Customer Success Representative

🔥 1 minute ago

🇨🇷 Costa Rica – Remote

⏰ Full Time

🟢 Junior

🏆 Customer Success

🚫👨‍🎓 No degree required

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Logo of Smarsh

Smarsh

1001 - 5000 employees

Founded 2001

💼 Consulting

🏥 Healthcare

🛡️ Insurance

💰 Private Equity Round on 2016-01

Consulting • Healthcare • Insurance

Smarsh is the global leader in communications data and intelligence, focusing on digital communications compliance and risk management in regulated industries. With over two decades of experience, Smarsh delivers AI-enabled solutions to unlock business insights from communications data at scale. Trusted by 95% of top financial firms and managing billions of messages monthly, Smarsh offers services like chat capture, email archiving, and digital risk surveillance. Their platforms are designed to meet the diverse and evolving needs of financial services, government, healthcare, and other industries, enhancing productivity and ensuring compliance with digital communication governance challenges.

📋 Description

• Build customer relationships and promote product adoption • Address customer issues and promote the value of Smarsh solutions • Manage renewals • Escalate client needs internally • Track follow-up for inbound client questions • Resolve invoice questions and changes • Process downgrades, cancellations, and export requests • Respond promptly to inbound customer calls • Resolve service problems by clarifying complaints, determining causes, and explaining solutions • Analyze customer contracts, invoices, and billing issues to identify necessary actions • Track activity and accurately log customer discussion outcomes in Salesforce • Process customer account and billing adjustments • Meet or exceed time-to-resolution targets • Partner with internal teams to resolve escalated issues and meet client needs

🎯 Requirements

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

🏖️ Benefits

• Full-time employment • Remote work from Costa Rica • Opportunities for professional development • Diverse and inclusive culture • Collaboration-focused work environment • Access to latest AI/ML technology • Smarsh leadership, culture, and commitment to developing people recognized with Comparably.com Best Places to Work Awards

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