What are the responsibilities and job description for the Customer Success Specialist position at Grayson HR?
Results-driven marketing agency focused on helping Social Security Disability (SSD) law firms grow through strategic TV and digital marketing, automation, and lead generation.
We operate in a fast-paced, performance-driven environment where client experience, communication, and execution are critical to success.
Location: Remote U.S or Canada-based
Job Summary:
We are seeking a Customer Success Specialist to serve as the primary point of contact for client communication and a key connector between our clients and internal teams. This role is ideal for someone early in their career who is organized, responsive, and people-oriented, and who thrives in a fast-paced, client-facing environment. You will not be responsible for developing strategy—instead, you will ensure that communication is clear, consistent, and that client needs are effectively relayed, tracked, and supported across teams.
This position also offers a growth path into sales or account leadership roles based on performance.
Responsibilities
Serve as the main point of contact for all client communication (email, phone, messaging, Zoom, Teams)
Build strong, professional relationships with clients through consistent and proactive communication
Schedule and participate in client check-ins, follow-ups, and status updates
Act as a liaison between clients and internal teams (Marketing, Operations, Delivery) to ensure alignment and follow-through
Track client requests, updates, and communication in CRM systems (e.g., Pipedrive)
Ensure client deliverables, updates, and reports are communicated in a timely and organized manner
Gather client feedback and relay it to the appropriate internal teams
Support client satisfaction through responsiveness, organization, and follow-through
Assist in identifying opportunities to enhance the client experience
Qualifications
Bachelor’s degree in Business, Marketing, Communications, or related field (preferred but not required)
1–3 years of experience in customer service, client support, or a client-facing role
Recent graduates are encouraged to apply
Experience in retail, hospitality, or other customer-facing environments is a plus
Strong communication and interpersonal skills
Highly organized with strong attention to detail and follow-through
Comfortable managing multiple conversations and priorities simultaneously
Professional, positive, and solutions-oriented mindset
Familiarity with CRM tools (e.g., Pipedrive) is a plus