CrawlJobs Logo

WorkMax Customer Success Representative

foundationsoft.com Logo

Foundation Software

Location Icon

Location:
United States , Payson

Category Icon

Job Type Icon

Contract Type:
Not provided

Salary Icon

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. CSRs are genuinely excited to help customers. They're patient, empathetic, and passionately communicative. They love to talk, but more importantly love to listen and ultimately understand. Client Success Representatives have the ability to put themselves in customers' shoes and be an advocate for them when necessary. Problem-solving should come naturally to anyone in a customer facing position. They are confident at troubleshooting and naturally curious when lacking the correct information needed to resolve customer complaints. When a call has ended, the priority must be that the customer feels like they were both heard and understood by the Client Success Representative.

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, Paid Holidays

Additional Information:

Job Posted:
March 04, 2026

Employment Type:
Fulltime
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for WorkMax Customer Success Representative

Customer Success Representative

A WorkMax Client Success Representative corresponds with existing customers, pro...
Location
Location
United States , Payson
Salary
Salary:
Not provided
foundationsoft.com Logo
Foundation Software
Expiration Date
Until further notice
Flip Icon
Requirements
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)
Job Responsibility
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
  • Fulltime
Read More
Arrow Right

Workmax Implementation Specialist

The Implementation Specialist plays a pivotal role in ensuring the smooth deploy...
Location
Location
United States , Payson
Salary
Salary:
Not provided
foundationsoft.com Logo
Foundation Software
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven ability to independently manage and address complex client situations while adhering to established protocols
  • Excellent time management skills, with the ability to prioritize and handle multiple tasks efficiently
  • Strong communication and interpersonal skills, with a positive, customer-focused attitude and the ability to convey technical information in an accessible manner
  • Superior organizational skills, with a keen eye for detail and accuracy
  • Ability to maintain a high level of professionalism and empathy, even in challenging situations
  • Experience with Microsoft Word and Excel
  • working knowledge of other productivity tools (e.g., PowerPoint) is a plus
  • Strong analytical skills, with basic accounting knowledge being an advantage
  • Reliable and dependable, with proven punctuality and consistent work performance
  • A valid driver's license with a clean driving record acceptable to the company's insurance standards
Job Responsibility
Job Responsibility
  • Deliver high-quality, customized training sessions to clients both online and onsite, ensuring clients understand and maximize the use of the WorkMax software
  • Oversee the successful initial setup and implementation of clients' software, ensuring it meets their unique needs and objectives
  • Provide expert-level consulting services to both new and existing clients. Offer tailored guidance to help clients optimize their use of the product and achieve their business goals
  • Proactively identify and address client issues, questions, and concerns throughout the implementation process. Escalate critical issues to management for swift resolution
  • Foster long-term relationships with clients, ensuring their satisfaction with the software and the implementation process. Respond promptly to inquiries, offering professional and efficient support
  • Travel to client sites (up to 40% of time) to facilitate onsite meetings, training, and support
  • Prepare and present relevant content and product demonstrations during client events and webinars. Engage clients with impactful presentations, showcasing best practices and real-world examples of how to use the WorkMax software
  • Work closely with internal departments, including product and technical teams, to address and resolve any technical challenges clients may encounter during implementation
  • Maintain accurate records of client progress, issues, and communication. Ensure thorough documentation of client interactions and keep systems updated with relevant information
  • Stay up to date with the latest product features, industry trends, and best practices
What we offer
What we offer
  • Medical, Dental, Vision, 401K, PTO, Holiday Pay
  • Fulltime
Read More
Arrow Right

