Customer Success Representative (CSR)

Summary

The Customer Success Representative (CSR) position, is responsible for driving their prospective Solution Specialist (Outside Sales Person), and assisting in lead management and follow-up to successfully closing deals in the shortest time possible. The CSR will oversee multiple opportunities simultaneously and is responsible for initiating and maintaining the ultimate service experience for our customers, and assisting their team in converting leads into sales. This includes receiving the initial customer inquiry, scheduling leads, processing multiple tasks to increase the Solution Specialists’ opportunity to close the sale, following up on leads and logging customer communications in the CRM (Customer Resource Management system).

Essential Job Duties

• Work alongside the Customer Success Team to create the best environment to close as many deals as possible with integrity.
• Process incoming calls through the RainTech Lead Intake System.
• Perform daily tasks for jobs utilizing the companies CRM.
• Communicate with customers via email, text and phone.
• Help the customer get what they deserve, “The Very Best”.
• Prepare internal and external corporate documents for the team members.
• Uphold a strict level of confidentiality and integrity.
• Schedule appointments between the customer and Solution Specialist.
• Maintain their Solution Specialist’s google calendar.
• Update companies CRM daily based on communication with customers and the Customer Success Team.
• Support Solution Specialists with requests/needs while they are in the field.
• Coordinate virtual sales with customers not wishing to have an “in home” appointment.
• Attend company events, fairs and trade shows as assigned.
• Represent RainTech in a professional and courteous manner at all times.
• All other duties as assigned.

Qualities, Characteristics & Aptitude

• Loves challenging activity.
• Works well with others.
• Able to interface with all levels within the organization.
• Able to identify DISC personality traits.
• Able to communicate with all DISC personality traits.
• High degree of confidentiality, integrity, and honesty.
• Excellent customer service skills, finding proper ways to clearly communicate and connect with customers.
• Detail-oriented.
• Able to follow systems, procedures and daily agenda as instructed by the supervisor.
• Excellent phone communication skills.
• Able to keep track of leads and great follow-up skills.
• Self-starter: goal-oriented, cooperative, and problem solver.
• Understand that customer satisfaction is the #1 priority.
• Strong work ethic and focused on getting things done the first time.

Top 5 Goals

• Close a minimum of 60% of all leads
• Complete all tasks for leads in CRM daily.
• Ensure the Outside Sales has a full schedule each day.
• Ensure all contract parts are completed and received from customers prior to transitioning them to production.
• Return all missed calls by the end of the business day.

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)

Ability to Relocate:

• Bixby, OK 74008: Relocate before starting work (Required)

Work Location: In person

Salary : $18 - $22