Customer Success Representative

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Job Responsibilities:

The CSR team assists the business development team through various strategic CRM, market research, lead generation, and account management functions.

The following is a non-exhaustive list of responsibilities and areas of ownership of;

• Responsible for prospecting, qualifying and generating new sales leads to support the Sales Team through various channels
• Actively support our global business development
• Provides key marketing research and identified new business development opportunities
• Manage data for new and prospective clients in Salesforce.com (CRM)
• Developed & manage client engagement strategies
• Assist implementing strategic approaches towards new key accounts/clients
• Creating monthly reports on all sales created through CSR's efforts

What this looks like:

• Identify key buyers through multiple lead gen channels (LinkedIn, Salesforce, Google) based off the requirements provided by the regional sales managers
• Effectively manage large amounts of incoming calls
• Identify and assess customer’s requirements and facilitate appropriately
• Build sustainable relationships with clients and the BDM
• Provide accurate, valid and complete information by using the right methods/tools
• Meet personal/team targets and call handling quotas
• Keep records of customer interactions, process customer accounts and file documents
• Follow communication procedures, guidelines and policies
• Respond to all client queries
• Review or make changes to customer accounts
• Record details of customer contacts and actions taken
• Review and select standard responses for answers or solutions
• Escalate queries or quotes when needed
• Identify new prospects within current clients
• Clean/Update up old data within the CRM

Additional Job Details:

REQUIREMENTS

• 2-4 years of sales and/or account management experience
• Bachelor’s Degree required

KEY COMPETENCIES REQUIRED FOR THIS ROLE

• Microsoft Office
• Salesforce experience
• Results oriented