Job
Title:
Customer
Success
Representative
(CSR)
Location:
India -
Remote
Requirement
:
Full
Time
(Monday
to
Friday),
Client’s
Holiday
Calendar
shall
apply
Shift
:
Fixed
US
business
hours
shift
(6:30
PM –
4:30
AM
IST)
Job
Overview:
SoftClouds
LLC is looking for Customer Success Representatives for the Customer Success
department with a can-do attitude, a strong interest in learning new
technologies, a willingness to adopt best practices from the existing customer
success
team,
and
the
aptitude
and
work
ethic
to
advance
your
career.
This
is
an
individual
contributor
position
and
will
be
responsible
for
working
closely
with
the
customer
success
managers,
support
team,
development
team,
and
product
team to successfully plan and execute the
client assignments. The Customer Success Representative (CSR) role is a highly
skilled communicator and technical expert that engages with customers to
accelerate their adoption of our products & solutions that transform their
business and drive business outcomes. This role covers all aspects of program
management from establishing
report
formats,
to
tracking,
and
reporting
for
the
customer
success
engagements
with
our
client.
This
position will
be
a
primary
dedicated
concierge
support
for
our
customer
success
managers
who
will
be
owning
their
backend
tasks. Execution
experience
in
an
onsite/
offshore
model
24/7
is
a
must.
We
are
looking
for
an
aspirant
who
must
be
an
expert
in multitasking and can quickly transition from one task to the next.
This role demands a strong personality, a passion for organization, excellence
in effective communication, and a positive outlook.
Roles & Responsibilities:
• The Customer Success Representative (CSR) role is a highly skilled communicator and technical expert that engages
with customers to accelerate their adoption of our products & solutions that transform their business and drive
business outcomes.
• Relationship building: Cultivate strong relationships with our clients to foster loyalty and encourage contract
renewals. Building loyalty to ensure long-term client retention by presenting product information, addressing
customer issues and barriers to adoption and value realization. Work to ensure client renewals by proactively
engaging with them prior to contract expiration.
• Upselling and cross-selling: Identify opportunities to upsell additional features or services to existing clients.
• The perfect candidate would be knowledgeable, conversant, and tightly aligned with industry best practices related
to software modules and support processes.
• This role is responsible for guiding customers through closed-loop, issue-resolution with our products and acting
as the primary contact for a segment of our installed base clients as well as new clients. Additionally, the CSR is
responsible for delivery of targeted content and engagements intended to increase product awareness, share
industry standard methodologies, and drive overall product consumption and business value.
• Customer feedback: Gather feedback from clients to identify areas for improvement and relay this information to
the product development team.
• To bring strategic vision and tactical expertise to ensure every customer engagement is a success while also actively
participating in our Knowledge Base where CSR collaborates with their peers and customers to share standard
methodologies, issue resolution, and best practices.
• The CSR can effectively combine advanced technical knowledge with solid understanding of business priorities to
provide accelerated and focused support for our customers, pivotal to helping customers realize value faster.
• This is an exclusively virtual role, leveraging email, IM, and digital assets intended to help our customers with a
myriad of adoption challenges with our products’ offerings.
• Build out 30-60-90-day Success Plan for new customers transitioned from Solution Delivery.
• Managing product roadmap and maintaining a prioritized backlog of support tickets for enhancement and new
requests from our clients, including advancing Jira-Tickets through the CS-Board (Kanban) on a periodic basis.
Understanding the contract scope and creating/ signing Change Requests (CRs) forms, for out-of-scope works.
• Work directly with our Technical Support, development, and product teams (as necessary) to successfully escalate,
manage, and resolve Zendesk support and Jira enhancement tickets within SLA.
• Account management: Serve as the main point of contact for clients, addressing any issues or concerns they may
have. Act as a “Customer Success Concierge” assisting customers with navigation through our technical support,
training and enablement gaps and requirements.
• Performance tracking: Monitor key performance metrics such as customer satisfaction, usage metrics, and revenue
generated from accounts. Conduct monthly reporting on customers’ product/module usage (# of users, user
roles/personas) and trends, and provide it to CS Leadership.
• Training: CSR will conduct training sessions for clients to ensure they understand how to use the product/service
effectively. Subsequently, direct customers to our Learning Management System, Knowledge Base, and product
assets/artifacts and educate on use.
• Keep customers informed of upcoming products and mobile app releases ensuring no interruption of services, and
understanding of new features/benefits, while ensuring adoption.
• Operational rigor for assigned clients: Updates to Salesforce, Tableau hours tracking, CSM hours tracking,
continuous education. Solving & working on Tier 1 requests that are especially raised by the client.
• Expert in working with teams and clients across global locations and engaging via phone-VoIP and/or text-app chat
with clients and/or SoftClouds’ team members during non-office hours.
• Experience working in a staggered 24x7 IT Operations or Network Operations environment. To be flexible working
in IST Night shift (USA PST business hours shift), for up to 10 hours daily shift.
Skills & Qualifications:
•
Minimum 8 years of experience in Customer Success, Technical Support, or Customer Operations
including direct
experience managing enterprise customers for SaaS-based products and solutions
• Excellent written and verbal communication skills is essential.
• Ability to manage multiple customers and projects at any given time
• Ability to manage a diverse set of leadership stakeholders.
• Inclusive leadership and strong communication and presentation skills
• Clarity of approach and decision-making skills
• Analytical mindset and solution orientation
• Attitude for getting things done and enjoys problem-solving.
• Able to prioritize effectively. Having high visualization power
• Experience of working in Operations environment in large multi-national organizations
• High proficiency in using MS Office & collaboration tools.
• Ability to devise creative solutions for complex problems and document them clearly.
•
Experience in an Agile SCRUM or Kanban environment preferred.
• Working experience/adept in Jira, Tableau, Confluence, and Zendesk
Ideally, you’ll also have:
• Ability to function in a rapidly changing, heavily matrixed, and virtual environment.
• Ability to prioritize, drive, and adapt to change quickly in a fast-paced environment.
• Culturally sensitive and capable of handling interactions with a “global mindset”.
• Ability to interpret large amounts of data and provide clear insights based on historic and forecasted data.
• Drive innovation and transformational agenda.
Experience in a large Tier 1/2 IT, ITES, Consulting, or SaaS organization, managing multi-cultural and multi-location
teams. Mandatory SaaS background with experience managing clients and engagements for SaaS-based products
