Customer Success Representative

Summary

The Customer Success team is our customer’s trusted partner and advocate, with the goal of driving our customer’s success and establishing loyal relationships with Smarsh. Customer Success provides business-level relationship management to drive maximum lifetime value for Smarsh.

We are looking for a motivated, entry-level Customer Success Representative who can be actively involved in building relationships, promoting product adoption, addressing issues, and identifying on-going promotion of the value of Smarsh solutions.

This includes but is not limited to: renewal management, escalating client needs internally, tracking follow up for client inbound questions, resolving invoice questions or changes, and processing downgrades, cancellations, and export requests.

How will you contribute?

• Respond to inbound customer calls in a prompt manner
• Resolve service problems by clarifying the customer's complaint, determining the cause of the problem, and explaining the best solution to solve the problem
• Analyze customer contract, invoices, or billing related issues to identify necessary action to address client need
• Track activity in Salesforce and accurately logs outcomes of customer discussions
• Process customer account or billing adjustments
• Consistently meet or exceed time to resolution targets
• Partner with other internal teams to ensure client’s needs and resolution with escalated issues are being met.

What will you bring?

• 1+ years’ experience with customer success, or inside sales preferably for the financial industry or similar highly regulated industry.
• Self-motivation with a proven ability to perform well under pressure to meet goals and deadlines.
• Excellent written and verbal English communication, along with strong listening, influencing, and training skills.
• High-reaching, tenacious and results driven.
• Validated ability to work both independently and in a group environment.
• Excellent organization, documentation, and time management skills.
• Experience using Salesforce or equivalent CRM solution is a plus.