Customer Success Executive

  • Atlanta, Georgia, United States
  • WFH Flexible
  • Full-time
  • Business Growth

We are seeking a proactive and dedicated Customer Success Executive to join our Business Growth team. In this role, you will be instrumental in executing our customer success strategies, building strong relationships with customers, and working closely with cross-functional leaders internally to ensure consistently excellent engagements. The ideal candidate is passionate about leveraging their analytical skills to identify problems, find solutions, and enhance customer relationships. To succeed in this role, you should have a proven track record of executing digital and technology initiatives in large-scale enterprises.


  • Partnered with assigned clients, ensuring initiatives are successfully executed through their journey.
  • Establish and Enhance relationships as a trusted and strategic advisor to help ensure the continued value of our services.
  • Develop and maintain customer-success strategies and best practices, to help ensure revenue and margins goals associated with the account.
  • Communicate effectively with both internal and external teams to better understand customer needs, maximize retention and growth, and share learnings.
  • Maintain existing customer-success metrics and data to support a repeatable framework of growth within the assigned accounts.
  • Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting both.
  • Review the initiatives journey, determine how it’s supported, and use a consultative approach to help clients overcome issues and achieve their goals.
  • Facilitate interaction and workflow among project team members, including third-party service providers, to ensure timely deliverables.
  • Collaborate, problem-solve, and/or strategize with team members on upcoming client meetings.
  • Prepare documentation or visuals of campaign performance for client steerings; identify areas for improvement.
  • Work with Business Growth team to help with acquisition and revenue goals within the assigned clients.


  • 3 years of relevant experience in customer success preferably managing retail clients. 
  • Strong skills in verbal and written communications, strategic planning, and project management.
  • Analytical and process-oriented mindset.
  • Ability to work effectively across multiple departments in a deadline-driven environment.
  • Meet regularly with other team members to discuss progress and find new ways to improve business.
  • Active team player, self-starter, and multitasker who can quickly adjust priorities.
  • Ability to travel to client sites.

Preferred skills and qualifications

  • Bachelor’s degree or equivalent.
  • Knowledge of Microsoft collaboration tools and project management tools.
  • Proven track record of meeting or exceeding quotas and receiving positive customer feedback.

We have a global team of amazing individuals working on highly innovative enterprise projects & products. Our customer base includes Fortune 100 retail and CPG companies, leading store chains, fast-growth fintech, and multiple Silicon Valley startups.

What makes Confiz stand out is our focus on processes and culture. Confiz is ISO 9001:2015, 27001:2013 & 20000-1:2018 certified. We have a vibrant culture of learning via collaboration and making the workplace fun.

People who work with us work with cutting-edge technologies while contributing success to the company as well as to themselves.

To know more about Confiz, visit: