Customer Success Representative Resume Samples

The Customer Success Representative is responsible for ensuring customer satisfaction and building customer loyalty by providing outstanding customer service. The individual in this job role will be involved in developing relationships with customers and identifying customer needs. A well-drafted Customer Success Representative Resume mentions the following core duties and responsibilities – responding to customer inquiries, providing solutions for customer problems, proactively reaching out to the customer to provide updates, troubleshooting problems, providing customer support, and educating customers on the product.

Skills needed to ensure success in this role include – customer service skills, problem-solving and technical knowledge, excellent communication and interpersonal skills, and the ability to quickly develop relationships with customers. The ideal candidate should possess a high school diploma, although a college degree in a related field is preferred.

Customer Success Representative Resume example

Customer Success Representative Resume

Summary : As a Customer Success Representative, interacted with the company's customers and are responsible for answering questions, solving problems, handling customer challenges, taking orders and promoting products and services.

Skills : Social media engagement, ROI, Digital media analytics, Leadership.

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Description :

  1. Worked for Practice Fusion, a subcontractor for First Call Resolution.
  2. Made sure all information that was displayed remained HIPAA compliant and fit DEA regulations.
  3. Assisted in troubleshooting errors with the product and assisted users in the basic knowledge portion of using the product inside their medical offices.
  4. Trained and managed the customization of independent pharmacists' mobile applications.
  5. Troubleshoot any issues clients had to pertain to onboarding, website, or the mobile application.
  6. Constructed rhetoric for scripts used to increase client performance.
  7. Ensured the support SLAs are being achieved and exceeded.
                      Years of Experience
                      Experience
                      7-10 Years
                      Experience Level
                      Level
                      Consultant
                      Education
                      Education
                      Degree In Business


                      Customer Success Representative Resume

                      Headline : As a Customer Success Representative, utilized my business skills and experience at a growth oriented organization, to both further my career and contribute to the overall success of the company. Answered incoming phone calls, emails, makes outgoing calls and follows up on customer questions in a timely and accurate manner; ensured customer satisfaction.

                      Skills : Front-line, Supervisor Management.

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                      Description :

                      1. Accurately measured and drove customer progress and success with Salesforce and Microsoft Excel.
                      2. Proactively partnered with Supply Planning and Demand Planning on resolutions when shortages are known. Obtained options for customers shortages and present details related to root cause, along with options for recovery.
                      3. Collaborated with the transportation team obtaining on-going updates to provide the customer, sales, and broker (where applicable).
                      4. Handled the late/light order approval process for late order requests to process and ship under standard lead time.
                      5. Ensured all order management guidelines such as lead time, order minimums, order cut-off times, late order requests and changes are followed to minimize errors and maximize Supply Chain efficiency.
                      6. Assisted in managing Customer Master Data to ensure customer records are accurate and order entry is not delayed.
                      7. Assisted claims department on matters related to incorrect or rejected orders.
                                          Years of Experience
                                          Experience
                                          5-7 Years
                                          Experience Level
                                          Level
                                          Executive
                                          Education
                                          Education
                                          Degree In Marketing


                                          Customer Success Representative Resume

                                          Headline : As a Customer Success Representative, worked with assigned Surface Prep outside sales team to support them and their customers by managing Surface Prep rentals in ARMS rental system, managing rental rate pricing, providing support to service dept. on repair orders and communicating with customer for approvals and repair status. Worked with vendors for pricing updates and product availability.

                                          Skills : Verbal And Written Communication.

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                                          Description :

                                          1. Developed strong and trusted relationships with customers through timely and accurate communications.
                                          2. Managed a high volume of communication/requests, resolving issues in an accurate and timely manner.
                                          3. Maintained and update documents related to customer accounts.
                                          4. Conflicted resolution: Learning the ability to defuse high pressure situations and remain solutions driven.
                                          5. Learned new technologies, including the Quickbase platform and support tools.
                                          6. Helped customers achieve success using the QuickBase Platform via phone and email.
                                          7. Successfully Completed Certifications such as Customer Service Representative, Certified Customer Experience Professional (CCXP).
                                          Years of Experience
                                          Experience
                                          5-7 Years
                                          Experience Level
                                          Level
                                          Executive
                                          Education
                                          Education
                                          Degree In Communication

                                          Customer Success Representative Resume

                                          Headline : As a Customer Success Representative, delivered a best-in-class omni channel customer experience for Design Within Reach HAY web including customer interaction and overlapping within our other business/functional units. Oversaw the pre and post sales service and support functions for Design Within Reach & HAY Entities.

                                          Skills : Empathy, Problem-Solving, Time Management.

