Buyer Success Specialist

📋 Description

• Review, proofread, and enhance lead notes before they are sent to software vendor partners
• Compare lead notes with recorded call audio to verify that documentation accurately reflects the
• Identify missing information, inconsistencies, qualification gaps, and missed opportunities before
• Coordinate with Advisors and Advocates to clarify buyer information, correct documentation, and
• Review a sampling of Advisor calls to assess adherence to established call flows and lead
• Identify relevant opportunities to improve lead quality and maximize revenue while accurately

🎯 Requirements

• 1–3 years of experience in quality assurance, content review, proofreading/editing, or customer
• Strong written and spoken English communication skills, including excellent grammar, proofreading
• Strong active listening skills and the ability to compare recorded conversations with written
• Experience using Microsoft Excel and customer relationship management (CRM) tools.
• Ability to maintain accuracy and consistency while handling high-volume, repetitive work within
• Strong organizational skills, sound judgment, and accountability for the quality and completeness