Customer Success Representative

Job not on LinkedIn

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $27 - $30 / hour

⏰ Full Time

🟢 Junior

🏆 Customer Success

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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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 or 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 log customer discussion outcomes in Salesforce • Process customer account or billing adjustments • Meet or exceed time-to-resolution targets • Partner with internal teams to resolve escalated client issues

🎯 Requirements

• 1+ years’ experience with customer service, 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 communication, 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

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