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                                          Description :

                                          1. Provided creative solutions with a sense of urgency, to help customers with diverse needs and situations innovate and be more productive with QuickBase.
                                          2. Helped build resources to ensure the continued success of the team and customers.
                                          3. Worked to help elevate the customers voice through the company.
                                          4. Reviewed abstracts and identifying the title issues needing additional information or resolution.
                                          5. Obtained and maintained a firm understanding and knowledge of state-specific statutes relating to title.
                                          6. Worked with sellers, attorneys, underwriting counsel, and representatives from other title agencies to obtain the documentation and additional information needed to clear vesting issues, judgments, and other title defects.
                                          7. Coordinated with team members to ensure applicable fees are added to appropriate settlement documents.
                                                                    Years of Experience
                                                                    Experience
                                                                    5-7 Years
                                                                    Experience Level
                                                                    Level
                                                                    Executive
                                                                    Education
                                                                    Education
                                                                    Degree In Communication

                                                                    Customer Success Representative Resume

                                                                    Summary : As a Customer Success Representative, recruited qualified applicants for admission to the University in accordance with state and federal accreditation and institution policies and regulations, consistent with the highest ethical standards. Managed time and inquiry resources to generate interest in our programs.

                                                                    Skills : Adaptability, Customer-Focused, Attention To Detail.

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                                                                    Description :

                                                                    1. Prepared title clearance affidavits such as Continuous Marriage Affidavits, LLC, Corporation and Trust Affidavits, Free and Clear Affidavits, and Hold Harmless Agreements.
                                                                    2. Ordered payoffs for liens and judgments, including but not limited to mortgages.
                                                                    3. Routinely communicated status updates and issuing an internal notification when files are curative complete.
                                                                    4. Responded in a timely fashion to internal and external parties.
                                                                    5. Generated final title policies and verifying for correctness and completeness prior to distribution to appropriate parties.
                                                                    6. Portrayed a sense of calm and professionalism regardless of the title defect or particular situation.
                                                                    7. Frequently contacted Title Forward employees including Closing Specialists and Closing Coordinators to clearly articulate title requirements and work towards their resolution.
                                                                                  Years of Experience
                                                                                  Experience
                                                                                  7-10 Years
                                                                                  Experience Level
                                                                                  Level
                                                                                  Consultant
                                                                                  Education
                                                                                  Education
                                                                                  Degree In Communication

                                                                                  Customer Success Representative Resume

                                                                                  Headline : As a Customer Success Representative, provided face to face and telephone service to customers, receiving payments, processing credit card transactions, sending and receiving applications, answering and resolving customer questions and problems, routing in-coming calls, taking messages, and processing out-going mail. Filed and storage system for customer documents and records.

                                                                                  Skills : Customer Service, Project Planning.

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                                                                                  Description :

                                                                                  1. Regularly contacted abstracting vendors, underwriting counsel, listing agents, and sellers. Title Specialists will also interact with representatives from other title companies and attorneys who represent customers involved in the transaction.
                                                                                  2. Configured the NEOGOV solutions, and demonstrate the configurations through building prototype systems, testing and best practices guidance.
                                                                                  3. Executed daily operations for assigned implementations, including project plans, schedules, time tracking, case and phone routing, health check delivery, support deployments (implementations) and best practice coaching for small-mid size customers.
                                                                                  4. Worked directly with our clients while implementing our Time & Attendance modules through becoming an SME.
                                                                                  5. Tracked support level and customer satisfaction metrics; Identified opportunities to improve metrics and team efficiencies.
                                                                                  6. Conducted quality & product usage checks to ensure customer & product satisfaction expectations are being satisfied for customers and that a high level of service is being delivered.
                                                                                  7. Served as a coach, mentor, knowledge resource, and escalation point for customers and support representatives.
                                                                                                Years of Experience
                                                                                                Experience
                                                                                                5-7 Years
                                                                                                Experience Level
                                                                                                Level
                                                                                                Executive
                                                                                                Education
                                                                                                Education
                                                                                                Diploma

                                                                                                Customer Success Representative Resume

                                                                                                Headline : As a Customer Success Representative, provided world-class support to incoming customer requests via email and phone. Helped resolve customer needs promptly while delivering an outstanding customer experience. Worked with customers to understand their issues, share common product use cases and coordinate internally to resolve customer escalations.

                                                                                                Skills : Customer Service, Financial Skills.

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                                                                                                Description :

                                                                                                1. Participated in annual training, NEOGOVs Annual Conference, industry events, and face-to-face customer meetings (Travel - 10%).
                                                                                                2. Supported the new student intake process by working with admissions to answer incoming student questions, provide a thorough review of program and student costs as well as outlining all possible options to fund their education.
                                                                                                3. Created and confirmed an accurate financial plan by establishing time frames to complete any application process in order to be financially prepared to start and stay in school.
                                                                                                4. Continuously reviewed student account to advise students on their financial eligibility.
                                                                                                5. Used a high level of discretion and independent judgment continuously evaluates the academic and financial plans throughout the student life cycle and makes appropriate adjustments to ensure successful student outcomes.
                                                                                                6. Utilized appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information for assigned students.
                                                                                                7. Documented all interactions in the appropriate institutional systems.
                                                                                                                          Years of Experience
                                                                                                                          Experience
                                                                                                                          5-7 Years
                                                                                                                          Experience Level
                                                                                                                          Level
                                                                                                                          Executive
                                                                                                                          Education
                                                                                                                          Education
                                                                                                                          Degree In Communication

                                                                                                                          Customer Success Representative Resume

                                                                                                                          Headline : As a Customer Success Representative, provided advisory services for the customer. Advisory serviced includes current state process assessments, opportunity assessments and strategic technology roadmaps that support customers strategic and operational goals.

