Customer Success Representative

Smarsh

. Build customer relationships and promote product adoption .

Posted 10/21/2026full-timeRemote • Costa RicaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, promoting product adoption, and resolving client issues effectively. Proficient in analyzing contracts and billing issues while utilizing Salesforce for tracking customer interactions and outcomes.

Highest-signal resume keywords

Customer Success ExperienceSalesforce ProficiencyExcellent Communication SkillsProblem-Solving AbilitiesTime Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Relationship ManagementContract AnalysisBilling Issue ResolutionProduct Adoption PromotionRenewal Management

Soft Skills

Self-MotivationStrong Listening SkillsInfluencing SkillsTeam CollaborationResults-Driven Attitude

Tools & Technologies

SalesforceCRM Solutions

Industry Keywords

Financial IndustryHighly Regulated 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 and 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 accurately log customer discussion outcomes in Salesforce
Process customer account and billing adjustments
Meet or exceed time-to-resolution targets
Partner with internal teams to resolve escalated issues and meet client needs

Requirements

What you’ll need

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

Benefits

Comp & perks

Full-time employment
Remote work from Costa Rica
Opportunities for professional development
Diverse and inclusive culture
Collaboration-focused work environment
Access to latest AI/ML technology
Smarsh leadership, culture, and commitment to developing people recognized with Comparably.com Best Places to Work Awards