Role overview
Employment type: Full-time
Pay: $27 - $30/hour
Work model: Remote
About the position
This entry-level customer success role focuses on building customer relationships, supporting product adoption, and resolving service and billing issues. Responsibilities include renewal management, internal escalation of customer needs, follow-up on inbound questions, and processing account changes, cancellations, and export requests.
Daily responsibilities
- Respond promptly to inbound customer calls and follow up on customer questions.
- Clarify customer concerns, identify the cause of service problems, and explain appropriate solutions.
- Review contracts, invoices, and billing issues to determine the actions needed to resolve customer requests.
- Process account and billing adjustments, downgrades, cancellations, and export requests.
- Support renewal management and communicate product value to customers.
- Record customer interactions, activity, and outcomes accurately in Salesforce.
- Meet or exceed time-to-resolution targets.
- Coordinate with internal teams to resolve escalated issues and address customer needs.
Required qualifications
- At least 1 year of experience in customer service, customer success, or inside sales.
- Ability to stay motivated and perform effectively under pressure while meeting goals and deadlines.
- Strong communication, listening, influencing, and training skills.
- Persistence and a focus on achieving results.
- Ability to work independently and collaboratively.
- Strong organization, documentation, and time management skills.
Preferred experience
- Experience in financial services or another highly regulated industry.
- Experience using Salesforce or an equivalent CRM system.
Compensation
Base pay depends on factors including experience, education, location, specialty, training, internal equity, and local cost-of-living assessments. Any applicable bonus programs will be discussed during recruitment.