Full-Time Customer Success Representative

Position Overview: We are seeking a motivated and detail-oriented Customer Success Representative to join our dynamic team. This role focuses on delivering an exceptional customer experience by providing timely and accurate quotes, ensuring seamless communication, and leveraging Salesforce for customer relationship management.

Key Responsibilities:

1. Quote Management: Prepare and deliver accurate and timely quotes to customers while ensuring they align with company policies and pricing structures.
2. Customer Relationship Management: Build and maintain strong relationships internally and externally. Partner with customers, understanding their needs, and proactively offering solutions to enhance their experience.
3. Salesforce Expertise: Utilize Salesforce to track customer interactions, manage accounts, and monitor the progress of quotes and deals. Maintain accurate and up-to-date records in the CRM.
4. Collaborative Communication: Work closely with sales, support, finance, and operations teams to address customer inquiries, resolve issues, and provide a seamless experience.
5. Proactive Engagement: Identify opportunities to upsell or cross-sell based on customer needs and provide recommendations that align with their goals.
6. Customer Feedback: Gather and relay customer feedback to the relevant teams to improve products, services, and processes.
7. Problem-Solving: Address and resolve customer concerns promptly, ensuring satisfaction and retention.

Requirements:

• 3+ years of experience in customer success, customer service, or sales roles.
• Experience with quote preparation and familiarity with pricing models.
• Strong organizational and time management skills with attention to detail.
• Ability to analyze customer needs and offer tailored solutions.
• A proactive attitude with a commitment to exceeding customer expectations.
• In-depth experience with tools and processes related to quoting and pricing.
• Excellent verbal and written communication skills.
• Proficiency in Salesforce.

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