Note: The job is a remote job and is open to candidates in USA. ProfitSolv is a SaaS business services provider for the legal and accounting industry. The Customer Success Associate builds and maintains customer relationships while supporting revenue renewals, reducing churn, and identifying upselling and cross-selling opportunities. The role also manages customer success data, projects, procedures, and touchpoints to promote customer satisfaction.
Responsibilities
- Act as an advocate between clients and the company
- Identify a need for upselling and cross-selling payments or other add on products
- Contact and follow up with customers to meet revenue renewal objectives
- Enter information into customer success tools and databases
- Implement projects, procedures and customer touchpoints to ensure overall customer satisfaction
- Analyze the customer lifecycle and journey; including touch points, early signals of at-risk renewals, email outreach, and opportunities for upsell of existing or cross sell products
- Other duties as assigned
Skills
- Prior experience cultivating positive, long lasting, working relationships with customers and coworkers
- Strong communication skills and a high level of professionalism
- Understanding of customer service tools and processes
- Strong verbal communication skills, and good voice quality and tone
- Excellent written and verbal communication skills
- Strong time management and follow-up skills
- Strong initiative and sound decision-making ability
- Ability to sit for prolonged periods at a desk and work on a computer
- Must be able to lift up to 15 pounds at times
- Prefer experience working with customer databases and CRMs
- Experience working with a customer success platform preferred
Benefits
- 401K match
- Paid time off and paid holidays
- Health, dental, and vision HSA and FSA policies
- Performance-based merits and commission
- Remote work
Company Overview