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Customer Success Representative (CSR)

Closing on: Sep 30, 2021

As a Customer Success Rep, you are a critical part of our customers onboarding and daily operations. You act as their day-to-day contact, establishing relationships with them to ensure best practices. You’ll guide for quick and consistent adoption, accelerated integrations with new modules, and real-time support and strategy. You have in-depth knowledge of indicators of success, leveraging data and your analytical aptitudes to guide changes, updates, and improvements. In this role, you will work closely with Account Executives (AE’s), and the Software Developers, so you’ll need to feel confident presenting implementation plans to all ranges of technical ability.


Your Impact

Lead client’s onboarding experience, adoption, and integration process.

Develop a strong partnership with customers, channel partners to drive product adoption

Be a customer advocate in influencing product roadmap and improvements

Coach customers on how to establish and implement accounting automation and GAAP compliant processes using Chargezoom

Identify and escalate opportunities to achieve client success

Gain deep understanding of typical business challenges faced by our customers to appropriately configure automations in Chargezoom

Address and associate business benefits to align with emerging and evolving needs

Identify risks to renewals with our clients on an ongoing basis and collaborate with internal teams to remediate client concerns

Build relationships with customers, speaking on a frequent cadence to strengthen relationships while uncovering new opportunities

Monitor key performance metrics like customer satisfaction, renewal rate, upsell/cross-sell lead identification, reference-ability, renewal likelihood, adoption, consumption, and customer engagement

Leverage key metrics to build a strategic plan to address decreases or negative changes in the metrics listed above


Your Experience

Experience working with accounting apps or payment gateways

Previous experience with a SaaS solutions company and/or an enterprise software company

Experience working in pre-sales, account management, customer success, consulting or similar roles related to driving customer success and adoption

Strong consulting and project management skills, with proven results working as a reliable advisor to drive business value for customers

Highly data-driven with a dedication to following the process

Passionate about driving and tracking a consistent engagement process with all customers in your portfolio

Ability to multi-task and work in a dynamic environment with constant change to address emerging security risks and challenges


What’s in it for you…

Equity/Stock options in a rapidly growing company

Great Medical coverage

Fully stocked snack bar & weekly catered lunches

Company provided gear & swag

Company sponsored outings and weekend retreats

Ability to mold your career and make an immediate impact

Work in a fast-paced, fun environment with an awesome group of people from all over the world

Job Category: Customer Success Team
Job Type: Full Time
Job Location: Irvine CA
Compensation: $45k-$60k
Openings: 3

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