Workmax Implementation Specialist

The Implementation Specialist plays a pivotal role in ensuring the smooth deploy...
Location
Location
United States , Payson
Salary
Salary:
Not provided
foundationsoft.com Logo
Foundation Software
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven ability to independently manage and address complex client situations while adhering to established protocols
  • Excellent time management skills, with the ability to prioritize and handle multiple tasks efficiently
  • Strong communication and interpersonal skills, with a positive, customer-focused attitude and the ability to convey technical information in an accessible manner
  • Superior organizational skills, with a keen eye for detail and accuracy
  • Ability to maintain a high level of professionalism and empathy, even in challenging situations
  • Experience with Microsoft Word and Excel
  • working knowledge of other productivity tools (e.g., PowerPoint) is a plus
  • Strong analytical skills, with basic accounting knowledge being an advantage
  • Reliable and dependable, with proven punctuality and consistent work performance
  • A valid driver's license with a clean driving record acceptable to the company's insurance standards
Job Responsibility
Job Responsibility
  • Deliver high-quality, customized training sessions to clients both online and onsite
  • Oversee the successful initial setup and implementation of clients' software
  • Provide expert-level consulting services to both new and existing clients
  • Proactively identify and address client issues, questions, and concerns throughout the implementation process
  • Foster long-term relationships with clients, ensuring their satisfaction with the software and the implementation process
  • Travel to client sites (up to 40% of time) to facilitate onsite meetings, training, and support
  • Prepare and present relevant content and product demonstrations during client events and webinars
  • Work closely with internal departments, including product and technical teams, to address and resolve any technical challenges clients may encounter during implementation
  • Maintain accurate records of client progress, issues, and communication
  • Stay up to date with the latest product features, industry trends, and best practices
What we offer
What we offer
  • Medical, Dental, Vision, 401K, PTO, Holiday Pay
  • Fulltime
Read More
Arrow Right

Receptionist

We are looking for a detail-oriented Receptionist to join our team in Miami, Flo...
Location
Location
United States , Miami
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proficiency in using a multi-line phone system for managing calls
  • Strong customer service skills with the ability to handle inquiries professionally
  • Experience in data entry with attention to detail and accuracy
  • Ability to communicate effectively through email correspondence
  • Excellent interpersonal skills to interact with staff and visitors
  • Competence in Microsoft Excel, Outlook, and Word for administrative tasks
  • Organizational skills to manage files and maintain office order
  • Capability to schedule appointments and coordinate meetings efficiently
Job Responsibility
Job Responsibility
  • Oversee access to the office, ensuring security and proper protocols are followed
  • Manage the stocking and organization of supplies in the kitchens to maintain efficiency
  • Maintain the cleanliness and orderliness of the office environment to ensure a neat appearance
  • Handle incoming phone calls using a multi-line phone system, providing courteous and efficient service
  • Assist with scheduling appointments and coordinating meetings as needed
  • Perform accurate data entry tasks to support administrative functions
  • Organize and maintain files, ensuring easy accessibility and proper documentation
  • Communicate effectively via email to address inquiries and provide information
  • Execute various ad hoc projects and tasks as assigned to support office operations
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Psychiatrist

Astrya Global, a San Diego–based medical staffing agency, is hiring Psychiatrist...
Location
Location
United States , San Bernardino
Salary
Salary:
Not provided
astryaglobal.com Logo
Astrya Global
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Active CA licensure
  • Board certification
  • Active CA DEA
  • New graduates eligible
Job Responsibility
Job Responsibility
  • Evaluate and diagnose mental health disorders
  • Develop and implement treatment plans
  • See 15+ patients per day completing initial and follow up appointments
  • Prescribe and refill medications
  • Collaborate with up to 4 NPs as needed
What we offer
What we offer
  • Malpractice Insurance
  • Weekly pay
  • Full-service credentialing and licensing department
  • Dedicated corporate travel team with airfare, car rental and hotel booking
  • Referral Bonus up to $5,000
  • Fulltime
Read More
Arrow Right

