We’re seeking a proactive and customer-centric Customer Success Representative (CSR) to join our growing team. As a CSR, you will be the primary contact for customers post-sale, responsible for onboarding, relationship management, and driving product adoption and satisfaction. This position offers clear career development paths in customer-facing, account management, or leadership roles. You’ll work closely with Account Managers, Product, and Support teams to ensure customers receive maximum value and support from our solutions.
Key Responsibilities
Customer Onboarding: Guide customers through product onboarding, training sessions, and initial implementation.
Relationship Management: Build long-term relationships, serving as a trusted advisor and main point of contact for assigned accounts.
Customer Health Monitoring: Track customer engagement, product usage, and satisfaction metrics to proactively spot risks and opportunities.
Issue Resolution: Respond to inquiries, troubleshoot problems, and ensure swift resolution of concerns.
Feedback Collection: Gather customer feedback, advocate for their needs internally, and contribute suggestions for product/process improvements.
Expansion & Retention: Identify upsell, cross-sell, or renewal opportunities with existing customers, collaborating with Sales or Account Managers.
Education & Enablement: Educate customers on new features, updates, and best practices through calls, webinars, and documentation.
Internal Collaboration: Work with Support, Product, and Sales teams to deliver a seamless customer experience.
Reporting: Maintain accurate notes and activity records in CRM. Track KPIs such as satisfaction, retention, and churn.
Requirements
Required Qualifications
Bachelor’s degree or equivalent experience preferred (Business, Communications, or related field).
1+ years in a customer-facing, support, or account management role.
Strong communication, troubleshooting, and time management skills.
Empathy, customer advocacy, and a proactive, solution-oriented approach.
Familiarity with CRM and support platforms.
Core Competencies
Excellent verbal and written communication
Active listening and rapport building
Persistence and resilience in handling challenges
Goal-oriented and organized multitasking
Willingness to learn, accept feedback, and improve
Self-motivation and initiative
Benefits
Career Growth & Development
Structured onboarding and training plan for the first 30/60/90 days
Clear career progression opportunities.
Regular feedback and performance reviews
Compensation & Benefits
Competitive salary and bonuses based on attainment of KPIs and customer-centric outcomes
Health, dental, and vision insurance
Paid time off and holidays
Professional development budget and access to training
Numbers & Facts
Location
Dallas, Texas
Website
http://www.intrascloudservices.com
Skills
Best Practicesunmatched
Budgetingunmatched
Career Developmentunmatched
Communication Skillsunmatched
Cross-Sellingunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Customer/Client Researchunmatched
Documentationunmatched
Identify Issuesunmatched
Leadershipunmatched
Metricsunmatched
Multitaskingunmatched
Onboardingunmatched
Organizational Skillsunmatched
Performance Metricsunmatched
Performance Reviewsunmatched
Post-Salesunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Product Documentationunmatched
Product Supportunmatched
Relationship Managementunmatched
Salesunmatched
Sales Managementunmatched
Time Managementunmatched
Up-Sellingunmatched
Webinarunmatched
Writing Skillsunmatched
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