Customer Success Advocate

JOB SUMMARY

We are seeking an energetic team member committed to building client relationships and ensuring our clients continue to receive exceptional service. If you have excellent written and spoken communication skills, are detail-oriented, and are looking for a new opportunity, then this position may be for you!

MAJOR TASKS & RESPONSIBILITIES

We need someone amazing to become our Customer Success Advocate who will be responsible for:

• Answering and making phone calls to our clients about service deliverables and getting new users onboard.
• Ensure all client-facing emails are answered within 30 minutes
• Coordinating CDM projects to ensure they are completed to meet or exceed client expectations
• Assist with post billing analysis
• Perform research on actual totals vs projections
• Ensuring client facing activity is logged into Hubspot by all Hey DAN parties
• Identify potential service concerns (i.e. monitoring the backlog tracker and watching for customer emails) and working with the team to address those concerns
• Overseeing client-facing App support including password resets, escalating tech issues and seeing that each item is resolved in an appropriate time frame
• Completing and/or managing administrative tasks including greeting cards, billing and promotional items
• Joining client meetings and providing summaries including action items
• Identifying new business opportunities
• Doing whatever it takes to get the job done

REQUIREMENTS

• Excellent command of the English language
• Enjoys technology and problem-solving
• Impeccable organization skills and orientation to details
• Concise and persuasive writing
• A great ability to work with a team
• Motivational skills
• A definite plus if strongly oriented to sales

Additional Notes:

AI tools may be used to screen applications for minimum qualifications and relevant experience. While these tools help us stay efficient, humans make the final hiring decisions. Your personal data is processed in accordance with data privacy laws, and will not be used to train any AI models.

Find out more about Civicom Pacific at www.civi.com and our Feathers Project at www.feathersproject.org.