Cook

Boston Pizza Cooks are the engine of the entire restaurant! They are responsible...
Location
Location
Canada , Campbell River
Salary
Salary:
17.85 - 22.00 CAD / Hour
bostonpizza.com Logo
Boston Pizza
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Collaborative
  • Team Player
  • Multi Tasker
  • Self-Starter
  • Detail Oriented
  • Efficient
Job Responsibility
Job Responsibility
  • Creating delicious menu items perfectly every time for every guest
  • Ensuring Guests have an excellent Boston Pizza experience from start to finish
  • Championing a fun and safe work environment
  • Contributing to a thriving workplace culture
  • Works alongside their team members
  • Builds relationships by finding common ground and working cohesively with all team members
  • Committed to championing the 'Heart of Hospitality', Boston Pizza's Brand Standards and Food Safety
  • Dedicated to providing Perfect Food Every Time to our Guests
  • Maintains composure and thrives in a fast pace environment
  • Works with a sense of purpose and always prioritize Guest’s orders
What we offer
What we offer
  • Flex scheduling, days or nights
  • A discount on Canada's best gourmet pizza
  • A company entrenched in community service with opportunities to give back
  • Staff parties, pizza recipe contests etc
  • Work as part of an amazing team
  • BPI Scholarship Awards
  • Flexible scheduling that fits your lifestyle and contributes to your life-work balance
  • Exciting opportunities for career growth within the restaurant or at Boston Pizza head office
  • Build relationships and give back to your local community
  • Boston Pizza Scholarship Program
Read More
Arrow Right

Specialist Education Support Assistant

Are you looking to get into supply or long‑term school-based support work? Are y...
Location
Location
United Kingdom , South Gloucestershire
Salary
Salary:
Not provided
affinityworkforce.com Logo
AFFINITY WORKFORCE
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Hold an Enhanced Child DBS on the Update Service (or be willing to apply through AWS)
  • Have the ability to develop, encourage and promote learning
  • Have a passion for making a positive difference to children’s lives
  • Bring experience working within a UK school environment
  • Hold a valid safeguarding certificate
  • Demonstrate strong communication skills with children, staff and parents
Job Responsibility
Job Responsibility
  • Delivering targeted interventions
  • Supporting behaviour and pastoral needs
  • Helping pupils overcome barriers to learning
  • Providing lunchtime support
What we offer
What we offer
  • Competitive daily rate
  • Opportunities to gain valuable, varied school experience
  • Access to exclusive rewards hub offering training, discounts & cashback
  • Generous referral bonus
  • Flexible work schedule
  • Temp-to-perm opportunities
  • Weekly pay
Read More
Arrow Right

Psychiatrist

Astrya Global, a San Diego–based medical staffing agency, is looking for a psych...
Location
Location
United States , San Diego
Salary
Salary:
250.00 - 260.00 USD / Hour
astryaglobal.com Logo
Astrya Global
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • M.D. or D.O. with active, unrestricted California medical license
  • Active California DEA
  • 2 years of experience preferred
  • Credentialed with Optum and PAVE preferred
Job Responsibility
Job Responsibility
  • Conduct comprehensive psychiatric evaluations including DSM-5-TR diagnostic assessments and clinical formulation
  • Develop and oversee individualized treatment plans in collaboration with patients and multidisciplinary care teams
  • Prescribe, monitor, and adjust psychotropic medications while evaluating treatment response and side effects
  • Perform risk assessments for suicidality, homicidality, and danger to self or others, and implement appropriate safety planning
  • Coordinate care with psychologists, therapists, primary care providers, case managers, and community agencies to support integrated treatment
  • Provide crisis evaluation, stabilization, and psychiatric consultation as needed
  • Facilitate referrals to appropriate levels of care including inpatient, partial hospitalization (PHP), intensive outpatient (IOP), and residential treatment programs
  • Maintain accurate and timely clinical documentation in accordance with regulatory and organizational standards
What we offer
What we offer
  • Malpractice Insurance
  • Weekly pay
  • Full-service credentialing and licensing department
  • Dedicated corporate travel team with airfare, car rental and hotel booking
  • Referral Bonus up to $5,000
  • Fulltime
Read More
Arrow Right