Customer Success Representative

Role overview Support customers as an accessible point of contact for product questions, account changes, and service concerns. This entry-level customer success role combines relationship building and product adoption with practical follow-through on renewals, billing questions, and requests that need coordination across teams.

Responsibilities - Respond promptly to inbound customer calls and clarify the issue before recommending a resolution. - Investigate service complaints, determine likely causes, and explain next steps to customers. - Review contracts, invoices, and billing details to identify appropriate account actions. - Record customer discussions and outcomes accurately in a CRM system. - Process account or billing adjustments, including changes, cancellations, downgrades, or export requests. - Track follow-ups, escalate customer needs to internal teams, and work toward resolution-time targets.

Requirements - At least 1 year of experience in customer success or inside sales; experience in financial services or another regulated industry is relevant. - Clear written and spoken English, with strong listening and customer communication skills. - Able to stay organized, document interactions, and manage time across multiple requests. - Self-motivated and results-oriented, with the ability to meet deadlines under pressure. - Comfortable working independently and collaboratively.

Nice to have - Experience with Salesforce or a similar customer relationship management system.