Customer Success Representative

North America • Frisco, TX

6d • $65,000 - $80,000 • Remote

About The Position

The Customer Success Representative manages a portfolio of customers and serves as a trusted partner to help them get value from their technology investments. The role supports customer satisfaction, retention, and growth by managing software renewals, contributing to customer success initiatives, identifying expansion opportunities, and coordinating with cross-functional teams so customers can achieve their business objectives. The position involves building customer relationships, resolving problems, and creating positive customer experiences while contributing to business growth.

This is a remote-first position requiring a dedicated, professional home workspace. The employee regularly collaborates with customers and internal teams. Occasional travel may be required for customer visits, team meetings, training, and company events. Work must be performed from an approved location within the United States, and applicants must qualify as a U.S. person under applicable U.S. regulations.

Requirements

• Bachelor's degree in Business, Marketing, or a related field, or equivalent professional experience.
• 1–3 years of experience in a customer-facing role such as Customer Success, Account Management, Sales Support, or Renewals.
• Strong relationship-building and communication skills.
• Excellent organizational skills and strong attention to detail.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong problem-solving and critical-thinking abilities.
• Customer-focused mindset and passion for helping customers succeed.
• Experience using Microsoft Office and CRM platforms.
• Must reside and perform all work from an approved location within the United States; remote work from outside the United States is not permitted.
• Must qualify as a U.S. person under applicable U.S. regulations.

Nice To Haves

• Experience managing software renewals or customer contracts.
• Background in Customer Success, Account Management, or SaaS environments.
• Familiarity with software licensing and subscription-based business models.
• Experience working with manufacturing, engineering, or technology customers.
• Knowledge of CRM platforms such as Salesforce.

Responsibilities

• Manage software renewals from initial engagement through contract completion.
• Build trusted customer relationships and serve as a primary point of contact throughout the renewal process.
• Deliver a positive, customer-focused experience that supports retention and long-term account health.
• Identify upselling and cross-selling opportunities within existing customer accounts.
• Partner with Sales and Customer Success teams to drive account growth and customer value.
• Collaborate with Operations and Finance to ensure accurate and timely contract processing.
• Proactively engage customers to understand their goals, challenges, and future needs.
• Support customer retention initiatives and help reduce churn.
• Gather customer feedback and share insights with internal teams to improve products, services, and processes.
• Maintain accurate renewal forecasts and pipeline information.
• Assist with process improvements that enhance operational efficiency and the customer experience.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with employer match
• Paid time off
• Additional benefits designed to support employee well-being
• Potential eligibility for incentive-based bonuses or other forms of compensation
• Professional development and career advancement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level