The team at Tradify Limited, a leading software company, is seeking a highly motivated and customer-focused individual to join them as a Customer Success Representative. In this position, you will ensure the success and satisfaction of Tradify's customers in the ANZ region.
The Senior Customer Success Representative plays a vital role in partnering with both new and existing customers to help them maximize their business potential using Tradify. You will take the lead in identifying and championing best practices for our clientele, while also enhancing our Customer Success processes to ensure an outstanding experience for all Tradify users.
In this position, you will be a go-to resource for your teammates, handling escalations and being at the forefront of implementing innovative initiatives.
Specific Duties & Responsibilities
- Manage and resolve tier-two escalations
- Support the onboarding process for new Customer Success team members
- Engage in and facilitate peer-to-peer coaching sessions, sharing your expertise with teammates
- Collaborate with larger, high-value clients who have unique needs to enhance the value they receive from Tradify
- Assist Customer Managers with various tasks and be prepared to take on added responsibilities during their absence
- Coordinate with Support Managers and engineering teams to stay informed about SUPE tickets, bugs, and other incidents, and communicate relevant updates to the team
- Contribute to refining our onboarding process and implementing technology and techniques to ensure premier customer onboarding and training, ultimately improving early-stage usage and reducing churn rates
- Collaborate closely with the Customer Success teams and representatives from other regions to ensure we are aligned in our operations and sensitive to regional differences
- Act as a champion for our customers, working with internal teams to relay product recommendations and insights
- Reach out to customers via phone, email, and text after they upgrade to a paid account to ensure they are fully set up and knowledgeable about the system
- Deliver engaging online webinars, training sessions, and demos to equip customers with confidence in the technology while highlighting best practices and new features
- Maintain accurate and timely records of customer data and your activities within our systems
- Stay informed about the latest Customer Success strategies and tools to enhance our processes
- Promptly respond to inbound customer inquiries via helpdesk, email, and phone from paying customers
- Participate in retention and post-90-day engagement initiatives, occasionally leading A/B tests and investigating churn
- Work in close collaboration with senior sales team members and leaders to enhance handover processes