Customer Success Specialist

At Colibri Group, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork, and Curiosity. These values guide our interactions with each other, our customers, and the community.

Position Overview

The Customer Success Specialist serves a critical support role for our customer-facing team. Our team provides daily support, guidance, and growth opportunities to our customers. As a customer advocate, the Customer Success Specialist is responsible for delivering a superior customer experience to our customers by partnering with a Customer Success or Sales team member to deliver any needed report, tool or training. The CS Specialist will be involved in implementing an engagement strategy to cultivate a deep relationship based on customer journey mapping, proactive account management and promoting customer satisfaction. Our goal is to establish a referenceable customer base through raving fans!

Position Requirements & Major Responsibilities

• Responsible for partnering with a Customer Success and/or Sales team member to deliver solutions engineered to meet our client’s needs.
• Develop and maintain customized client sales sites.
• Build and manage customized customer reporting to ensure we meet our client’s needs and exceed expectations.
• Act as a trusted advisor by providing training and working with customers to help them extract maximum value from our solutions.
• Contribute to success plans and deliver assigned projects within the customer’s timeframe.
• Practice clear communication across the customer operational areas, ensuring best in class service.
• Serve as voice of the customer to prioritize feature requests and platform improvements during product discussions to improve our business solutions using the customer feedback loop.
• Build a strong understanding of client and industry segmentation, existing and emerging product and technologies, behavior, and insights to grow customer lifetime value.

Qualifications

• Bachelors’ degree required
• Financial services experience (selling to banks, credit unions, money services) preferred
• Data driven & project plan and management skills preferred
• Strong work ethic and ability to manage high levels of volume across multiple customers and projects, with varying degrees of priorities
• PowerPoint, Word, and Excel mastery required
• Excellent verbal and written communication skills
• Ability to leverage your creativity, intellect, and results-oriented attitude to advance Colibri’s vision for the future.

About Colibri Group

Colibri Group is building the future of professional education. Headquartered in St. Louis, Missouri, Colibri Group is one of the pioneers of online professional education, introducing some of the first web-based professional education courses in 2001. Students and professionals start and advance their careers through the company’s online and in-person learning solutions for licensing, continuing education, test preparation and professional development.

Today, we proudly serve over one million customers each year and employ more than 900 mission-aligned professionals. Our family of brands are the leading online professional education platforms in their respective end-markets. We provide a holistic learning experience for students and professionals to achieve more and thrive throughout their careers in real estate, financial services, teacher education, healthcare, valuation and property services, accounting, among other professions. Visit for more information.

Colibri Group is an equal opportunity employer tha t is committed to diversity and inclusion in the workplace. Colibri Group prohibits discrimination and harassment of any kind based on race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other status protected under federal, state, o r local law.