Customer Experience Representative

PhillyTech (SaaS Talent)

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

Posted 9/22/2026full-timeRemote • Florida • United StatesJuniorMid-Level💰 $55,000 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 account management, with a strong focus on client onboarding, proactive outreach, and effective communication. Proficient in managing accounts receivable and enhancing customer experience through strategic recommendations.

Highest-signal resume keywords

Customer Support ExperienceHubSpot ProficiencyAccounts Receivable ManagementExcellent Communication SkillsProblem-Solving Ability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SupportAccount ManagementCollections OutreachOnboarding ProcessesProactive Outreach

Soft Skills

EmpathyOrganizationCritical ThinkingSound JudgmentFlexibility

Tools & Technologies

HubSpotCRM Platforms

Industry Keywords

Customer SuccessContact Center OperationsClient ExperienceEvent Management

About the role

Key responsibilities & impact

Serve as a trusted point of contact for clients via 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 coaching programs and ensure successful setup
Conduct proactive outbound outreach for onboarding, engagement, event attendance, account maintenance, and customer experience initiatives
Manage accounts receivable and payment follow-up, including pursuing outstanding balances up to approximately $10,000
Conduct direct and sensitive collections conversations
Travel domestically and internationally approximately quarterly for live events, with possible evening and weekend availability
Identify opportunities to enhance the client experience and 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, including evening/weekend availability, 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, including discussing outstanding financial obligations and following up on overdue balances
Excellent verbal and written communication skills, including engaging customers one-on-one and in live virtual group settings
Strong critical thinking, empathy, organization, and sound judgment
Ability to take ownership, solve problems independently, and determine when to resolve or escalate issues
Flexible and able to operate effectively through ambiguity in a fast-moving startup environment
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