Customer Success Representatives - Technical Intermediate

Position Description

POSITION TITLE:

Customer Success Representatives

Department

Customer Success

Region

APAC

People Leader

Director of Customer Success

Direct Reports

Duty Managers, Customer Success Managers

Key Customers

Clients, Customers, End Users, Product Development and expanded CS/Onboarding teams.

Purpose

The Customer Success Representative (CSR) plays a vital role in ensuring customers achieve success with our SaaS product by providing responsive support, proactive solutions, and delivering a seamless client experience. This role focuses on building strong relationships with customers, offering tailored guidance, and troubleshooting issues while continuously developing knowledge and skills to enhance the overall client journey. The CSR is also responsible for contributing to product adoption, helping customers meet their business goals, and staying up to date on the latest product enhancements to better serve client needs.

Key Responsibilities

• Customer Support: Respond promptly to customer inquiries, providing effective solutions, troubleshooting issues, and ensuring timely resolution of concerns.
• Customer Education: Offer ongoing training and guidance on product features, updates, and best practices to help customers maximize the value of the SaaS platform.
• Issue Escalation: Identify and escalate more complex issues to senior members of the customer success or technical teams, ensuring efficient and seamless problem resolution.
• Product Feedback: Gather and communicate customer feedback to the product development team to support continuous improvement and innovation.
• Skill Development for Improved Service: Regularly engage in professional development to enhance skills and understanding of the product. This ensures you can provide deeper insights and more advanced solutions to customers, improving their overall experience.
• Documentation & Knowledge Sharing: Maintain detailed records of customer interactions, including inquiries, resolutions, and opportunities for future engagement. Share knowledge and insights with the team to foster collective growth and improve client outcomes.
• Continuous Learning & Knowledge Development: Stay informed on the latest product updates, industry trends, and customer success best practices. Use this knowledge to improve the customer experience and provide higher-quality, strategic support.
  
  

• Proactively seek ways to enhance product knowledge and skills, applying new insights to improve customer support.
• Demonstrate empathy and patience when working with clients, focusing on their business outcomes and long-term success.
• Collaborate with internal teams to share knowledge and develop strategies that improve customer outcomes.
  
  

• First-response and resolution times on customer tickets
• Customer satisfaction (CSAT) scores and Net Promoter Score (NPS)
• Product adoption rates
• Retention rates and reduced customer churn
• Number of customer inquiries resolved at the first contact
• Quality of customer feedback and the ability to address complex inquiries
• Self-improvement through training, certifications, or internal knowledge-sharing sessions