Customer Success Representative
New
S
SmarshRegulatory compliance
US - RemoteFull-TimeEntry
Salary$27 - $30 an hour
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Job Details
- Experience
- 1+ years’ experience with customer service, customer success, or inside sales
- Required Skills
- SalesforceDocumentationCustomer serviceTime ManagementCustomer SuccessCRM
Requirements
- Have 1+ years’ experience in customer service, customer success, or inside sales.
- Bring experience preferably from the financial industry or a similar highly regulated industry.
- Be self-motivated and able to perform under pressure to meet goals and deadlines.
- Demonstrate communication, listening, influencing, and training skills.
- Work independently and in a group environment.
- Have organization, documentation, and time-management skills.
- Salesforce or an equivalent CRM solution is a plus.
Responsibilities
- Respond promptly to inbound customer calls.
- Clarify customer complaints, determine the cause of service problems, and explain solutions.
- Analyze customer contracts, invoices, and billing issues to identify necessary actions.
- Track activity in Salesforce and accurately log outcomes of customer discussions.
- Process customer account or billing adjustments.
- Meet or exceed time-to-resolution targets.
- Partner with internal teams to resolve escalated issues and meet client needs.
- Manage renewals, follow up on inbound customer questions, and process downgrades, cancellations, and export requests.
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