Customer Success Associate

Role Overview

This is a mid-level Customer Success Associate role where you'll work with new customers, primarily startups and growing companies, to drive retention and growth. You'll proactively reach out to book account reviews, train and onboard customers, and help them build sales processes within the CRM platform. The role involves direct communication with customers via Zoom, email, and other platforms, and you'll report to the Manager of Customer Success while collaborating closely with the Success and Sales teams.

Perks & Benefits

This is a 100% remote position with a worldwide location, offering flexibility to work from anywhere. The company is bootstrapped and profitable, fostering a culture focused on customer success and independence. You'll be part of a fast-paced, remote team environment, with expectations to be based in the U.S. and proficient in English, with a preference for Eastern, Central, Mountain, or Pacific time zones.

Full Job Description

Headquarters: USA URL: http://www.close.com

About Us Since 2013, we've been building a CRM that gets out of the way and helps teams sell more, faster. No manual data entry, just communication-first sales software designed to help SMBs succeed and scale. We're bootstrapped and profitable - that means we answer to our customers and play by our rules. We're proud of our ~100 person, 100% remote team focused on building Close so that no small, scaling business fails because it can't figure out sales.

About the Role Close is looking for a Customer Success Associate to help drive retention and growth among our new customers. In this role, you won t be assigned dedicated accounts, instead, you ll work with a variety of startups and growing companies as they begin their journey with Close. You ll connect directly with our new customers (often Founders and CEOs!), acting as their Close consultant and setting them up for success on the platform. Your focus will be on proactively reaching out to new customers to book account reviews where you will help them build strong sales processes within Close. As a CSA, you ll make a real impact for the scaling businesses you work with, and directly increase customer retention. You ll report to our Manager of Customer Success, Forrest Dwyer and work closely with our Success team leaders, Meghann O Brian and Liz Stephany. You ll also work closely with our current CSM team.

You are:

Backed by at least one year of experience with B2B SaaS.

Preference given to candidates with either 1) frontline sales experience or 2) experience working for a CRM platform or a sales enablement tool. Our customers are sellers so a deep familiarity with sales tools or firsthand experience in Sales is preferred.

A clear, precise communicator both verbally and in writing. You ll be spending much of your time face-to-face with customers on Zoom, but you will also frequently write emails to provide consultation and advice to customers.

Energized by working independently in a fast-paced environment. Our team moves quickly and our customers deserve prompt responses - you ll be responsible for managing your time and prioritizing among many competing demands on your time.

Able to build rapport with customers quickly. You won t be owning a book of business in this role, so you ll need to build new relationships every day.

Highly emotionally intelligent. You have the ability to understand and empathize with the needs of others. You have a friendly, but strong demeanor.

Experienced with working in a startup, ideally in a remote environment.

Physically based in the U.S. and proficient in English. Preference for ET, CT, MT, and PT.

You will:

Virtually train and onboard new and existing customers

Proactively reach out to high-potential new customers

Research to identify high growth and at risk customers

Communicate effectively via multiple platforms (sms, call, email, Zoom, social) with all Close customers, including co-founders, executives, and sales teams

Work closely with Success and Sales teams on seamless customer transitions

Identify expansion opportunities and upsell customers

Host and manage recurring office hours, group trainings, and interactive demos to support many customers at once

Identify customer content needs and create FAQs, white papers, videos

Communicate with customers in our online Community and via our Helpdesk software

To apply: https://weworkremotely.com/remote-jobs/close-customer-success-associate-2

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