Customer Success Representative

Posted 3 Days Ago
Be an Early Applicant
Portland, OR
Hybrid
27-34
Entry level
Software
The Role
The Customer Success Representative will manage client relationships to ensure customer satisfaction, product adoption, and renewal management. Responsibilities include responding to inquiries, resolving issues, analyzing contracts, and tracking client interactions in Salesforce. The role aims to enhance customer lifetime value through effective communication and problem-solving.
Summary Generated by Built In

Who are we?


Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.


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 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

About our culture


Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world’s leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.

Top Skills

Salesforce
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Redwood City, CA
1,470 Employees
On-site Workplace

What We Do

Smarsh provides cloud-based archiving and compliance solutions for companies in regulated and litigious industries.

Similar Jobs

Axios Logo Axios

Senior Associate, Client Success

AdTech • Digital Media • News + Entertainment • Other
Remote
3 Locations
510 Employees

NTT DATA Logo NTT DATA

Manager, Client Success

Information Technology • Business Intelligence • Consulting
23 Locations
55092 Employees
107K-156K Annually

Adobe Logo Adobe

Customer Success and Strategy Specialist, Adobe Express & Adobe Firefly

Artificial Intelligence • Digital Media • Marketing Tech • Software
12 Locations
21000 Employees
126K-221K Annually

Genesys Logo Genesys

Senior Manager, Customer Success

Artificial Intelligence • Big Data • Cloud • Machine Learning • Software
6 Locations
6774 Employees
122K-227K Annually

Similar Companies Hiring

True Anomaly Thumbnail
Software • Machine Learning • Hardware • Defense • Artificial Intelligence • Aerospace
Colorado Springs, CO
131 Employees
Caliola Engineering Thumbnail
Software • Machine Learning • Hardware • Defense • Data Privacy • App development • Aerospace
Colorado Springs, CO
53 Employees
Red 6 Thumbnail
Virtual Reality • Software • Hardware • Defense • Aerospace
Orlando, Florida
113 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account