Customer Success Representative
Location: Remote (South Africa preferred)
Compensation: $/month USD
Industry: SaaS / Educational Technology
Schedule: 40 hours per week Monday-Friday EST
About the Company
Our client is a fast-growing SaaS company revolutionizing how students connect with educational institutions through automated systems and data-driven insights. With a strong mission to simplify and enhance the college admissions journey the company is expanding rapidly and currently serves over 120 partner organizations.
Mission & Impact
As a Customer Success Representative you will be the first line of support for users and clients. You ll play a key role in onboarding engagement and retention ensuring that clients derive maximum value from the platform and have a seamless experience from day one.
Key Responsibilities
- Conduct onboarding calls with new clients to guide them through account setup and data upload processes.
- Monitor and support client data submissions proactively reaching out to resolve issues.
- Deliver outstanding customer service via Zoom email and in-platform messaging.
- Provide ongoing platform support and help clients navigate system features.
- Train users on best practices and answer technical or functional questions.
- Collaborate with the sales and product teams to improve user experience and identify upselling opportunities.
- Build and maintain long-term relationships that promote client satisfaction and platform loyalty.
Must-Have Qualifications
- Excellent verbal and written communication skills.
- Confidence running client calls and demos especially over Zoom.
- 2 years in a customer-facing role ideally in a SaaS or tech-enabled environment.
- Comfortable with CRMs digital tools and data management.
- Strong organizational skills and proactive problem-solving abilities.
Nice-to-Have
- Background in education or experience working with educational tools or platforms.
- Previous work in Customer Success Account Management or Support roles.
KPIs / Success Metrics
- High client satisfaction and engagement scores post-onboarding.
- Volume and accuracy of successful client data uploads.
- Strong client retention rates and low churn.
- Timely response and resolution rates for support requests.
Hiring Process
- Initial screening call
- Technical / situational interview
- Final team interview
Additional Details
- Reports To: Head of Customer Success
- Tools: Client to confirm preferred CRM e.g. HubSpot Salesforce Intercom
- Role Type: Contractor long-term opportunity
- Preferred Start: ASAP