Customer Success Agent

Bay Alarm Company • Concord, CA

7d

About The Position

We are seeking a detail-oriented and proactive Customer Success Agent to support our sales team by organizing, scheduling, and managing meetings with prospective and existing clients. In this role, your primary responsibility is to ensure our salespeople's calendars are consistently filled with well-qualified, timely, and efficiently scheduled meetings. Success in this role directly drives our sales pipeline and customer engagement.

Requirements

• Strong organizational and time management skills.
• Clear and professional communication skills (written and verbal).
• Proficiency in CRM tools (e.g., HubSpot, Salesforce) and calendar scheduling software (e.g., Google Calendar, Outlook).
• Ability to manage multiple schedules and priorities simultaneously.
• Detail-oriented with a customer-first mindset.
• Comfortable working in a fast-paced environment with minimal supervision.
• High school diploma or equivalent required
• Excellent communication (writing and verbal) and interpersonal skills required
• Basic data entry and retrieval skills required
• Intermediate word processing and basic spreadsheet competence required.

Nice To Haves

• Bonus included for this role for meeting team an individual retention metric goals as defined by management.

Responsibilities

• Proactively coordinate and schedule sales meetings, demos, and follow-ups for sales representatives.
• Manage scheduling requests via email, phone, CRM tools, and calendar applications.
• Communicate professionally and promptly with prospects and clients to confirm availability and meeting details.
• Optimize meeting routes and schedules for efficiency, taking into account sales team availability and client preferences.
• Maintain accurate and up-to-date records of all scheduled activities in the CRM system.
• Collaborate with the sales team to prioritize high-value opportunities and ensure timely follow-up.
• Provide reminders and pre-meeting briefs to sales reps as needed.
• Resolve scheduling conflicts and troubleshoot appointment issues quickly and professionally.
• Support general customer success and administrative tasks as required.
• All other miscellaneous responsibilities and duties as assigned.

Benefits

• medical
• dental
• vision
• life insurance
• 401(k) with company match
• Paid Training
• Alarm System Purchase Plan
• Employee Discounts
• long term disability
• Employee Referral Bonus Program
• Flexible Spending Account
• Employee Assistance Program (EAP)
• Education Reimbursement
• Family Scholarship Programs
• Employee Resource Groups
• Community Service Programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED