Customer Success Specialist Job at QuoteWerks, Orlando, FL

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  • QuoteWerks
  • Orlando, FL

Job Description

Are you passionate about customer satisfaction and building long-term customer relationships? Quotewerks is a Florida-based software company dedicated to helping small and mid-sized businesses streamline operations and drive growth through quote and proposal software. We are looking for a Customer Success Specialist who is committed to ensuring QuoteWerks customers consistently realize value through our products. This is an on-site position located in Orlando, FL.

We’ll Provide:

  • Robust benefits package including health insurance, dental, vision, 401K, PTO, and holidays
  • Salary range of $45,000 - $55,000, plus quarterly bonus opportunities
  • A set schedule of 8:45am-5:15pm to help promote work/life balance
  • Small team, big impact - your work will directly shape the customer experience and company growth
  • Collaborative, supportive culture where your voice matters
  • Opportunities for continued growth and learning

What You’ll Do:

  • Serve as the customer retention specialist for all existing QuoteWerks customers
  • Own renewal outcomes by ensuring customers clearly see and experience the value of QuoteWerks leading up to renewal
  • Monitor customer health metrics, usage patterns, and engagement signals to proactively identify and address at-risk accounts
  • Develop and execute targeted retention strategies for customers showing signs of churn risk
  • Ensure customers are taking advantage of the full range of QuoteWerks products and features, and identify opportunities where other QuoteWerks products may meet their needs
  • Gather customer usage data relevant for product development and enhancements.
  • Generate QuoteWerks revenue through upsell and cross-sell opportunities
  • Work with internal teams to advocate for customer needs, provide feedback, and contribute to continuous product and process improvement

Skills You’ll Need:

  • 2-3 years of experience in customer/client success, account management, or a similar customer-facing role (SaaS, technology, and CRM experience strongly preferred)
  • 2-3 years of experience in a B2B environment (again, SaaS experience is a plus)
  • 2+ years of experience working in a small office environment
  • Experience in a high call-volume roll
  • Tech savvy with the ability to explain complex concepts in a user-friendly way
  • Prior experience managing and optimizing a portfolio of customers and achieving financial goals
  • Familiarity with CRM or accounting software is a plus
  • Strong business and people skills, including planning, presentation, sales, and business acumen

Next Steps:

Quick apply with your resume here

Or

Get a head start on our application and aptitude testing process here:

Job Tags

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