Customer Success Associate

Posted 14 Days Ago
Hiring Remotely in Dallas, TX
Remote
Junior
Software
The Role
The Customer Success Associate at RocketDocs will provide exceptional customer service, assist in project management, and manage customer relationships. Responsibilities include offering technical support, developing self-service resources, and collaborating with internal teams to ensure customer success.
Summary Generated by Built In

At RocketDocs, we are dedicated to providing a positive customer experience and promoting platform adoption. In order to continue to develop deep, lasting partnerships with our customers, we are seeking a customer success associate to assist with project management, communications, and relationship management. The ideal candidate will be tech savvy, have excellent time management skills, and have experience with balancing multiple projects at any given time.


Objectives:

  • Provide excellent customer service
  • Provide timely, accurate, and thorough support for customers during and after onboarding and migration
  • Manage and grow library of self-service help resources

Key Responsibilities:

  • Provide technical and product support by proactively addressing customer issues, responding efficiently to customer questions directly and proactively providing appropriate self-service and training resources that align to customer goals. 
  • Develop support portal articles and video walkthroughs for frequently asked questions and support issues that arise during weekly meetings, support tickets, and QBRs with customers. 
  • Complete detail-oriented, deadline-driven projects accurately and efficiently
  • Work with a variety of customers and cross-functional internal teams to help ensure customers have the resources they need to be successful
  • Develop a deep understanding of the RocketDocs software platform and integrations

Qualifications:

  • Customer-oriented
  • Excellent communication skills
  • Two or more years of proven success in a project management or customer support role, sales support experience is a plus
  • Proficiency with Microsoft Office, including specialty knowledge of Word styles
  • Ability to balance responsibilities while managing multiple projects
  • Knowledge of Salesforce and an aptitude for learning new applications, working knowledge of Churn Zero, Jira, and Confluence is a plus
  • Understanding of the RFP response process

EEO Statement: RocketDocs is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, sex, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law.

Top Skills

Salesforce
The Company
Baltimore, Maryland
26 Employees
On-site Workplace
Year Founded: 1994

What We Do

Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals

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