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Customer Success Coordinator

Posted about 2 months agoViewed

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💎 Seniority level: Entry, 1–3 years

📍 Location: US

💸 Salary: 18.0 - 22.0 USD per hour

🔍 Industry: Legal technology

🏢 Company: Prevail👥 4-10Financial ServicesRisk ManagementInsurance

🗣️ Languages: English

⏳ Experience: 1–3 years

Requirements:
  • 1–3 years of experience in Court Reporting operations.
  • Proficiency in RB9 (Reporter Base) software.
  • Familiarity with Google Workspace (Google Suite) and Slack for communication and collaboration.
Responsibilities:
  • Serve as a key point of contact for inbound communications, including scheduling depositions and addressing client inquiries.
  • Respond promptly to email and phone inquiries, ensuring client satisfaction.
  • Coordinate billing inquiries with Accounting and facilitate resolution.
  • Collaborate with Sales and Marketing teams to create and update client-facing best practices documentation.
  • Assist clients in creating User Accounts and providing necessary resources to get started.
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  • 1-3 years in a customer-facing role in a SaaS B2B company.
  • Experience promoting customer value and analyzing customer data.
  • Exceptional communication skills and ability to foster positive business relationships.
  • Comfortable identifying client risks and handling escalations for retention.
  • Passion for learning new technology and ability to manage multiple tasks.
  • Act as the primary point of contact throughout the customer lifecycle, developing relationships with key stakeholders.
  • Regularly monitor platform usage and proactively contact clients whose usage dips to ensure product engagement.
  • Share best practices and valuable information to help clients achieve their goals.
  • Review client feedback for signs of churn and address issues early.
  • Utilize CRM for tracking key account data and facilitating onboarding and training.

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Posted 3 months ago
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