Client Success Representative

Millennium- • South Salt Lake, UT

5d • Onsite

About The Position

Are you a team player driven by delivering unparalleled client service and satisfaction? As a Client Success Representative (CSR), you are responsible for delivering an exceptional client experience and ensuring long-term client retention. This role supports the sales process by providing accurate quotes, tracking the progress of sales orders, sourcing and requisitioning materials and services, and coordinating shipments and service delivery. With a client-first mindset, the CSR facilitates clear and timely communication to clients, the sales teams, vendors, and the fulfillment team to ensure best-in-class client satisfaction. The CSR plays a key role in maintaining and enhancing long-term client loyalty.

Responsibilities

• Client Communication: Proactively update clients on order status, materials, changes, or delays. Respond promptly to inquiries, providing accurate information and solutions.
• Transaction Processing: Generate accurate quotes, sales orders (SOs), and purchase orders (POs). Maintain data accuracy in Netsuite and CRM, updating shipment dates based on vendor and client expectations.
• Vendor & Inventory Management: Engage vendors for pricing, stock, and lead times. Record all client and deal interactions in the CRM. Assist with daily inventory movement.
• Team Support: Support team members to ensure a best-in-class client experience.
• Review and follow up on open quotes with Sales, ensuring timely closure and accurate pipeline maintenance.
• Collaborate with Sales to resolve concerns and close deals.
• Status long-term delivery schedules and related orders.
• Update clients on upcoming delivery timelines/delays.
• Review CRM entries for accuracy and completeness.
• Collaborate with Warehouse teams to review stock levels for upcoming orders.
• Participate in team meetings to share feedback on client interactions and challenges.
• Review performance against metrics and team goals with the Client Success Manager.
• Analyze client feedback and propose process enhancements.
• Verify all prior months' POs and SOs have shipped or have updated ship dates.
• Provide feedback to the Supply Chain team on vendor lead times, low inventory, stock availability, and delivery performance.
• Engage in professional development/training and team-building activities.

Benefits

• Competitive Benefits Package: Medical, Dental, Vision, 401k Matching, 10 Company Holidays
• Investment in your Community, Personal Development, and Health & Well-Being
• 4 hours of community service time per month
• 4 hours of personal development time per month

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed