Customer Success Representative Job Description
Customer success representative
provides expert level presales support for HPE Servers, Storage, Networking, Converged Solutions, and Cloud Products and solutions.
Customer Success Representative Duties & Responsibilities
To write an effective customer success representative job description, begin by listing detailed duties, responsibilities and expectations. We have included customer success representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Conducting scheduled one-on-one instruction of the MyLab/Mastering products for our customers during the onboarding process
Ensure pricing integrity is met on all proposals within your territory
Ensures high level of partner satisfaction by responding to escalations in a timely manner and providing appropriate resolutions and also identifying trends that will increase internal and external efficiency
Analyzes key metrics and initiates daily action plans for resource optimizations
Documents policies and procedures based on expertise in specific job areas and works with the process governance team to document best practice and work flow charts
Represents Partner Services & Operations organization on global projects
Support Customer Success Specialists with any customer inquiries or issues that arise such as collecting inventory counts, performing product inspections, and monitoring product packaging/shipment quality
Provide knowledgeable facility tours tailored specifically to the customer
Aid in the returns process by inspecting product, contacting the appropriate Customer Success Specialist to obtain return instructions and help Operations team to implement process
Use expertise to prioritize and complete delegated duties assigned from the Customer Success Specialists
Customer Success Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Customer Success Representative
Typically a job would require a certain level of education.
Employers hiring for the customer success representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Performance, History, English, Computer Science, Marketing, Education, German, Psychology, Biological Sciences
Skills for Customer Success Representative
Desired skills for customer success representative include:
Cloud and networking
Servers
Storage
Security
Microsoft Excel and Outlook
With aptitude to learn new technology
Check Point products and licensing
Finance
Networking and Linux
Tax
Desired experience for customer success representative includes:
Must be able to read and explain detailed product information and/or ordering procedures
Must be able to analyze and resolve routine customer sales support related issues of a moderate to diverse scope using independent judgment
Must be comfortable analyzing/summarizing large data sets
Curious, you learn rapidly, eagerly and independently
Degree in Business, Supply Chain, Logistics Management or Diploma Holder
Ability to work within a fast paced and dynamic environment
Customer Success Representative Examples
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Customer Success Representative Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of customer success representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer success representative
- Assist students at front counter in person, by phone and email
- General clerical work and operation of associated equipment to include but not be limited to filing, sorting, routing, scanning, faxing, copying, laminating, creating word processing documents, data entry to Excel spreadsheets
- Maintain adequate supply of office handouts
- Receive completed service request forms
- Training and certification may be required and will be provided
- Welcome guests, prospective students and continuing students to the Welcome Center and the Student Success Center
- Ability to project a positive and enthusiastic attitudeRepresent the college in a professional manner at all times
- Provide current, accurate and factual information and coach through the enrollment and registration process
- Greet, escort and direct trafficProvide personalized assistance to students and guests at the Welcome Center and Student Success Center
- Provide Get Started Sessions as neededAssist students with sign in procedure at the Student Success Center
Qualifications for customer success representative
- Willingness to learn and accept college procedures
- Working knowledge of basic computer applications such as Windows Office to include Outlook, Excel, Word, PowerPoint
- Participate in call campaigns as neededMonitor lobbySet up and maintain the Student Success Center space
- Serve as a peer to peer consultant on college navigation
- General clerical work and operation of associated equipment to include but not limited to filing, sorting, routing, scanning, faxing, copying, laminating, and / or creating word processing documents
- Communicate needs to supervisor including needs for office supplies.Utilize computer technologies including PowerPoint as needed (website navigation and Banner)
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Customer Success Representative Job Description
Job Description Example
Our innovative and growing company is looking for a customer success representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for customer success representative
- Work collaboratively with supervisor and other departments to meet student needs
- Be the primary relationship driver and communicator with your assigned customers from successful launch
- Identify opportunities to expand our business with the customer
- Maintain stock records
- Complete Customs/Duties paperwork for shipping
- Coordinate international shipping
- Generate licences for orders
- Demonstrated ability and willingness to learn and motivate
- Handles all Export requests escalated by the Support team and ensure that they are dealt with in a timely manner
