Client Experience Specialist in New York at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Experience Specialist based in the United States.

This remote role supports account management and client success activities within a growing SaaS environment.
You will help strengthen client relationships through renewal coordination, responsive support, and accurate account administration.
The position combines hands-on client communication with CRM data management and process improvement.
You will also use AI-assisted productivity tools to streamline documentation, communication, and recurring workflows.
Working closely with Account Management and cross-functional teams, you will help identify retention risks and growth opportunities.
This is an ideal opportunity for an organized, adaptable professional seeking broad exposure to client experience and SaaS operations.
The role offers a collaborative, technology-focused environment with meaningful opportunities to improve how client teams operate and scale.

• Support the renewal lifecycle by monitoring contract expiration dates, preparing renewal documentation, identifying at-risk accounts, and highlighting potential growth opportunities.
• Assist with CRM migration activities, including data cleanup, record migration, quality assurance testing, and maintaining accurate client and pipeline information.
• Use AI and productivity tools to prepare renewal summaries, contract recaps, follow-up communications, meeting summaries, and routine client responses, reviewing and personalizing all AI-generated content before delivery.
• Provide day-to-day client support by responding to routine inquiries, resolving issues when possible, and routing more complex requests to the appropriate internal teams.
• Prepare client-facing materials such as renewal proposals, account summaries, meeting agendas, and other account management documentation.
• Support client retention, renewal, and satisfaction objectives through proactive communication, careful follow-through, and attention to detail.
• Identify opportunities to improve workflows through automation, AI-enabled processes, and other productivity enhancements.
• Collaborate with Account Management and other internal teams to ensure timely resolution of client needs and effective execution of account initiatives.
• Contribute to team projects and other responsibilities that support the ongoing development and scalability of client experience operations.

• Bachelor’s degree or an equivalent combination of education and professional experience, with 2–4 years of experience in account management, client success, sales operations, or a comparable client-facing position.
• Experience working with CRM platforms and AI productivity tools such as ChatGPT, Claude, or Copilot, with an interest in continuously developing AI-enabled workflow skills.
• Previous experience in a SaaS or technology-focused environment is preferred, particularly where client relationships, renewals, or account operations were involved.
• Strong organizational, time-management, and problem-solving abilities, with the capacity to manage multiple priorities and changing deadlines independently.
• Excellent written and verbal communication skills, with a strong customer-service mindset and the ability to interact professionally with clients and internal stakeholders.
• Exposure to CRM migration, data cleanup, account administration, or similar operational projects is advantageous.
• Ability to collaborate effectively across functions while remaining comfortable working independently in a fast-paced remote environment.
• Proficiency with standard business and productivity software, along with the ability to learn new systems and technologies quickly.
• Authorization to work legally in the United States and willingness to travel up to approximately 15% as required.

• Competitive base salary of $60,000–$70,000, with individual compensation determined by skills, experience, qualifications, and other job-related factors.
• Fully remote work environment.
• Medical, dental, and vision insurance.
• Life and disability coverage.
• 401(k) plan with company match.
• Generous paid time off, including vacation and sick time.
• Tuition reimbursement and professional development opportunities.
• Access to AI and productivity tools within a technology-focused working environment.
• Opportunities to grow professionally within a global organization.
• Employee-focused programs and resources supporting engagement, learning, and well-being.