About the role:

The Senior Customer Success Specialist plays a key role in managing retention, adoption, and growth across our digital and hybrid customer segments. The Senior Specialist is assigned to a dedicated portfolio of accounts and programs to ensure customers successfully progress through all stages of the lifecycle.

This role partners closely with Customer Support, Customer Education, Product, and Marketing teams to execute success plans, guide customers through onboarding, adoption, expansion, and renewal readiness, and deliver consistent, high-impact customer outcomes.

About us:

At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.

Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

What you'll do:

• Guide customers through key stages of the customer lifecycle, including onboarding, adoption, value realization, expansion, and retention.
• Execute and monitor customer success plans across digital and hybrid engagement models.
• Proactively identify risks and opportunities through customer data, usage trends, and engagement signals.
• Drive customer engagement and adoption of core workflows, features, and solutions to maximize realized value.
• Support retention and growth initiatives by reinforcing best practices, expansion pathways, and renewal readiness.
• Collaborate with cross-functional teams to share customer insights and support roadmap and programs.
• Serve as a customer advocate and voice of the customer within the organization.
• Provide consultative guidance to customers on optimizing their use of 8am solutions.
• Support scaled outreach and lifecycle programs, including campaigns, webinars, enablement sessions, and in-app journeys.
• Monitor customer health indicators, engagement levels, and success milestones.
• Contribute to the continuous maintenance of Customer Success playbooks, processes, and digital programs.
• Maintain timely and accurate documentation in customer success platforms and CRM systems.
• Serve as a brand ambassador in all customer interactions.
• Assist with the onboarding and peer-mentoring of new Customer Success team members.

About you:

• 2-3+ years of experience in Customer Success, Account Management, SaaS Support, or a related customer-facing role.
• Experience working in digital-first or hybrid customer engagement models preferred.
• Strong ability to analyze customer data and translate insights into action.
• Proven ability to build trust and credibility with customers in remote and scaled environments.
• Excellent written and verbal communication skills.
• Strong organizational, prioritization, and time management skills.
• Comfortable learning and navigating new technologies and systems.
• Ability to work effectively in a fast-paced, evolving environment.
• SaaS experience required; payments, fintech, or legal industry experience preferred.

Diversity, equity & inclusion at 8am:

At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.

Why 8am

At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.

Here’s how we support our 8Team:

• Statutory Benefits – Full compliance with Colombian social security (health, pension, and risk coverage)
• Staff Referral Bonus – Rewards for referring great candidates to the 8Team
• Paid Sick Leave – Covered from day one, with EPS support after the 2nd day
• Flexible Time Off (FTO) – Up to 15 paid days off per year
• Parental Leave – Maternity and paternity leave in line with Colombian law
• Company Holidays – Paid time off for all official Colombian public holidays

Security advisory:

Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.