Customer Success Specialist

Sifi

The Customer Success Associate plays a key role in driving customer adoption and engagement on the platform. This role focuses on ensuring customers successfully activate, use, and gain value from the product. Acting as the first point of contact for new customers, the associate supports onboarding, provides proactive assistance, and helps identify opportunities to increase platform utilization. The role works closely with Customer Success Managers to deliver a seamless post-onboarding experience that builds long-term satisfaction and retention.

Primary Responsibilities

• Support customer onboarding by guiding users through account setup, feature activation, and best-practice workflows.
• Proactively monitor customer activity to ensure adoption milestones (accounting integration, receipt forwarding, team budgets, etc.) are achieved on time.
• Respond to customer inquiries via email, phone, and chat, ensuring quick resolution and a smooth user experience.
• Identify customers who show low engagement or adoption risk and flag them for intervention by the Customer Success Manager.
• Gather and document customer feedback, usage patterns, and feature requests to help improve product experience.
• Assist in developing and maintaining knowledge base articles, FAQs, and training materials to support self-serve adoption.
• Support the delivery of training sessions, demos, and webinars to drive product awareness and feature utilization.
• Maintain accurate and up-to-date customer records and engagement notes in the CRM.
• Generate adoption and engagement reports to support Customer Success team performance tracking.
• Collaborate with Sales, Product, and Support teams to enhance the overall customer lifecycle experience.