ProfitSolv is a SaaS business services provider for the legal and accounting industry. We are looking for a Customer Success Associate to join our growing team!

As a Customer Success Associate, you will be responsible for building and maintaining customer relationships, driving revenue renewals, churn reduction, upselling and cross-selling of add on products to include payments. 

What we provide:
  • Opportunity to Invest in Your Future. We offer a 401K match.
  • Paid Time Off. Enjoy paid time off and paid holidays.
  • Great Coverage. Take advantage of health, dental, and vision HSA and FSA policies.
  • A Great Team. Collaborate with smart, curious, hardworking individuals.
  • Performance Compensation. Be rewarded for your hard work with performance-based merits and commission.  
  • Hybrid Work. Want to work from home occasionally? No problem!

As a Customer Success Associate, you will:
 
  • Act as an advocate between clients and the company.
  • Identify a need for upselling and cross-selling payments or other add on products.  
  • Contact and follow up with customers to meet revenue renewal objectives.  
  • Enter information into customer success tools and databases.  
  • Implement projects, procedures and customer touchpoints to ensure overall customer satisfaction.
  • Analyze the customer lifecycle and journey; including touch points, early signals of at-risk renewals, email outreach, and opportunities for upsell of existing or cross sell products. 
  • Complete other duties as assigned.
This position follows established policies and procedures to keep confidential information secure. 

A great fit for this position has:
 
  • Proven ability to cultivate positive, long lasting, working relationships with customers and coworkers.
  • Strong communication skills and a high level of professionalism. 
  • Demonstrated understanding of customer service tools and processes. 
  • Experience working with customer databases and CRMs, preferred. 
  • Experience working with a customer success platform, preferred
  • Strong verbal communication skills, and good voice quality and tone.  
 
Additional Desired Qualifications:
 
  • Strong initiative and sound decision-making ability
  • Ability to sit prolonged periods at a desk, working on a computer.
  • Must be able to lift up to 15 pounds at times.
  • Ability to travel occasionally as needed.

Disclaimer: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications, which may be changed with or without notice, and required of employees who are assigned to this job to perform.

Our commitment to you:

At ProfitSolv, we are committed to being a diverse and inclusive workplace as an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. We embrace a diverse group of backgrounds and experiences to connect with clients, solve problems and innovate.

This is a full time position

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