Customer Success Representative
Uplinq
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $70,000 - $75,000 per year
About the role
- Handle customer inquiries via phone, email, Zoom, and support tickets
- Communicate bookkeeping and tax status updates clearly and accurately
- Identify and request required documents or information from customers
- Maintain accurate records and workflows in HubSpot and internal systems
- Support customers within our proprietary SaaS platform
- Collaborate closely with internal operations teams to resolve issues efficiently
Requirements
- 3+ years of SaaS customer support or customer success experience
- Working knowledge of bookkeeping and small business financial workflows
- Expert-level proficiency with HubSpot, Zoom, and Google Workspace
- Ability to quickly learn proprietary software
- Excellent written and verbal communication skills
- Highly organized with strong attention to detail
Benefits
- Competitive pay
- Health, dental, vision
- 401(k)
- Life insurance
- Remote-first and flexible work culture
- Clear path for career growth
- Modern tech stack and automation-first mindset
- Supportive, collaborative team
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SaaS customer supportcustomer successbookkeepingfinancial workflowsproprietary software
Soft skills
written communicationverbal communicationorganizational skillsattention to detail