Client Success Agent
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Success Agent at SD Solutions acting as a primary contact for clients, managing support tickets and ensuring effective customer experience with the product.
Responsibilities:
- Act as a primary point of contact for our clients and gift recipients
- Manage support tickets
- Join short client calls or demos to troubleshoot issues
- Help resolve problems, guide users through key features, and deliver concise demos and walkthroughs
- Respond to and manage inbound client and recipient support tickets in a timely and professional manner
- Troubleshoot issues, provide clear solutions, and escalate when necessary
- Maintain high responsiveness and follow-through until resolution
- Lead brief calls with clients to address questions, resolve issues, and provide ongoing support
- Act as a trusted point of contact for assigned accounts
- Ensure clients feel supported and confident using the product
- Guide users through features and workflows based on their needs
- Tailor walkthroughs to different use cases and levels of experience
- Gather customer feedback and share insights with internal teams
- Identify common issues or trends and help improve processes
- Contribute to a positive, customer-first experience
- Work closely with Product to resolve issues
- Communicate customer needs and recurring challenges
Requirements:
- At least 2 years previous experience in customer support, customer success, or account management
- Experience working in a high-volume ticketing environment a plus
- Strong communication skills, both written and verbal
- Comfortable leading calls and presenting to clients
- Problem-solving mindset with attention to detail
- Ability to manage multiple conversations and priorities simultaneously
- Engaging, customer-first personality
- Ability to stay calm and effective under pressure
- Strong time management and organizational skills
- Ability to quickly learn and explain technical concepts to non-technical users
- Proactive mindset with the ability to anticipate client needs
- Strong follow-up and ownership mentality - doesn’t let tasks slip through the cracks
- Experience and a preference for working remotely
- Flexibility to adapt to changing priorities in a fast-paced environment
- Data-driven approach to tracking customer issues and improving processes
- Ability to identify patterns in customer feedback and suggest improvements.
Benefits:
- Contact us to get more details about the benefits we offer.
Similar Jobs
Analista de Customer Success – Farmer
Customer Success Analyst responsible for client relationship management and retention, focusing on improving customer experience in a digital growth company.
Area VP, Customer Success
Area VP for Customer Success leading a high-performing customer success team across the Americas with a focus on cybersecurity. Building strategies to drive customer retention and expansion.
Enterprise Customer Success Manager, CSM
Enterprise Customer Success Manager responsible for driving customer satisfaction and growth at Kodex. Managing a portfolio of high-impact clients in a fully remote role aligned with Eastern Time (EST).
IT Customer Success Manager, UK, English-speaking
IT Customer Success Manager responsible for customer onboarding and relationship management in UK and English-speaking regions. Manage customer projects and support customer success in a SaaS company.
Client Success Manager
Client Success Manager nurturing banking partnerships and enhancing client experience at Brink's. Drive referrals and support client onboarding in a remote work environment.
Head of Customer Engagement
Lead Customer Engagement strategy for Cigna Healthcare's International Health, shaping connections with customers and driving value through data-driven marketing. Manage a distributed team across the UK and Europe.
VP of Client Success – Growth
VP of Client Success & Growth at Ruvixx, a growth partner for brands. Lead enterprise account strategies while working fully remote during US business hours.
Customer Success Manager
Customer Success Manager supporting non-digital incentives programs for CPG and Retail marketers at Neptune Retail Solutions. Collaborating closely with clients, agencies, and internal teams to ensure project success.
Client Success Advisor
Client Success Advisor overseeing client relationships and account growth for managed WordPress services. Requires strong WordPress knowledge and client management experience.
Partner Success Director – Commerce Media
Partner Success Director at Fluent, Inc. managing partnerships and driving growth in commerce media.
Strategic Customer Success Manager
Strategic Customer Success Manager responsible for managing enterprise clients' product adoption and health at Ashby. Focused on enhancing customer experience within the hiring workflows.
CRM Functional Manager
Microsoft Dynamics 365 CRM Functional Manager leading functional design and implementation of CRM solutions at EY. Shaping client engagement and team development across diverse projects in a growing global environment.
Customer Success Manager
Client Success Manager supporting high value clients in property coaching and helping them stay engaged and accountable. Working remotely for an innovative AI-driven property education company.
Customer Success Manager
Customer Success Manager for NikoHealth managing mid-market accounts and driving customer satisfaction. Building relationships and analyzing data to optimize platform usage in a SaaS environment.
Senior Director, Customer Success
Senior Director of Customer Success leading a Customer Success organization at Modern Campus. Driving product adoption, customer outcomes, and overall customer health across higher education clients.
Customer Success Manager
Customer Success Manager at Bonusly handling customer growth and retention for a portfolio of ~250 accounts. Project managing launches and designing engagement strategies while acting as a champion for users.
Director of Customer Success
Director of Customer Success leading Customer Success teams for EverCommerce's SaaS platforms. Overseeing renewals, product adoption, and onboarding customer success initiatives across multiple products.
Customer Success Manager
Customer Success Manager in HR tech company supporting enterprise clients through relationship building and platform adoption. Leading customer engagement to drive satisfaction and growth.
Senior Customer Success Operations Manager
Senior Customer Success Operations Manager at MagicSchool optimizing the CS analytical systems and leading cross-functional projects for better retention.
Director of Partner Success
Account Manager for Partner Success at ReUp Education, managing higher ed partnerships and driving strategic results. Building relationships and ensuring partner satisfaction in the ed tech sector.