Support Smarsh account needs through renewal management, billing analysis, and Salesforce documentation as a Customer Success Representative serving regulated-industry clients.
This entry-level Customer Success Representative builds loyal customer relationships while promoting Smarsh solution adoption. You will track follow-up for inbound questions, resolve invoice concerns, process account changes, and escalate client needs internally. Success requires organized communication, careful documentation, and consistent attention to resolution targets.
Key Responsibilities:
- Manage renewal-related customer needs and follow-up
- Investigate contract, invoice, and billing questions
- Process downgrades, cancellations, exports, and account adjustments
- Log customer activity and discussion outcomes in Salesforce
- Partner with internal teams on escalated issues
Requirements:
- One or more years of customer success or inside sales experience
- Experience in financial or similarly regulated industries preferred
- Self-motivation under pressure while meeting goals and deadlines
- Ability to work independently and within a group
- Experience with Salesforce or equivalent CRM is a plus
Bring customer success experience, billing analysis, renewal support, and organized Salesforce management to Smarsh account service.
