Rightworks offers the only intelligent cloud purpose-built for accounting firms and professionals. Backed by award-winning support, our fully managed IT and applications ensure customers have secure, reliable, on-demand access to their technology. We provide a curated software ecosystem that simplifies the complexity of running an accounting firm or small business, supported by a community of thought leaders, peer networks, and educational resources. Our success is made possible by leveraging decades of specialized experience in leading accounting firms, SMBs and technology companies. Thousands of Firms and SMBs count on us to run their business every day.

We have a great team, we’re growing fast and have a winning culture based on innovation, teamwork, and mutual respect.

Job Overview

As part of the Customer Success organization, the Customer Success Specialist plays a critical role in supporting and growing our existing customer base. This role serves as a hybrid between Customer Success and Sales, focusing on customer outcomes, adoption, and satisfaction while also supporting expansion and upgrading opportunities through an inbound queue model. You will be a trusted point of contact for customers, ensuring their needs are addressed, their value is maximized, and growth opportunities are identified and routed appropriately.

Responsibilities

Answer inbound customer calls and requests related to account management, product usage, service changes, and expansion opportunities
Develop an understanding of each customer’s business, goals, and current solutions to provide informed and relevant guidance
Resolve straightforward account and sales-related requests directly; coordinate warm transfers or meetings with Customer Success Managers, Account Executives, or Technical Support as needed
Recommend relevant upgrades, add-ons, and services that align with customer needs and drive additional value
Support customer adoption and success by reinforcing best practices, available services, and next steps
Accurately submit and process orders using pricing tools, product documentation, and internal systems
Collaborate cross-functionally with Sales, Success, Support, Finance, and Product teams to resolve customer issues efficiently
Meet or exceed defined productivity, quality, and customer satisfaction metrics
Provide internal feedback and recommendations based on recurring customer insights and trends
Participate in team initiatives, documentation improvements, and process enhancements as assigned
Work on projects/out of scope company efforts as needed
Provide coverage for Customer Success Managers as needed

Requirements

1–3 years of experience in a customer-facing role such as Customer Success, Sales Support, Account Management, or Technical Support
Comfort managing a high-volume inbound interaction environment (calls, tickets, or chats)
Strong customer-centric mindset with the ability to manage questions, requests, and escalations calmly and professionally
Strong customer-centric mindset with the ability to manage questions, requests, and escalations calmly and professionally
Technical aptitude and ability to learn and explain software, cloud, and managed service offerings
Experience or familiarity with Intuit products (e.g., QuickBooks), Microsoft 365, or managed IT/security services preferred
Ability to identify customer needs, uncover growth opportunities, and position appropriate solutions

Eligibility Requirements

This role is open to US Citizens or permanent residents authorized to work in the United States. Rightworks LLC is unable to offer visa sponsorship.
Due to specific state regulations, we are unable to accept applications from residents of California, Hawaii, or Alaska.
Relocation will not be offered for this position.

Compensation

Our Compensation range for this role ranges from $50,000 to $53,000 annually, and is determined based on factors such as relevant experience, skills, and internal equity.

Benefits

To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company-paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing paid volunteer time off. We are proud to be an Equal Opportunity Employer!

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Customer Success Specialist