Customer Success Representative

National Checking Company • Saint Paul, MN

2d • Hybrid

About The Position

The Customer Success Representative (CSR) provides a high-quality customer experience by accurately processing orders and supporting customer inquiries. This role focuses on learning NCCO systems, processes, and product offerings while executing core tasks with guidance to ensure timely and accurate order fulfillment. The primary focus is to execute with accuracy, operating in a task-based scope with guidance, and impacting team efficiency and foundational customer experience.

Requirements

• High school diploma or equivalent required
• Proficient in Microsoft Word and Excel
• Learns systems, processes, and product knowledge quickly
• Follows established processes with consistency
• Seeks guidance when needed and applies feedback effectively
• Maintains focus on accuracy and task completion
• Builds confidence in communication and customer interaction

Nice To Haves

• Associate or bachelor’s degree preferred
• Course of study in Accounting, Supply Chain, or Business Management strongly preferred
• Passion for delivering high-quality service and exceeding expectations
• Positive, dependable, and self-motivated
• Adaptable and able to manage changing priorities
• Strong attention to detail with consistent follow-through
• Effective verbal and written communication skills
• Exercises sound judgment and decision-making
• Responsive and collaborative with internal partners and customers
• Demonstrates integrity and accountability
• Eager to learn and adopt new tools and technologies

Responsibilities

• Receive, validate, and process customer orders accurately
• Ensure compliance with pricing, terms, and required documentation
• Provide order updates, tracking, and proactive communication to customers
• Monitor open orders and identify potential risks or delays
• Collaborate cross-functionally with Sales, Operations, Shipping, and Accounting
• Resolve customer inquiries and support issue resolution
• Maintain accurate records and documentation
• Support onboarding and account setup activities
• Contribute to a positive customer experience and team environment

Benefits

• Health Insurance (medical, dental, vision)
• Life Insurance
• Disability Insurance
• 401(k) with employer match
• Paid Time Off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees