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Customer Success Representative

Role overview

Qualifications

  • 1+ years’ experience with customer service, customer success, or inside sales preferably for the financial industry or similar highly regulated industry
  • Self-motivation with a proven ability to perform well under pressure to meet goals and deadlines
  • Excellent communication, listening, influencing, and training skills
  • Experience using Salesforce or equivalent CRM solution is a plus

Responsibilities

  • Respond to inbound customer calls in a prompt manner
  • Resolve service problems by clarifying the customer's complaint, determining the cause of the problem, and explaining the best solution to solve the problem
  • Analyze customer contract, invoices, or billing related issues to identify necessary action to address client need
  • Partner with other internal teams to ensure client’s needs and resolution with escalated issues are being met

Key facts

  • Remote from: United States
  • Full time
  • Junior (1-2 years)
  • Customer Success Specialist
  • English

Hard skills

Other skills

  • Customer Service
  • Relationship Management
  • Problem Solving
  • Time Management
  • Communication
  • Active Listening
  • Training And Development
  • Self-Motivation

About the company

Cognia logo

Cognia

RegTech (Regulatory & Compliance Technology)

Smarsh enables companies to transform oversight into foresight by surfacing business-critical signals in more than 100 digital communications channels. Regulated organizations of all sizes rely upon the Smarsh portfolio of cloud-native digital communications capture, retention, and oversight solutions to help them identify regulatory and reputational risks within their communications data before those risks become fines or headlines. Smarsh serves a global client base spanning the top banks in North America, Europe, and Asia, along with leading brokerage firms, insurers, and registered investment advisors and U.S. state and local government agencies.

Company details

Company typeXLarge
IndustryRegTech (Regulatory & Compliance Technology)
Company size1001 - 5000

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Job description

Who are we?
Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines.  Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Summary   The Customer Success team is our customer’s trusted partner and advocate, with the goal of driving our customer’s success and establishing loyal relationships with Smarsh.  Customer Success provides business-level relationship management to drive maximum lifetime value for Smarsh.     We are looking for a motivated, entry-level Customer Success Representative who can be actively involved in building relationships, promoting product adoption, addressing issues, and identifying on-going promotion of the value of Smarsh solutions. This includes but is not limited to: renewal management, escalating client needs internally, tracking follow up for client inbound questions, resolving invoice questions or changes, and processing downgrades, cancellations, and export requests.
How will you contribute?
  • Respond to inbound customer calls in a prompt manner 
  • Resolve service problems by clarifying the customer's complaint, determining the cause of the problem, and explaining the best solution to solve the problem
  • Analyze customer contract, invoices, or billing related issues to identify necessary action to address client need 
  • Track activity in Salesforce and accurately logs outcomes of customer discussions 
  • Process customer account or billing adjustments 
  • Consistently meet or exceed time to resolution targets 
  • Partner with other internal teams to ensure client’s needs and resolution with escalated issues are being met.

  • What will you bring?
  • 1+ years’ experience with customer service, customer success, or inside sales preferably for the financial industry or similar highly regulated industry
  • Self-motivation with a proven ability to perform well under pressure to meet goals and deadlines
  • Excellent communication, listening, influencing, and training skills
  • High-reaching, tenacious and results driven
  • Validated ability to work both independently and in a group environment
  • Excellent organization, documentation, and time management skills
  • Experience using Salesforce or equivalent CRM solution is a plus
  • About our culture
    Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world’s leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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