Customer Success Representative
New
P
ProScore TechnologiesRegTech, SaaS
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Project ManagementReportingTroubleshootingClient relationship managementCustomer SuccessSaaS
Requirements
- Proven experience in customer success or similar client-facing roles.
- Strong ability to build and maintain professional client relationships.
- Excellent verbal and written communication skills.
- Comfortable with public speaking and conducting training sessions.
- Strong organizational skills with the ability to multitask across multiple projects.
- Technical proficiency in office software and browser configurations.
- Ability to troubleshoot common client issues.
- Prior experience in SaaS, RegTech, or FinTech industries is preferred.
- Bachelor’s degree is preferred but not required.
Responsibilities
- Become a subject matter expert in AI-powered compliance solutions and industry-specific regulatory frameworks.
- Engage with clients ranging from onsite personnel to C-suite executives to build strong relationships.
- Conduct virtual and in-person training sessions and system reviews.
- Collaborate with Product, Sales, and Support teams to address client needs and feedback.
- Manage client projects and implementation of compliance tools.
- Help clients develop internal Subject Matter Experts to foster product engagement.
- Oversee administrative tasks including timesheets, invoice preparation, and billing resolution.
- Prepare reports on headcount and performance data from internal systems.
- Coordinate supplier enrollment and conduct new supplier orientations.
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