Position: Client Success Specialist
Location: Jacksonville, FL (hybrid) | Full-time | Monday–Friday
Build strong client relationships. Drive adoption. Deliver results.
At PaymentVision, a division of Autoscribe, we don’t just serve clients—we partner with them. As a Client Success Specialist, you’ll be the face of our brand, responsible for building long-term client relationships, driving adoption of our products and services, and ensuring client satisfaction and retention. You’ll work cross-functionally with teams across the organization—support, product, sales, and implementation—to deliver a seamless client experience.This is an ideal role for someone who thrives in a collaborative environment, understands the importance of customer advocacy, and is excited to help clients succeed through strategic guidance and thoughtful engagement.
What You’ll Do:
- Own and manage a book of business, fostering trusted relationships with key client stakeholders.
- Lead Quarterly Business Reviews (QBRs) to discuss trends, product updates, and opportunities.
- Be the voice of the client—share feedback with internal teams and advocate for enhancements that align with client goals.
- Drive product adoption and increase usage through proactive outreach and strategic planning.
- Educate clients on new features and cross-sell additional PaymentVision solutions where beneficial.
- Ensure smooth post-sale onboarding, implementation, and ongoing support in partnership with internal teams.
- Understand each client’s business needs, identify potential challenges, and help prevent issues before they arise.
- Serve as the go-to contact for invoicing questions and assist with account-level escalations.
What You Bring:
- Associate’s degree in Business or a related field.
- 2+ years in a client support or customer success role—experience in fintech or financial services is a strong plus.
- Strong communication and relationship-building skills with a client-first mindset.
- Proficiency in Microsoft Office Suite.
- Experience using Salesforce or similar CRM tools.
Why Join Us?
PaymentVision is a trusted leader in payment processing, and we’re passionate about helping our clients grow. If you're looking for a role where you can truly make an impact, collaborate across teams, and help shape the client experience—we’d love to hear from you.
