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Customer Success Representative

United States, Payson · Job Posted July 13, 2026
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Job Description

WorkMax A Foundation Software company, is the brainchild of construction professionals who saw the very visible disconnect between owners and their mobile workforce. The creators recognized the need for a system that induced cohesion and fostered communication within a construction company. This became the driving force behind our founding in 2003. In 2023, we experienced one of our greatest shifts yet - we were acquired by the #1 provider of construction solutions, Foundation Software. Foundation's proven industry expertise combined with our mobile solution has allowed us to offer customers a powerful tech stack that gives them complete control over their entire project lifecycle.

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)

What we offer

  • Medical
  • Dental
  • Vision
  • 401K
  • PTO

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