Customer Success Specialist

FieldPulse
Dallas
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 1-2 yearsSkills: ["Communication","Follow-up","Project management","Problem-solving","Work ethic"]

Own a scaled portfolio of FieldPulse customers, ensuring they achieve meaningful outcomes through onboarding, feature adoption, and proactive health tracking. Manage renewals and identify expansion opportunities by using usage and lifecycle data to prioritize timely, personalized recommendations. Serve as a trusted advisor with product expertise, run customer check-ins and value conversations, capture feedback, and drive net revenue retention and churn mitigation across your accounts.

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FieldPulse
FieldPulse
18 hours ago

Customer Success Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Own a scaled portfolio of FieldPulse customers, ensuring they achieve meaningful outcomes through onboarding, feature adoption, and proactive health tracking. Manage renewals and identify expansion opportunities by using usage and lifecycle data to prioritize timely, personalized recommendations. Serve as a trusted advisor with product expertise, run customer check-ins and value conversations, capture feedback, and drive net revenue retention and churn mitigation across your accounts.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Entry level

Key Responsibilities

  • •Understand customers’ goals, workflows, and success criteria, and align FieldPulse functionality to deliver tangible results.
  • •Proactively track and reinforce progress toward outcomes using customer health, usage data, and lifecycle.
  • •Manage a book of 100 to 250 customers through a mix of digital and human engagement.
  • •Own renewals and identify expansion opportunities, including upsell and cross-sell based on product fit and usage trends.
  • •Advocate for customer needs internally by capturing and sharing relevant feedback while driving net revenue retention and churn mitigation.

Pay and Benefits

Perks:Meal AllowanceHealth InsuranceDentalVision401kParental Leave

Key Requirements

  • •At least 1–2 years of experience in a customer-facing role in a high-engagement environment.
  • •Exceptional communication skills to clearly articulate complex ideas.
  • •Strong follow-up skills to consistently meet customer needs and expectations.
  • •Demonstrated project management experience to lead and manage multiple projects.
  • •Ability to work in a fast-paced, dynamic environment with strong problem-solving skills.
Experience:1-2 yearsSaaS
Skills:CommunicationFollow-upProject managementProblem-solvingWork ethic

Company Brief

FieldPulse
Provides a cloud-based field service management platform for contractors and service businesses, offering job scheduling, invoicing, CRM, estimates, and mobile apps to streamline operations and improve team productivity.
Industry: Enterprise Software
Headquarters: United States
WebsiteLinkedIn