Facilitating efficient communication between the Customer Success Team and Support Services Division to address all Support Plan-related inquiries, including verifying Support Plans
Generating new and renewal quotes for Support Plans, ensuring accuracy and timely delivery to customers
Conducting customer outreach to ensure prompt follow-up on Support renewals, through both email and phone communication
Adhering to strategies and processes that deliver consistent customer satisfaction and retention
Coordinating with internal teams to access additional resources and facilitate the solutions and tools needed by customers
Soliciting existing customers to serve as verbal and/or site tour references for potential new customers
Handling customer issues or complaints with professionalism and empathy, finding swift and effective resolutions and recommending best courses of action to maintain customer satisfaction and loyalty
Maintaining accurate records of customer interactions, feedback, and support tickets in CRM or other relevant tools
Guiding new customers through the onboarding process, ensuring they understand the resources available to them
Providing support for spreadsheet projects for the Customer Success team

Bachelor's degree in Business Administration, Marketing, Communications, or a related field preferred
1-2 years of experience in customer service, sales, or customer facing role
Experience with CRM systems, Zendesk and/or HubSpot preferred
Familiarity with using Microsoft Excel
Strong interpersonal skills and the ability to build rapport and trust with customers
Problem-solving abilities and a proactive attitude towards addressing customer needs and challenges
Patience when dealing with customer inquiries or complaints
Organizational skills and the ability to manage multiple tasks and priorities simultaneously

100% Employee Covered Health Care: Don’t pay a dime for your medical, dental, and vision insurance.
Paid Time Off: Receive paid holidays, vacation, and sick time.
401k with Match: Save for the future with our company-matching 401k program.
World-Class Headquarters: While on-site, enjoy complimentary snacks and beverages, then challenge a friend to a game of pool, table tennis, shuffleboard, or foosball.
Adjacent Nature Reserve: On-site employees enjoy breathtaking views and adventures that energize and inspire.

Customer Success Representative I

Key skills