Customer Success Representative

Smarsh

. Build customer relationships and promote product adoption .

Posted 10/5/2026full-timeRemote • United StatesJunior💰 $27 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship management and problem-solving capabilities, with a focus on promoting product adoption and resolving client issues efficiently. Proficient in analyzing customer contracts and billing issues while meeting time-to-resolution targets.

Highest-signal resume keywords

Customer Service ExperienceSalesforce ProficiencyProblem-Solving SkillsExcellent Communication SkillsTime Management 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 Relationship ManagementContract AnalysisBilling Issue ResolutionInvoice ProcessingRenewal Management

Soft Skills

Self-MotivationInfluencing SkillsTeam CollaborationTenacityOrganization Skills

Tools & Technologies

SalesforceCRM Solutions

Industry Keywords

Financial IndustryRegulated IndustryCustomer SuccessInside Sales

About the role

Key responsibilities & impact

Build customer relationships and promote product adoption
Address customer issues and promote the value of Smarsh solutions
Manage renewals
Escalate client needs internally
Track follow-up for inbound client questions
Resolve invoice questions or changes
Process downgrades, cancellations, and export requests
Respond promptly to inbound customer calls
Resolve service problems by clarifying complaints, determining causes, and explaining solutions
Analyze customer contracts, invoices, and billing issues to identify necessary actions
Track activity and log customer discussion outcomes in Salesforce
Process customer account or billing adjustments
Meet or exceed time-to-resolution targets
Partner with internal teams to resolve escalated client issues

Requirements

What you’ll need

1+ years’ experience with customer service, customer success, or inside sales preferably for the financial industry or similar highly regulated industry
Self-motivation with a proven ability to perform well under pressure to meet goals and deadlines
Excellent communication, listening, influencing, and training skills
High-reaching, tenacious and results driven
Validated ability to work both independently and in a group environment
Excellent organization, documentation, and time management skills
Experience using Salesforce or equivalent CRM solution is a plus