iDeals

Customer Success Associate

iDeals

full-time

Posted on:

Location Type: Remote

Location: Illinois • Massachusetts • United States

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About the role

  • Participating in pre-sales demo calls to assist Field Sales in product-related overview
  • Assist Field Sales team with product-related management, including project launch
  • Assist Field Sales team with initiating and maintaining initial deal and contract flow
  • Manage the relationship of Field Sales clients along with a portfolio of Premier clients
  • Conducting kick-off (onboarding) trainings for new and existing clients
  • Renewing and upgrading subscriptions of clients according to customer's current need, assisting existing customers with new contracts
  • Providing clients with supporting documentation, materials and proposals to assist clients with contract renewal
  • Supporting clients through email/phone/Zoom when client has a question or a concern
  • Assisting clients with product and billing-related issues
  • Conducting exit interviews with churned clients, interviewing NPS detractors
  • Securing satisfied client reviews and testimonials
  • Assisting the CSM team with miscellaneous client-related activities

Requirements

  • Minimum of 2 years of work experience as a Customer Success or Account Manager, or a Customer Support role
  • Customer-driven personality with empathetic and emotional intelligence skills
  • Excellent communication, interpersonal, and presentation skills
  • Strong relationship-building skills and the ability to adapt to a client’s communication style
  • Analytical skills and attention to detail
  • Passion for international cooperation and professional development
  • Readiness and enthusiasm to take on additional tasks when necessary, along with a responsible and proactive work ethic
  • Entrepreneurial in nature with a proactive approach
  • Native-level proficiency in English
  • Nice to have: SaaS, financial, fintech, or information security industry background
Benefits
  • Remote-first flexibility to shape your ideal workday
  • Home workplace budget
  • Co-working expense coverage
  • Individual IT budget for extra equipment
  • Top-tier tech and AI-powered tools
  • Access to Ideals Academy with numerous courses
  • Investment in external learning and development activities
  • Guidance in Personal Development Plan creation
  • Professional literature and subscriptions coverage
  • Support of your passion as a speaker or writer
  • Internal talent mobility opportunities
  • 100% employer-paid health insurance for US employees with a 401(k) match program
  • Mental health activities reimbursement
  • Funding for sports competitions
  • 20 business days of annual leave
  • Paid health-related time off
  • Team-building offline and online events
  • Budget for meetups with your local team
  • Generous internal referral program
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
customer-driven personalityempathyemotional intelligencecommunication skillsinterpersonal skillspresentation skillsrelationship-building skillsanalytical skillsattention to detailproactive work ethic