As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring customers are engaged and satisfied, acting as an essential resource for troubleshooting and enhancements.
Responsibilities:
- Proactively support the onboarding process for new customers.
- Address and resolve a broader range of customer inquiries and issues.
- Assist with customer renewals and upselling opportunities.
- Monitor and analyze customer performance and engagement data.
- Provide intermediate-level training and guidance to customers.
- Ensure implementation schedules, targets, and budgets are met.
- Collaborate with internal teams on customer feedback to improve products/services.
- Document detailed customer interactions and updates in CRM.
- Identify potential areas for service/product improvement based on customer feedback.
- Maintain and enhance strong client relationships.
Skills:
- Enhanced Communication: Improved verbal and written communication capabilities.
- Intermediate Problem-Solving: Ability to tackle a wider range of issues.
- Analytical Skills: Basic analytical skills to track and interpret customer data.
- Technical-Technical Proficiency: Stronger understanding of products/services.
- Advanced CRM: More proficient use of CRM tools for streamlined customer management.
- Customer Focus: Deepened empathy and focus on customer needs.
- Collaboration: Enhanced team collaboration and coordination.
- Feedback Implementation: Ability to implement customer feedback effectively.
Qualifications:
- Bachelor’s degree from an accredited college/university or equivalent B2B client service experience
- Strongly preferred minimum of two year of business-to-business (B2B) client/customer service experience; preferably consultative customer service experience working within the banking, insurance, hospitality, retail and/or legal industry
Compensation:
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $45,100 - $61,700
