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Customer Success Representative

United States, Strongsville · Job Posted April 24, 2026
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Job Description

The Customer Success Representative (CSR) plays a pivotal role in building and maintaining strong relationships with existing customers. Key priorities include identifying at-risk customers, proactively addressing customer challenges, and promoting new software solutions and training options to enhance their experience. The CSR will focus on increasing customer retention, identifying cross-sell opportunities and ensuring the renewal of annual or monthly software subscriptions. This role requires individuals who are patient, empathetic, and passionate communicators-skills essential for understanding customer needs and advocating on their behalf.

Job Responsibility

  • Conduct outgoing calls to existing SaaS customers, helping them maximize the value of the platform for their organization
  • Identify and generate new sales opportunities within the existing customer base
  • Foster strong, long-term relationships and build trust with customers through open and interactive communication by overseeing their experience throughout the customer lifecycle – from onboarding through adoption, expansion and beyond
  • Document and track customer interactions and key details within Salesforce CRM and other SaaS tools
  • Address customer complaints by offering solutions and alternatives, following up to ensure satisfactory resolution
  • Work closely with customers at risk of cancellation or downgrade, identifying their needs and providing tailored solutions to enhance satisfaction and maintain their business
  • Collaborate with internal teams to resolve recurring customer issues and enhance the overall customer experience

Requirements

  • Prior experience in SaaS software, sales, or customer success within a tech company is preferred
  • Strong ability to learn new technical skills and adapt to evolving tools and processes
  • Excellent organizational skills, with the ability to manage multiple client issues simultaneously
  • Strong communication skills, both verbal and written, with an ability to engage and effectively resolve customer concerns
  • Ability to work independently, efficiently completing tasks with minimal supervision
  • Flexibility to adapt to changing job tasks and new programs/procedures
  • Familiarity with the company's suite of products and solutions, and the ability to communicate these solutions accurately to customers
  • Strong phone communication and web presentation skills
  • Proactive communication with customers and effective time management skills
  • Goal-driven, with a focus on achieving customer retention goals
  • Experience with SaaS tools, including Salesforce CRM, Zoom, and Microsoft Suite, is preferred
  • Experience with CRM systems and ensuring accurate, up-to-date customer data management within Salesforce

What we offer

  • Manicures and pedicures in the office
  • Massages
  • House cleaning
  • Laundry service
  • Monthly car washes
  • Catered lunches Wednesdays
  • Monthly happy hour
  • Top-notch workout facility
  • Fitness classes
  • Free personal training
  • Game room with table tennis, foosball, and video game systems
  • Full kitchen
  • Free coffee and specialty flavors
  • Soft drinks
  • Snacks
  • Tickets to Cleveland sporting events
  • Lunch and learns
  • Employee-appreciation events
  • Paid vacation
  • Paid holidays
  • 401(k) with match
  • Tuition reimbursement
  • Medical insurance
  • Eye insurance
  • Dental insurance
  • Discounts on pet, home, and auto insurance through Liberty Mutual

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