Client Success Specialist

Client Success Specialist 2.6 2.6 out of 5 stars Boca Raton, FL 33433 Full-time Nation Safe Drivers 186 reviews Full-time About the Role We are seeking a detail-oriented and proactive Client Lifecycle Operations Specialist to support and optimize the end-to-end client journey—from pre-onboarding through offboarding. This role is critical to driving deal velocity , ensuring seamless client integrations, and delivering a high-quality client experience at every stage of the lifecycle. You'll work cross-functionally with Sales, Technology, Project Management, and Operations teams to ensure accuracy, efficiency, and continuous improvement across all client touchpoints. What You'll Do Pre-Onboarding Support the transition from Sales to Operations by executing initial client engagement activities Gather, document, and validate client requirements to set onboarding up for success Align internally with key stakeholders to ensure readiness for implementation Onboarding Execute onboarding tasks, including system setup and service configuration Follow standardized processes to ensure a consistent and high-quality client experience Track onboarding progress, troubleshoot issues, and collaborate across teams to resolve them Partner with Technology and Project Management teams on client implementations and integrations Ongoing Client Support Serve as a point of contact for post-onboarding client needs and inquiries Monitor client health and satisfaction, proactively addressing concerns Identify opportunities for service optimization or upsell Perform quality assurance checks on documentation and system data to ensure accuracy and compliance Maintain and update internal systems, sharing insights and process improvement opportunities Offboarding Manage the offboarding process with professionalism and attention to detail Gather client feedback to inform continuous improvement efforts Ensure accurate system updates and proper documentation of client departures

What You Bring Client Lifecycle Experience:

Ability to support clients across onboarding, maintenance, and offboarding stages

Operational Excellence:

Strong organizational skills with a process-driven mindset

Analytical Thinking:

Comfortable using data and KPIs to identify trends and improve performance

Communication Skills:

Clear and professional communication with internal and external stakeholders Attention to

Detail:

High level of accuracy in documentation, systems, and compliance-related tasks

Adaptability:

Ability to manage multiple priorities in a fast-paced environment Qualifications High school diploma required; Associate's or Bachelor's degree preferred 2-3 years of administrative, operations, or client support experience Schedule Monday - Friday | 8:30 AM - 5:00 PM onsite in

Boca Raton, FL Benefits:

401(k) Dental insurance Employee assistance program Health insurance Life insurance Paid time off Tuition reimbursement Vision insurance

Education:

High school or equivalent (Preferred)

Experience:

Administrative:

2 years (Required) Ability to

Commute:

Boca Raton, FL 33433 (Required)

Work Location:

In person