Client Success Specialist – Touchpoint Labs

About the Role
Touchpoint Labs is seeking a Client Success Specialist to join our team. In this role, you will be responsible for supporting clients throughout their journey, helping them achieve their business goals by providing clear guidance, training, and solutions using our advanced sales, marketing, and support software platform, as well as other related technologies.

Key Responsibilities
Build strong relationships with a portfolio of Touchpoint Labs clients, understanding their objectives and helping them achieve measurable improvements in their business.
Operate and become proficient in Touchpoint Labs’ software platform and a variety of other technologies, determining the best tools for each client scenario.
Simplify complex concepts and processes, creating clear and concise training materials, including videos and documentation, to enable client success.
Design and deliver engaging training sessions, including one-on-one and group webinars, to educate clients on best practices and platform features.
Continuously evaluate client progress, adapting training and support to meet diverse learning styles and needs.
Collaborate with internal teams across Product, Marketing, Sales, Onboarding, and Client Success to gather insights and develop effective educational resources.
Proactively identify opportunities to improve client outcomes and implement solutions that drive results.
Respond to client inquiries via email, video, and other communication channels in a timely and professional manner.
Contribute to the ongoing development and refinement of client success processes and training programs.

Qualifications
Strong problem-solving skills and the ability to break down complex topics into actionable steps.
Excellent verbal and written communication skills, with a direct and professional approach.
Experience in client support, training, or education, preferably in a technology-driven environment.
Ability to manage multiple tasks, prioritize effectively, and work independently.
Comfortable using a variety of digital tools and platforms (e.g., Zoom, Screencast-O-Matic, Shopwindow, Happy Scribe, Spatial).
Motivated to understand client perspectives and deliver tailored, impactful solutions.
Self-starter with a passion for building systems and processes that drive client success.

Preferred Skills
Experience creating training materials and delivering virtual training sessions.
Familiarity with sales, marketing, and support software platforms.
Ability to synthesize feedback and data into actionable insights.

Touchpoint Labs values initiative, creativity, and a commitment to helping clients succeed. If you are passionate about education, technology, and making a measurable impact, we encourage you to apply.

Job Description

Are you ready to inspire, excite, and empower?

As our Client Engagement Trainer, your mission is to transform cutting-edge products and features into tools that our clients can’t live without. Through webinars, training seminars, and one-on-one coaching, you’ll have fun driving adoption of our Touchpoint Sales & Marketing Platform—the world’s first solution designed to give small businesses the marketing edge they deserve.

We’re here for our local businesses: Mom-and-Pop shops that are competing in today’s fast-paced markets. We help them achieve visibility and marketing effectiveness that rivals—and often surpasses—the big guys.

Your role is to take products and features from development and gain adoption by webinars, training seminars, and one-on-one coaching.

The role of the Client Engagement Trainer is to inspire and motivate individuals, fostering enthusiasm and engagement in a professional and impactful manner. We sell the world's first Touchpoint Sales & Marketing Platform to small local businesses. Mom & Pop shops that need to compete in today's competitive markets. We help the little guys have visibility and the marketing effectiveness of the big guys, in some cases even better.

Do you see yourself as the voice of a small business?

Can you see the magic in the people in the local businesses we serve?

It is performing and listening to what people have to say, identifying their most important goals and swiftly getting them there. You’ll establish the simplest and most effective methods to put that “gold” into training programs for others to learn and thrive.

You will quickly learn how to operate a sophisticated sales, marketing and support software platform - Touchpoint Labs. You will also operate a dozen other technologies and know the situation in which each of them works best.

You will simplify complexity. You can identify a main concept and tie in just what is needed, not more not less, to lead a client directly to success.

You enjoy getting your mind into a problem and solving it. You appreciate piecing together parts and building systems. When you find yourself with nothing to do, you self-start. You like to develop expertise in topics and have the confidence to move things in the direction of the vision by managing the resources you have. You get on with things. You can look at a problem and work out a plan to solve it.

You have a love for building processes. You will be listening to various people over zoom, in VR, audio/video/written recordings to build and refine our processes for client success and client educational training.

You seek to understand the viewpoints of our clients, our staff, our partners and when you see what’s needed you are motivated to create and deliver effective, elegant solutions.

You are responsible for a section of Touchpoint Labs clients, and you must help them in many ways until they see and believe their business is improving every day. Your dedication, thoughtfulness, and ability to synthesize feedback into actionable initiatives inspire and empower those around you to achieve success.

You can do a complex task 5 times and then create a training video that trains the next person to do it more simply than when you worked on it.

Think of yourself as a researcher, creator and distributor of communications across Touchpoint Lab’s 5 disciplines.
Product
Marketing
Sales
Onboarding
Client Success

You excel at collaborating across disciplines, seamlessly delivering educational materials and resources to support learning and development.

Because you have the knack for knowing what people need to get themselves faster to where they want to go, you are making a huge difference.

You are straight with your words. If you commit to something, and you find yourself unable to keep that commitment, you know what to do.

Tasks include:
Educating our clients thoroughly on how to be proficient with the platform we provide, emphasizing individual clients needs with different learning styles
Evaluating clients progress and assigning appropriate lessons.
Reading, interpreting, classifying and responding to email and other media.
Creating and refining training programs
Webinars - Hosting live zoom one - on ones, group trainings and seminars
Operating a dozen of technologies like zoom, screencast-o-matic, Shopwindow, happy scribe, Spatial etc.
Simplifying for clients and non clients on how Touchpoint Labs can benefit their business

Client Success Specialist – Touchpoint Labs

About the Role
Touchpoint Labs is seeking a Client Success Specialist to join our team. In this role, you will be responsible for supporting clients throughout their journey, helping them achieve their business goals by providing clear guidance, training, and solutions using our advanced sales, marketing, and support software platform, as well as other related technologies.

