Customer Success Representative WorkMax Payson, UT

Key Priorities of a Client Success Representative

Engage existing customers, proactively identify and mitigate risks, and ensure high retention rates through effective communication and support.

• Conduct outbound calls to existing SaaS customers, improving relationships and helping them realize maximum value from the Work Max platform.
• Generate new sales opportunities from existing Work Max customers.
• Build sustainable relationships and trust with customers through open and interactive communication.
• Provide accurate and complete information to team members by documenting key details within Salesforce CRM.
• Handle customer complaints, providing appropriate solutions and alternatives within specified time limits and follow‑up to ensure resolution.
• Communicate internally and externally with colleagues to resolve common customer challenges.

• Previous SaaS software, sales, or customer success experience with a software/tech company preferred.
• Demonstrated ability to learn and advance technical skills.
• Strong communication skills, excellent phone communication, and web presentation skills.
• Proactive communication with customers and effective time management.
• Goal‑driven to meet customer retention objectives.
• Experience with software/SaaS technology tools such as Salesforce CRM, Zoom, and Microsoft Suite.
• CRM experience and ability to update customer data within Salesforce.