Customer Success Representative
New
S
SmarshCustomer success software
Costa Rica - HerediaFull-TimeEntry
Salary not disclosed
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Job Details
- Languages
- Excellent written and verbal English communication
- Experience
- 1+ years’ experience with customer success, or inside sales preferably for the financial industry or similar highly regulated industry.
- Required Skills
- SalesforceDocumentationCustomer serviceCustomer SuccessCRM
Requirements
- Have 1+ years of customer success or inside sales experience.
- Financial industry or similar highly regulated industry experience is preferred.
- Demonstrate excellent written and verbal English communication.
- Bring strong listening, influencing, and training skills.
- Be able to perform under pressure and meet goals and deadlines.
- Work independently and in a group environment.
- Demonstrate organization, documentation, and time management skills.
- Experience with Salesforce or an equivalent CRM solution is a plus.
Responsibilities
- Respond promptly to inbound customer calls.
- Clarify customer complaints, identify causes, and explain solutions to service problems.
- Analyze customer contracts, invoices, and billing issues to determine needed actions.
- Track activity in Salesforce and accurately log customer discussion outcomes.
- Process customer account and billing adjustments.
- Meet or exceed time-to-resolution targets.
- Partner with internal teams to resolve escalated client issues and meet client needs.
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