                                                                                                                          Skills : Technical Skills, Student Assistant.

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                                                                                                                          Description :

                                                                                                                          1. Analyzed student data to identify triggers indicating a need for proactive outreach to obtain a better understanding of challenges and successes.
                                                                                                                          2. Coached students to explore alternatives to overcome barriers to persistence or graduation.
                                                                                                                          3. Made appropriate resource referrals when necessary.
                                                                                                                          4. Collaborated with other departments and functional areas to deliver an optimal student experience from inquiry through to graduation.
                                                                                                                          5. Maintained a thorough understanding of all academic and Title IV programs, policies, and procedures including institutional policies and federal and state regulations.
                                                                                                                          6. Complied with applicable federal and state laws Identifies opportunities and solutions that improve current methods and actively participates in the change of a constantly evolving organization.
                                                                                                                          7. Engaged students through a variety of communication channels. This may include video advising, inbound student calls, and proactive outreach to students in order to deliver first contact resolution.
                                                                                                                                        Years of Experience
                                                                                                                                        Experience
                                                                                                                                        5-7 Years
                                                                                                                                        Experience Level
                                                                                                                                        Level
                                                                                                                                        Executive
                                                                                                                                        Education
                                                                                                                                        Education
                                                                                                                                        Degree In Business

                                                                                                                                        Customer Success Representative Resume

                                                                                                                                        Headline : As a Customer Success Representative, contacted and/or responded to inquiries from potential students to discuss their education goals and provide information about University of Phoenixs ability to help them fulfill their education goals. Advised undergraduate and graduate students about enrollment and degree completion requirements and plays an integral role in onboarding the student for success from application through completion of their first class.

                                                                                                                                        Skills : Verbal and written Skills, Communicational Skills.

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                                                                                                                                        Description :

                                                                                                                                        1. Promoted student self-service tools during advising sessions and new student orientation.
                                                                                                                                        2. Maintained a positive, empathetic and professional attitude toward customers at all times.
                                                                                                                                        3. Responded promptly to customer inquiries.
                                                                                                                                        4. Communicated with customers through various channels.
                                                                                                                                        5. Acknowledged and resolved customer complaints.
                                                                                                                                        6. Known our products inside and out so that you can answer questions.
                                                                                                                                        7. Processed orders, forms, applications, and requests.
                                                                                                                                                                                Years of Experience
                                                                                                                                                                                Experience
                                                                                                                                                                                5-7 Years
                                                                                                                                                                                Experience Level
                                                                                                                                                                                Level
                                                                                                                                                                                Consultant
                                                                                                                                                                                Education
                                                                                                                                                                                Education
                                                                                                                                                                                Bachelor's Degree

                                                                                                                                                                                Customer Success Representative Resume

                                                                                                                                                                                Headline : As a Customer Success Representative, unstained an environment of academic and professional excellence for students and educational team members. Supported students and learning through student advocacy, academic coaching, customer service, and campus and community referrals. Worked closely with all campus departments utilizing BSCs personalized education approach to support student success and retention endeavors.

                                                                                                                                                                                Skills : Team Work, Training.

                                                                                                                                                                                Customer Success Representative Resume Model
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                                                                                                                                                                                Description :

                                                                                                                                                                                1. Kept records of customer interactions, transactions, comments and complaints.
                                                                                                                                                                                2. Communicated and coordinated with colleagues as necessary.
                                                                                                                                                                                3. Provided feedback on the efficiency of the customer service process.
                                                                                                                                                                                4. Managed a team of junior customer service representatives.
                                                                                                                                                                                5. Ensured customer satisfaction and provided professional customer support.
                                                                                                                                                                                6. Reviewed abstracts and identifying the title issues needing additional information or resolution.
                                                                                                                                                                                7. Obtained and maintained a firm understanding and knowledge of state-specific statutes relating to title.
                                                                                                                                                                                                                  Years of Experience
                                                                                                                                                                                                                  Experience
                                                                                                                                                                                                                  5-7 Years
                                                                                                                                                                                                                  Experience Level
                                                                                                                                                                                                                  Level
                                                                                                                                                                                                                  Junior
                                                                                                                                                                                                                  Education
                                                                                                                                                                                                                  Education
                                                                                                                                                                                                                  Degree In Business