Customer Success Associate

New

Skills

Account Management Contract Negotiation Customer Success Customer Support Data Analysis Multi-tasking Planhat Sales Development Salesforce Zendesk

The Sr. Customer Success Associate will manage a high volume of SMB customers using effective 'one-to-many' communication and tech-touch workflows. This role involves proactive monitoring of customer health scores in Planhat and providing targeted guidance when issues arise.

Key Responsibilities
  • Act as the first line of defense for incoming customer inquiries via Zendesk, ensuring timely resolutions.
  • Manage the end-to-end renewal process for your portfolio, including contract negotiations and administrative processing.
  • Serve as a 'Risk Cloud' expert, assisting customers in navigating the platform and relaying feedback to the Product team.
  • Collaborate with Sales to identify expansion opportunities and work with Support to escalate technical bugs.
  • Communicate customer feedback to the Product team effectively.
Requirements & Qualifications
  • 2+ years of experience in Customer Support, Customer Success, Sales Development, or Account Management roles.
  • Tech savvy with experience or a strong desire to master Planhat, Zendesk, or Salesforce.
  • Exceptional multi-tasking skills, with the ability to handle a high volume of emails and tickets.
  • Commercial mindset comfortable discussing contracts and renewals.
  • Clear communicator capable of explaining complex GRC concepts in a simple, friendly manner.
  • Curiosity and drive to understand customer health data and help users find value in SaaS products.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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