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PhillyTech (SaaS Talent)

Customer Experience Representative

PhillyTech (SaaS Talent)

. Serve as a trusted point of contact for clients across phone, email, SMS, HubSpot, webinars, and in-person events .

Posted 9/21/2026full-timeRemote • Florida • United StatesJuniorMid-Level💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer support and success, with a strong focus on client onboarding, account management, and proactive engagement strategies. Proficient in utilizing HubSpot for maintaining client records and enhancing customer processes.

Highest-signal resume keywords
Customer Support ExperienceHubSpot ProficiencyClient Onboarding LeadershipAccounts Receivable ManagementExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer SupportAccount ManagementOnboardingCollections OutreachProactive OutreachEvent CoordinationCRM Proficiency
Soft Skills
Critical ThinkingEmpathyOrganizationProblem SolvingFlexibility
Tools & Technologies
HubSpotWebinarsSMS CommunicationEmail CommunicationPhone Communication
Industry Keywords
Customer SuccessContact Center OperationsHigh Touch Customer Facing RoleClient Experience Enhancement

About the role

Key responsibilities & impact
  • Serve as a trusted point of contact for clients across phone, email, SMS, HubSpot, webinars, and in-person events
  • Own customer questions and issues from initial contact through resolution
  • Lead one-on-one and live virtual webinar client onboarding experiences
  • Guide clients through onboarding for the company’s coaching programs
  • Answer questions and ensure clients are set up for a successful experience
  • Conduct proactive outbound outreach for onboarding, engagement, event attendance, account maintenance, and other customer experience initiatives
  • Manage accounts receivable and payment follow-up
  • Pursue outstanding balances up to approximately $10,000 and conduct sensitive collections conversations
  • Travel quarterly domestically and internationally for live events, potentially including evenings and weekends
  • Identify opportunities to enhance the client experience
  • Coordinate with internal teams
  • Maintain accurate HubSpot records
  • Recommend improvements to customer processes, tools, and communications

Requirements

What you’ll need
  • 2-4+ years of relevant experience in Customer Support, Customer Service, Customer Success, Contact Center Operations, Account Management, or similar high touch customer facing role
  • Must be willing and able to travel domestically and internationally approximately quarterly for live events
  • Evening/weekend availability for live events
  • Ability to work long 8-10 hour event days and extended time on your feet
  • Comfortable spending significant time on the phone, including proactive outbound calling, repeated follow-up, and sensitive or challenging conversations
  • Comfortable with direct accounts receivable and collections outreach
  • Excellent verbal and written communication skills
  • Confidence engaging customers one-on-one and in live virtual group settings, including webinars and onboarding sessions
  • Strong critical thinking, empathy, organization, and sound judgment
  • Ability to take ownership, solve problems independently, and determine when to resolve or escalate issues
  • Resourceful and comfortable working in a fast-moving startup environment
  • Flexibility to operate effectively through ambiguity and changing priorities, processes, systems, and working hours
  • Experience with HubSpot or similar CRM/customer support platforms

Benefits

Comp & perks
  • Multiple medical insurance options
  • Employer contribution toward medical insurance premiums
  • Dental and vision insurance options
  • Supplemental life insurance
  • Voluntary short-term and long-term disability insurance
  • 15 days of PTO annually
  • 7 paid company holidays
  • Access to company-certified coaches and personal development opportunities
  • Opportunities to attend company live events
  • Travel and leisure membership benefits
  • Remote work