure channels like standard email attachments.
Scrutinize Communication & Interviews
Watch for communication red flags: poor grammar, generic emails (@gmail), vague details, or undue pressure. Be highly suspicious of interviews held only via text or chat apps; legitimate companies typically use video or phone calls.
Beware of Unrealistic Offers
If an offer's salary or benefits seem unrealistically high for the work involved, be cautious. Research standard pay for similar roles. Offers that appear 'too good to be true' are often scams designed to lure you into providing information or payment.
Insist on a Formal Contract
Always secure and review a formal, written job offer or employment contract before starting work or sharing final personal details. Ensure it clearly defines your role, compensation, key terms, and conditions to avoid misunderstandings or scams.