Now hiring

Customer Success Representative

Remote (United States)

Role overview

Employment type: Full-time

Pay: $60,000 - $70,000/year

Work model: Fully remote

Customer success focus

You’ll provide customer support for a B2B SaaS platform, with a strong focus on payroll, accounting, and workforce management. The role combines technical troubleshooting, customer education, issue resolution, and process improvement.

What you’ll own

  • Manage inbound customer support tickets.
  • Troubleshoot technical issues and resolve requests within established service levels.
  • Provide guidance and training on payroll, accounting, and workforce management features.
  • Contribute to knowledge base articles, tutorials, and FAQs.
  • Escalate critical customer issues when necessary.
  • Identify recurring customer trends and product feedback.
  • Help improve support processes for greater efficiency and scalability.
  • Act as a customer advocate across internal teams.
  • Work cross-functionally to address customer needs and improve the overall experience.

Experience and qualifications

  • West Coast location or ability to consistently work West Coast business hours.
  • Experience in product support or another customer-facing role for a B2B SaaS platform.
  • Payroll experience through either supporting a payroll platform or managing payroll for an organization.
  • Experience with accounting software such as QuickBooks, Xero, Zoho, NetSuite, or similar platforms.
  • Strong troubleshooting and research skills.
  • Ability to explain technical concepts clearly and simply.
  • Experience using AI tools with attention to prompt quality.
  • Strong organization and attention to detail.
  • Ability to manage multiple priorities proactively.
  • Ability to de-escalate difficult customer situations with empathy and professionalism.
  • Self-motivated approach with strong ownership.
  • Ability to collaborate effectively and receive feedback.

Preferred skills

  • Data analysis skills.
  • Experience using customer support systems such as Intercom.
  • Experience working at a Series A or Series B startup.
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