Client Success Specialist

About the role

This frontline operational role directly impacts G2’s business sustainability by processing and validating client and vendor lead criteria disputes. Working within high-volume Freshdesk queues, this role balances an exceptional vendor experience with strategic revenue protection through precise due diligence, zero-discrepancy data verification, and smooth operational execution.

What you'll do

• Manage high-volume customer and vendor lead quality disputes within the Refund Operations queue
• Identify recurring lead quality trends, product gaps, and process bottlenecks during daily ticket handling
• Partner with Account Management to understand vendor context and balance vendor satisfaction with proactive revenue protection
• Work directly with Advisor and Advisor Manager teams to provide operational feedback, resolve vendor issues, and prevent unnecessary revenue loss
• Maintain zero-discrepancy data verification standards across tracking systems, referencing dashboards to monitor personal SLA and audit performance

What you need

• 2–4 yrs of experience
• CRM
• Freshdesk
• Customer service
• Zendesk
• Escalation handling
• Data entry
• Any graduate

Good to have

• JIRA
• Salesforce
• Reconciliation
• Due diligence