Customer Success Specialist

Charli AI

Charli AI

Customer Service, Sales & Business Development
Vancouver, BC, Canada
Posted on Thursday, August 24, 2023

Charli AI is a leading generative AI company committed to providing businesses with a competitive advantage in today’s digital world by turning content chaos into fact-based insights for improved decision-making and process. We are looking for a talented Customer Success Specialist that thrives in building relationships and is eager to learn about delivering value with innovative products. This candidate will be an integral part of the digital transformation that financial services companies undergo to equip their workforce with AI.

If you are looking for an amazing challenge and if you are keen to join a team of very experienced entrepreneurs and developers that have led successful startups before, this opportunity might be for you.

What does a Customer Success Specialist do?

This Customer Success Specialist will join the team as a strategic and supportive partner with a focus on the pre-sales and onboarding stages of the customer journey. They’re focused on kicking off relationships to ensure long-term client success by creating and presenting product samples, tracking success criteria in the discovery phase, while becoming an expert in Charli AI use cases.


  • Support prospective clients and New Business Account Executives throughout the sales cycle via email and video calls
  • Be the Customer Success representative on select accounts
  • Design and develop proof of concept reports to validate the feasibility and functionality of proposed solutions in the sales process, ensuring they meet expectations
  • Support report samples with video explanations to communicate the process of creating the result
  • Work with marketing to share insight on use cases, sales collateral support, and webinar planning
  • Understand customer knowledge gaps and continuously escalate feedback to the product team
  • Experiment with the product to uncover out-of-the-box product solutions
  • Consult with customers to create custom enterprise solutions with the support of the product teams
  • Ensure smooth adoption of our products and services
  • Supporting clients in their use of Charli AI via email and video calls, working alongside product and sales
  • Identifying and suggesting enhancements to the product team
  • Use data collection and analysis to improve the customer experience

The ideal candidate:

  • Has experience in support, success or sales enablement role
  • Has experience or understanding of Q/A testing
  • Has domain knowledge on topics of interest in financial services
  • Is comfortable using business software applications on web and mobile devices (ex: JIRA, Slack, Zendesk, MixPanel)
  • Is skilled in developing relationships and communicating with people
  • Is a strong collaborator and eager to learn
  • Is comfortable in a one-to-one and group training environments
  • Has strong project management and time management skills
  • Understands the importance of ensuring buy-in and adoption when rolling out new training
  • Will contribute to the collaborative and fun team environment at Charli AI
  • Is comfortable contributing within pre-sales environments

We are in the process of developing our Customer Success strategy at Charli AI, meaning that you will be working with the Customer Success Team to build out the functionality of the department. This is a great opportunity for an individual looking to gain a wealth of experience in an innovative industry, while working with AI products every day.