- Working closely with Export Control team, escalates export problems to support manager when necessary
Qualifications for customer success representative
- Must maintain and respect confidential nature of information
- Motivated self-started and team player
- Develop and manage a pipeline of upsell and renewal business
- Assist sales teams in driving license renewal revenue
- Re-engage and reactivate dormant accounts
- Partner with sales teams to help them be more effective
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Customer Success Representative Job Description
Job Description Example
Our company is searching for experienced candidates for the position of customer success representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer success representative
- Provide accurate monthly/quarterly customer health risk assessments or sales forecasting
- Collaborate and build relationships with channel partners, field sales representatives, executives
- Handle high volume calls and emails with quality and care
- Share customer feedback across functions and with the management team to resolve customer challenges
- Consistently deliver on a revenue target for PaaS and IaaS within existent contract base and achieve Key Performance Indicators (KPIs) of the role
- Ensure successful retention and renewal of approximately 200 existing accounts in your assigned territory, collaborating closely Account Managers
- Successfully understand articulate the value of our product to technical and non-technical buyers
- Maintain relationships with existing clients through regular check-ins, identifying new business opportunities and consultatively selling new services
- Decide when and how to collaborate with sales and technical teams to resolve client issues
- Grow career with the chance to move up in Customer Success, or transition to our premier Sales organization
Qualifications for customer success representative
- Help drive customer references and case studies
- Ability to convey ideas clearly in written form and proofread documents used for training and reporting purposes, including translation to designated languages as applicable
- Ability to work on multiple concurrent systems under pressure and meet deadlines
- A sense of humour and team spirit
- Check out our Muse Page
- Check out our Newsroom
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Customer Success Representative Job Description
Job Description Example
Our growing company is looking to fill the role of customer success representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer success representative
- Be Tenacious and Results Oriented by displaying resiliency in the face of adversity and always acting with the end goal and business objective in mind
- Work with a focus on Partnership by building and maintaining positive and productive working relationships with internal and external customers
- Be curious
- Client Services or Support experience and a Bachelor’s degree
- Ideally experience with Salesforce.com and Google AdWords
- Develop a deep knowledge of our platform and processes
- Identify and develop opportunities for prospective customers to leverage our platform beyond their initial use
- Maintain knowledge of market conditions and competitive activities
- Analyze customer feedback and data to revise best practices as necessary
- Report activity in real time - metrics, status, and any other detail required
Qualifications for customer success representative
- Partner with presales and inside sales and become an invaluable technical resource
- Advise other departments such as marketing and product development to help us shape the best possible customer experience
- Keep up-to-date on new product changes, and attend sales and technical enablement sessions
- Other responsibilities/projects as determined by your interest and the company’s needs
- Keep the customer in mind at all times, while utilizing your solution skills to the max
- Have excellent communication skills (fluent English is a must, and any other languages would be an advantage)
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Customer Success Representative Job Description
Job Description Example
Our company is looking for a customer success representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer success representative
- Create and manage the case queue in Salesforce
- Partners with Education Training Managers, Marketing, Account Executives and Legal Technology Specialists in order to create successful communication, education and training on Westlaw products
- The Customer Success Representative’s primary responsibility is to support the Market Manager in monitoring the performance of the book of business, identifying opportunities and sell promotions
- Manage multi-million dollar accounts and our relationships with their Travel Managers
- Monitor performance of a book of business
- Assemble and present light business reviews at scale and drive overall book of business growth from adoption to expansion for a small number of strategic customers
- Identify product issues and accurately bubble up through appropriate channels
- The ability to help scale the business through innovative thinking and excellent execution
- Work with product development manager to identify product improvements per customer feedback
- Maintain interactions through records management as directed in specified CRM system
Qualifications for customer success representative
- Have a technical aptitude and (more importantly) the desire and drive to master new technologies
- Want to excel in your role and grow your career
- Are a dragon, because how cool would that be?
- Candidates must be authorized to work in the U.S. without sponsorship
- Empathetic to customer concerns/issues
- Willingness to learn about life insurance and the life insurance industry