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Customer Success Representative


Software Development


1. Onboarding and guiding new customers.
2. Building and maintaining strong customer relationships.
3. Providing training and education on product usage.
4. Monitoring customer account health and addressing issues.
5. Assisting with problem resolution and escalations.
6. Driving renewals and identifying upselling opportunities.
7. Gathering customer feedback for product improvement.
8. Preparing weekly and monthly reports.
9. Coordinating sales efforts with marketing programs.
10. Obtaining deposits and balance of payment from clients.
11. Preparing and submitting sales contracts for orders.

12. Maintaining client records.

13. Answering client questions about credit terms, products, prices, and availability.

14. Attending complaints and requirements.


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