Located in New York, NY
Are you passionate about helping customers succeed while driving growth and expanding revenue? We’re looking for a
Customer Success Representative who thrives at the intersection of relationship management and sales. In this role, you’ll be the primary point of contact for a portfolio of clients, helping them unlock the full value of our product while identifying new opportunities for upsell, renewal, and long-term retention.
This is more than support—it’s about driving client outcomes and growing revenue through strategic conversations, strong rapport, and a deep understanding of customer goals.
What You'll Do
- Own and manage a book of business, serving as the trusted advisor and point of contact for each client
- Proactively engage with customers to ensure satisfaction, product adoption, and ongoing return on investment
- Identify expansion opportunities such as upsells, add-ons, or feature upgrades, and collaborate with the sales team to close
- Lead renewal conversations with a focus on long-term value and retention
- Track customer health, usage metrics, and satisfaction scores to flag risks and intervene early
- Deliver onboarding, product training, and strategic check-ins to drive client success
- Collaborate cross-functionally with Product, Support, and Marketing to surface feedback and advocate for client needs
- Maintain accurate notes and pipeline activity in the CRM such as Salesforce or HubSpot
What We're Looking For
- Early career talent wanted: 0-3 years experience in a customer centric role
- Strong relationship-building and communication skills, comfortable speaking with decision-makers
- A consultative, value-driven mindset with an ability to spot growth opportunities
- Driven, goal-oriented, and energized by KPIs tied to retention and revenue
- Familiarity with CRM tools and customer success platforms such as Salesforce, Gainsight, or HubSpot
- Experience in SaaS, tech, or a subscription-based model is a plus
What We Offer
- Competitive base salary plus commission or performance bonuses
- Opportunities for advancement into senior customer success or account executive roles
- Comprehensive onboarding, training, and career development support
- Collaborative, fast-paced team culture with plenty of recognition
- Health benefits, paid time off, and flexibility including remote or hybrid work options
Skills: crm tools,communication,customer health tracking,hubspot,customer,upselling,revenue,consultative mindset,customer success,kpi management,product adoption,cross-functional collaboration,consultative approach,strategic conversations,renewal conversations,customer engagement,client retention,sales,training,crm,relationship management,renewal,customer satisfaction,communication skills,onboarding,salesforce,product training,customer success platforms,upsell,renewal management,saas experience,sales collaboration,goal-oriented,saas
