Job Description

About the Role:

We are looking for a dynamic Customer Success Representative to manage inbound calls, conduct lead intakes, provide consultations, and use HubSpot to improve customer relationships. This hybrid role (1-2 days remote) is based in Skokie, IL.

Responsibilities:

• Handle inbound calls, assisting customers with inquiries and support.
• Conduct lead intakes and gather information on prospective clients.
• Provide consultations, address concerns, and offer tailored solutions.
• Utilize HubSpot for customer interactions, lead tracking, and record-keeping.
• Collaborate with teams for seamless customer experiences.
• Identify opportunities for customer satisfaction and retention improvements.
• Assist in developing and implementing customer success strategies.
• Provide regular reports on customer interactions and feedback.

Preferred Qualifications:

• Bachelor's degree preferred.
• Experience in sales, account management, or customer success.
• Proficient in Google Suite and HubSpot.
• Strong communication, organizational, and time-management skills.
• SaaS or tech industry experience a plus.
• Knowledge of crypto or legal sectors is a bonus.
• Eagerness to learn and grow.

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