Key Responsibilities
Build strong relationships with a portfolio of Touchpoint Labs clients, understanding their objectives and helping them achieve measurable improvements in their business.
Operate and become proficient in Touchpoint Labs’ software platform and a variety of other technologies, determining the best tools for each client scenario.
Simplify complex concepts and processes, creating clear and concise training materials, including videos and documentation, to enable client success.
Design and deliver engaging training sessions, including one-on-one and group webinars, to educate clients on best practices and platform features.
Continuously evaluate client progress, adapting training and support to meet diverse learning styles and needs.
Collaborate with internal teams across Product, Marketing, Sales, Onboarding, and Client Success to gather insights and develop effective educational resources.
Proactively identify opportunities to improve client outcomes and implement solutions that drive results.
Respond to client inquiries via email, video, and other communication channels in a timely and professional manner.
Contribute to the ongoing development and refinement of client success processes and training programs.

Qualifications
Strong problem-solving skills and the ability to break down complex topics into actionable steps.
Excellent verbal and written communication skills, with a direct and professional approach.
Experience in client support, training, or education, preferably in a technology-driven environment.
Ability to manage multiple tasks, prioritize effectively, and work independently.
Comfortable using a variety of digital tools and platforms (e.g., Zoom, Screencast-O-Matic, Shopwindow, Happy Scribe, Spatial).
Motivated to understand client perspectives and deliver tailored, impactful solutions.
Self-starter with a passion for building systems and processes that drive client success.

Preferred Skills
Experience creating training materials and delivering virtual training sessions.
Familiarity with sales, marketing, and support software platforms.
Ability to synthesize feedback and data into actionable insights.

Touchpoint Labs values initiative, creativity, and a commitment to helping clients succeed. If you are passionate about education, technology, and making a measurable impact, we encourage you to apply.

Client Success & Account Executive – Higher Education Performing Arts Programs
About the Role
We’re looking for a client success and account management maestro who enjoys building, problem-solving, guiding clients to success, and helping them see real results. The clients in this segment of our business are primarily university music departments, marching bands, and performing arts organizations. You will work with music faculty and staff to support their recruitment and outreach goals, to establish Musicwindow as a natural extension of their program.
This is not a reactive customer service role. You’ll be our clients’ trusted advisor, helping them define what success looks like, uncover challenges, and move forward with a clear plan. Your work ensures they feel confident, supported, and motivated to continue with us year after year.
What You’ll Do
Guide Client Success: Partner with music department chairs, band directors, and administrators to understand their goals and the associated challenges, ask smart questions, and create roadmaps that fit their recruiting needs.
Support Recruitment and Marketing Success: Help clients make the most of the Musicwindow platform to reach prospective students, capture interest, and convert leads into enrollments.
Own Client Relationships: Build lasting trust and ensure clients see steady progress, even when circumstances change—whether it’s new stakeholders, competing tools, or the challenges of limited time and resources.
Prioritize & Stay Efficient: Juggle multiple client accounts, manage deadlines, and use tools (including AI where appropriate) to stay productive.
Advise & Encourage: Lead conversations in a way that helps clients ask better questions, make stronger decisions, and move toward real outcomes.
Messaging Strategy: Guide clients on crafting compelling headlines, copy, SMS, and email messaging that drives action from prospective students. Even the best marketing software will underperform if the words inside it are weak. Since most music programs lack this skill, you’ll play a critical role in bridging that gap and ensuring campaigns achieve measurable results.
Coordinate with Internal Teams: Work closely with Musicwindow’s production and support teams to turn each client’s vision into reality—bridging the gap between what they imagine and what actually gets implemented.
Spot & Share Success: Recognize when clients achieve wins and invite them to serve as case studies or references, helping feed great stories and proof points to our marketing team.
What You Bring
2–3+ years of SaaS account management or client success experience (or related experience working directly with clients).
Confidence building relationships with university leaders, faculty, and staff - and the ability to speak with them as peers.
Ability to learn our marketing SaaS platform quickly and connect it to a client’s recruiting strategy.
A proactive, problem-solving approach - you don’t just wait for requests, you look for problems and help clients uncover what they really need.
Strong organizational skills to balance multiple accounts and priorities.
Strong messaging instincts: Experience crafting written messaging that sparks action - ensuring our clients’ campaigns actually perform.
AI prompting skills (Nice to Have): Experience crafting effective prompts for AI tools is a plus, especially as we help clients set up recruiting bots.
Light marketing experience (Nice to Have): Ability to review deliverables with a critical eye, ensuring messaging, design, and workflows meet high standards before clients ever see them.
Why This Role Matters
Our clients work with finite financial and staff resources. They are typically small organizations who dream they could deploy the same caliber of technology and marketing as a Fortune 500 company. This is why they rely on Musicwindow to help them recruit the next generation of music students. Your role is to make sure clients achieve real results in a way that is low-lift for them. When clients feel confident in their progress, continuing with Musicwindow becomes the obvious choice.
This is a role for someone who enjoys building relationships, solving problems, and making an impact. If you’re excited about working closely with university music and performing arts programs and helping them succeed, we’d love to hear from you.