Customer Success Representative
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Job Description
Experienced Customer Success Representative managing customer communications and ensuring smooth coordination with bookkeeping and tax operations at Uplinq.
Responsibilities:
- Handle customer inquiries via phone, email, Zoom, and support tickets
- Communicate bookkeeping and tax status updates clearly and accurately
- Identify and request required documents or information from customers
- Maintain accurate records and workflows in HubSpot and internal systems
- Support customers within our proprietary SaaS platform
- Collaborate closely with internal operations teams to resolve issues efficiently
Requirements:
- 3+ years of SaaS customer support or customer success experience
- Working knowledge of bookkeeping and small business financial workflows
- Expert-level proficiency with HubSpot, Zoom, and Google Workspace
- Ability to quickly learn proprietary software
- Excellent written and verbal communication skills
- Highly organized with strong attention to detail
Benefits:
- Competitive pay
- Health, dental, vision
- 401(k)
- Life insurance
- Remote-first and flexible work culture
- Clear path for career growth
- Modern tech stack and automation-first mindset
- Supportive, collaborative team
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