Client Success Associate

Client Success Associate

This is a remote position.

About the Company

This fast-growing technology company offers Software as a Service (SaaS) solutions designed to help residential contractors manage and grow their businesses. With a culture focused on collaboration, autonomy, and innovation, the team is committed to delivering high-quality service that drives tangible results for its customers. Whether working from the office or remotely, the environment is casual, dynamic, and filled with opportunities for professional development in the tech sector.

About the Role

As a Client Success Associate, you'll be on the front lines with our customers. Your mission will be to implement, train, and ensure the successful use of our contractor sales platform tailored to each client's specific needs. You'll work closely with the Sales Team and directly with contractors to help them meet their goals through a customized and efficient experience. This role is perfect for individuals who enjoy helping others, are comfortable with technology, and excel at customer service.

Responsibilities

• Gain an in-depth understanding of the SaaS platform and implement it according to each customer's needs.
• Meet daily, weekly, and monthly performance metrics and goals.
• Cross-train to successfully support all aspects of the customer lifecycle.
• Manage a portfolio of potential customers through proactive calls, emails, and follow-up activities.
• Follow established processes for onboarding and other key customer success workflows.
• Deliver product training with enthusiasm and technical proficiency.
• Manage time and projects effectively using tools such as CRM and project management systems.

Requirements

Benefits