We are looking for a proactive and relationship-driven Client Success Representative to ensure our clients achieve their goals and have a positive experience with our products or services. This role involves onboarding new clients, providing ongoing support, and acting as a liaison between clients and internal teams to drive satisfaction and retention.
Key Responsibilities:
- Build strong, long-term relationships with clients through regular communication and support
- Guide new clients through the onboarding process, ensuring a smooth transition and setup
- Understand client goals and use cases to provide personalized support and product guidance
- Monitor client engagement and proactively identify areas for improvement or risk of churn
- Resolve issues promptly and escalate more complex concerns to appropriate departments
- Conduct check-ins, training sessions, and business reviews with clients
- Collaborate with Sales, Product, and Support teams to advocate for client needs
- Track client feedback and suggest improvements to services, products, or processes
- Maintain accurate records of client interactions in CRM or success platforms
Qualifications:
- Bachelor’s degree in Business, Communications, Marketing, or a related field (or equivalent experience)
- Experience in customer success, account management, client services, or related roles
- Excellent communication, relationship-building, and problem-solving skills
- Ability to manage multiple client accounts and prioritize tasks effectively
- Familiarity with CRM tools (e.g., HubSpot, Salesforce) and client success platforms (e.g., Gainsight, Zendesk)
- Tech-savvy and comfortable with software, dashboards, and virtual collaboration tools
- Customer-first mindset with a passion for helping others succeed
Work Environment:
- Remote, hybrid, or in-office depending on company policy
- Full-time, with occasional meetings outside of standard hours for client time zones
- Collaborative team environment with cross-functional communication