Client Success Specialist

Client Success Specialist

Namify is in the business of belonging. For over 20 years, companies of all sizes have partnered with us to elevate their recognition programs, corporate gifting strategies, branding initiatives, and employee engagement. Through automation and more sustainable practices, we are revolutionizing an industry that has traditionally been wasteful and awkward. We are looking for energetic "inclusion superheroes" to join the cause. If you are a detail-oriented person and like the idea of creating more happiness in the workplace, we want to talk to you like yesterday. We're growing fast because the world recognizes how desperately services like ours are needed.

Namify's Client Success Specialist will be responsible for training, communicating with, and providing educational resources for new AXOMO clients. This role is exclusively in-office, working closely with internal teams to ensure seamless collaboration and client support. They play an essential role in ensuring a positive client onboarding experience and creating advocates for our platform through a stellar training period. The ideal candidate is personable and eager to build relationships with our clients to help them get the most out of our platform, maximize brand engagement, and meet their sustainability goals.

Responsibilities:

• Effectively train key stakeholders (admins)
• Educate AXOMO stakeholders (admins) how to maximize the value of AXOMO
• Ensure AXOMO admins & users have an amazing experience launching AXOMO
• Build a repository for education materials
• Suggest Topics for User Conference
• Onsite Training as Requested by Clients
• Client Retention Support Activities

Daily Task Breakdown:

• Once a new client signs their MSA, reach out to introduce yourself, reassure them in their decision, let them know what they can expect from you, outline next steps, and schedule a time that works for your kickoff meeting.
• Onboarding Meetings
• Facilitate weekly webinars that simultaneously educate admins about general AXOMO functionality
• Ensure clients are progressing through each stage of the onboarding document.
• Create/improve training content and materials to help clients answer questions and get onboarded faster.
• Work with the sales team to help close deals that may be close to signing their agreement and just need a better understanding of what will happen
• Initial Store Setup
• Work with the AXOMO Catalog Specialist(s) to ensure any special requested items are fulfilled
• Connect with the sales team to order products and manage initial startup inventory
• Support sales with any of the more technical/advanced questions about AXOMO in the sales process
• Once onboarding is completed, return the client to sales for long term retention and support
• Review feedback submitted by clients about the onboarding experience to make improvements in the process
• All other duties as assigned.

By taking ownership of these tasks and your specific area, you will be taking the initiative to bring about positive change for the benefit of yourself, your team, Namify and our clients. Your care and concern for the client to be served in the best and most efficient way is reflected in everything you do. You are accountable for results and take this ownership of your area, processes and communications seriously.

Benefits and Compensation:

• $19/hour
• Immediate PTO accrual
• Paid holidays
• 2 paid experience days
• Medical insurance
• Free telehealth
• Free accident Insurance
• Dental insurance
• Vision insurance
• Free life insurance
• 401(k) with up to 4% employer match
• Company sponsored recognition awards, lunches, events
• Credit to our internal employee swag store to pick out products and apparel YOU want!

Requirements:

• Must have proper documentation for employment in the United States
• Must perform Pre-Employment drug test
• Client Success, Onboarding, or Account Management experience required
• Must be able to communicate effectively with team members at all levels
• Must have great attention to detail, even with repetitive processes
• Proactive, hard-worker that is not afraid to suggest change
• People person comfortable teaching all levels of users
• Fast-learner looking for a career to grow & thrive
• Must be able to work under deadlines and quotas
• Must be able to follow instructions, both written and verbal
• Must be able to work in a sitting position for 6-8 hours a day
• Problem-solver willing to do what it takes for a positive customer experience
• A team-player, someone self motivated, wanting to succeed & lead a department

Schedule:

• Monday to Friday, 9:00am-5:00pm (Full-time)
• In-person in Springville, UT

This Position Reports To:

• VP of Client Success

Work Space Info:

This job operates in a warehouse environment which requires standing, moving, lifting, and operating machinery and computers. Personal Protection Equipment may be required. Safety training is mandatory and employees must be able to pass basic safety requirements.

Training:

Training for this position will be completed by the department manager. Training will consist of education on key processes, preparation and staging requirements by customer, location of tools, supplies and materials. You will be trained on how to use the order interface, how to properly read orders and where to look for notes. Additional training will be completed as processes evolve or as required.

Safety:

Namify enforces a safety culture whereby all employees have the responsibility for continuously developing and maintaining a safe working environment. Each incumbent is responsible for completing all training requirements and fulfilling self-aid/buddy-aid responsibilities, participating in emergency response tasks as requested, and serving on safety committees and teams as requested. In addition, the incumbent must accept that they have responsibility for maintaining the safety of themselves and others by adhering to all written and verbal instructions, promptly reporting and/or correcting all hazards or unsafe conditions, questioning nonstandard operations or environmental factors that may involve unmitigated hazards, and providing feedback to site leads and management on all safety issues.