Customer Success Representative

AboutTime

22h

About The Position

WorkMax, a Foundation Software company, was founded in 2003 by construction professionals to address the visible disconnect between owners and their mobile workforce, aiming to create a system that fostered cohesion and communication. In 2023, WorkMax was acquired by Foundation Software, the #1 provider of construction solutions, enabling them to offer customers a powerful tech stack for complete project lifecycle control. A WorkMax Client Success Representative's key priorities include corresponding with existing customers, proactively reaching out to customers at risk, and identifying improvement opportunities. They help customers understand software and training solutions, provide new product/services information, and ultimately aim to raise customer retention and ensure annual/monthly software subscription renewals. CSRs are patient, empathetic, passionately communicative, and genuinely excited to help customers. They are good listeners, can advocate for customers, and are natural problem-solvers, confident in troubleshooting, and curious when lacking information. The priority is that customers feel heard and understood after every interaction.

Requirements

• Previous SaaS software, sales or customer success experience with a software/tech company preferred.
• Demonstrate the ability to learn and advance in your technical ability.
• Strong communication skills.
• Become familiar with the WorkMax suite of products and solutions, speak accurately to these solutions with customers.
• Excellent phone communication and web presentation skills.
• Proactively communicate with customers and effectively manage time.
• Goal driven to meet customer retention.
• Prefer experience with software/SaaS technology tools. (Salesforce CRM, Zoom, Microsoft Suite, along with other technology tools we use).
• Have CRM experience and update valuable customer data within the CRM (Salesforce).

Responsibilities

• Conduct outgoing calls to existing software/SaaS customers, improve relations with customers and help them realize the maximum value the WorkMax platform has to offer their organization.
• Generate new sales opportunities from existing WorkMax customers.
• Build sustainable relationships and trust with customers through open and interactive communication.
• Provide accurate and complete information to team members by documenting key details within Salesforce CRM.
• Handle customer complaints - provide appropriate solutions and alternatives within specified time limits; follow up with customers to ensure resolutions are achieved.
• Communicate internally and externally with colleagues to provide resolution to common customer challenges.

What This Job Offers

• Education Level: No Education Listed
• Number of Employees: 1-10 employees