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Customer Success Representative

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Foundation Software

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Location:
United States , Payson

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

A WorkMax Client Success Representative corresponds with existing customers, proactively reaches out to customers that could be at risk and identifies improvement opportunities WorkMax customers may be dealing with. Help customers be aware of software and training solutions to their challenges, provide new product/services information. Ultimately, raising customer retention and ensuring customers renew their annual/monthly software subscription.

Job Responsibility:

  • 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

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)

Additional Information:

Job Posted:
April 16, 2026

Employment Type:
Fulltime
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