Customer Success Specialist

Customer Success Specialist


Service Support:

  • Provided service support for Customer Success Directors( CSD) and Relationship Managers on a dedicated pool of clients; Along with supporting the Commercial teams to deliver excellent customer service outcomes
  • Onboarding: Support onboarding of new members by ensuring correct member platform configuration and coordinating training sessions
  • Ongoing member service: Assist with scheduling member calls; providing Relationship Managers and Customer Success Directors with necessary member engagement data to guide call strategy; documenting call outcomes and action steps; owning action items.
  • Assist CSD and Commercial teams with diagnosing client engagement levels and formulating member pool priorities and strategy via line-by-line meetings
  • Manage data entry into CRM system to ensure accurate metrics reporting while upwardly managing the account teams to adhere to data compliance expectations.

Advisory Support:

  • Support Product Team with the coordination of Workbench (custom project) requests


  • Bachelor’s Degree
  • Fluency in Word, Excel and Powerpoint required
  • Experience in Research, Customer Service or Account Management desired
  • Experience working with executives desired

CEB is a best practice insight and technology company. In partnership with leading organizations around the globe, we develop innovative solutions to drive corporate performance. CEB equips leaders at more than 10,000 companies with the intelligence to effectively manage talent, customers, and operations. CEB is a trusted partner to nearly 90% of the Fortune 500 and FTSE 100, and more than 70% of the Dow Jones Asian Titans. More at cebglobal.com.

Known as an innovative growth firm, CEB is hiring experienced professionals and early careerists in locations around the world. Learn more at cebcareers.com.

CEB is an equal opportunity employer committed to diversity and inclusion in the workplace.

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