Customer Success Specialist at FieldPulse in Dallas, TX

Job description

• FieldPulse is a high-growth field service management software built specifically for the trades. From the first call to the final payment, we help trades businesses streamline every step of their work. Our platform empowers office staff, field technicians, management, and business owners with the tools they need to book and schedule work, create estimates, complete jobs, and get paid - faster and more efficiently. Trusted by thousands of businesses globally, FieldPulse pairs cutting-edge technology with a customer-first mindset to support the people who keep our world running.
• In this role you'll be at the forefront of the customer success process, making a huge and direct contribution to our success. As our Customer Success Specialist, you will not only be building business relationships, but you will be our brand advocate. You should be passionate about helping hard-working people, love learning and teaching new technology, and have a strong work ethic.
• As a Customer Success Specialist at FieldPulse, your mission is to ensure customers achieve meaningful outcomes and continue to grow with us. You will manage a scaled book of business, helping customers adopt the right features, solve business challenges, and realize the full value of FieldPulse. You are responsible for retention and expansion across your portfolio by delivering outcomes that create value and build trust.

Responsibilities

• Drive Customer Outcomes: Understand each customer’s goals, workflows, and success criteria Align FieldPulse functionality to deliver tangible results. Proactively track and reinforce progress toward those outcomes.
• Engage Strategically at Scale: Manage a book of 100 to 250 customers with a mix of digital and human engagement. Use customer health, usage data, and lifecycle to prioritize touchpoints. Deliver timely, personalized insights and recommendations that support value realization
• Foster Retention and Growth: Own renewals and identify expansion opportunities based on product fit and usage trends. Recommend upsell and cross-sell options that address real customer needs.
• Act as a Trusted Advisor: Serve as a trusted partner by offering product expertise and practical guidance. Lead customer check-ins, value conversations, and workflow strategy discussions. Advocate for customer needs internally by capturing and sharing relevant feedback.
• Operate with a Revenue and Results Mindset: Take ownership of Net Revenue Retention and churn mitigation across your portfolio. Focus on driving customer outcomes that directly impact retention and growth metrics

Requirements

• At least 1-2 years of experience in a customer-facing role in a high-engagement environment.
• Exceptional communication skills, with the ability to clearly articulate complex ideas and concepts.
• Strong follow-up skills, ensuring that customer needs and expectations are consistently met.
• Demonstrated project management experience, with the ability to lead and manage multiple projects simultaneously.
• Ability to work in a fast-paced, dynamic environment.
• Strong problem-solving skills, with a proactive and solutions-oriented mindset.
• Experience working for an early-stage SaaS company.
• Familiarity with customer success methodologies and best practices.
• Ability to thrive in a fast-paced, dynamic environment.

Skills

Required

• Exceptional communication skills
• Strong follow-up skills
• Strong problem-solving skills
• Proactive and solutions-oriented mindset

Benefits

• Impactful, Fast-Paced Startup Culture: Work on exciting projects that truly move the needle.
• Lunches Provided Monday–Friday: Delicious meals on us to fuel your day.
• Comprehensive Health Coverage: Medical insurance, plus dental & vision benefits to keep you covered.
• Health & Wellness Perks: Memberships to keep you feeling your best.
• 401(k) Plan: Secure your future while you grow with us.
• Clear Path for Growth: Transparent career progression, professional development, and promotion opportunities.
• Paid Parental Leave: Support for you and your family when it matters most.