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Customer Success Representative

Job in Poway, San Diego County, California, 92074, USA
Listing for: Filtrous
Full Time position
Listed on 2026-09-12
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Management, Account Manager, Client Relationship Management
  • Sales
    Customer Success Management, Account Manager, Client Relationship Management
Salary/Wage Range or Industry Benchmark: 28000 - 33000 USD Yearly USD 28000.00 33000.00 YEAR
Job Description & How to Apply Below

Customer Success Representative

Be the Voice That Keeps Our Customers Coming Back

Why This Role Matters

When a new customer signs on with Filtrous, the sale is just the beginning. The real value is built in what happens next: a smooth onboarding, proactive check-ins, and a partner who genuinely understands their lab’s needs. As our Customer Success Representative, you’ll own the post-sale relationship from onboarding through renewal and expansion. You’ll be the reason customers stay, grow, and tell their colleagues about us.

In a market where switching suppliers is easy, your work makes Filtrous the partner labs choose to keep.

What You’ll Do
  • Onboard Every New Customer for Success:
    Guide new accounts through a structured onboarding process within 30–45 days, setting clear goals and ensuring they reach value fast. You’ll facilitate seamless handoffs from Sales so momentum is never lost.
  • Own Retention and Drive Growth:
    Maintain a 90%+ retention rate across your portfolio. Lead renewal conversations, identify expansion opportunities, and proactively engage at-risk accounts before problems become cancellations.
  • Monitor Customer Health:
    Track satisfaction scores and customer health metrics weekly using CRM and CSM tools. Spot risks early, escalat when needed, and ensure every account gets the attention it deserves.
  • Turn Happy Customers into Advocates:
    Generate case studies, testimonials, and referrals from satisfied customers each quarter. Collect and relay product feedback to Sales, Marketing, and Product teams to close the loop.
  • Manage Accounts Receivable:
    Track past due customer accounts and follow up to maintain healthy cash flow. Coordinate with internal teams to resolve outstanding balances and keep customers in good standing.
  • Place Orders for Customers:
    Process orders directly when customers request assistance with their purchases. Ensure accurate order entry, confirm product details, and coordinate timing with the operations team.
  • Make Service Calls:
    Conduct proactive outbound calls to check in with customers, surface needs, resolve issues before they escalated, and uncover opportunities to deepen the relationship.
Problems You Will Solve
  • New customers stall after the sale:
    With no one owning the handoff from Sales, freshly signed labs can lose momentum during onboarding and never reach the point where the product proves its worth.
  • Accounts drift to easy alternatives:
    Because switching suppliers takes little effort and no one is steering renewals or expansion, customers can quietly lapse or move to a competitor when their contract comes up.
  • At-risk accounts spotted too late:
    Without anyone watching satisfaction and account health week to week, troubled accounts surface only after they have already decided to leave, when it is too late to save them.
  • Happy customers go untapped:
    Satisfied labs are not being turned into case studies, testimonials, or referrals, so the company loses easy proof and word-of-mouth that would win new business.
  • Overdue balances tie up cash:
    Past-due customer accounts are not being chased consistently, which locks up money the business needs and lets otherwise good customers slip out of good standing.
How Success is Measured
  • Achieve 90%+ satisfaction rating on new customer onboarding within 30–45 days
  • Maintain 90%+ retention rate across assigned accounts
  • Reduce churn in at-risk accounts by 90% through proactive engagement and issue resolution
  • Generate case studies, testimonials, or referrals from happy customers each quarter
Why You’ll Love It Here

At Filtrous, you won’t be a faceless support rep reading from a script. You’ll be a trusted advisor to real scientists and lab managers who rely on your guidance. You’ll work in a fast-paced, high-growth environment where your ideas…

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