Customer Success Representative

We are seeking a dynamic Customer Success Representative who will become an important member of the Marketplace team at ProducePay. We are a cross-functional team composed of a product manager, engineers, designers, and dedicated salespeople. The Customer Success Representative will be responsible for owning the customer journey of each ProducePay customer to ensure a smooth ride from the Onboarding Process and all along the relationship. The CSR must become the client's trusted consultant by demonstrating the delivery of real value to their business. CSR must also become the company's liaison to achieve Customer Success, this is represented in Successful Purchases, Revenue Growth, and Customer Retention.

The customer success team has the function of being the bridge between ProducePay internal departments and the multi-product qualifying “Seller” category customers. This team has the important mission of generating an Account Plan for each customer, with the full knowledge of their goals, their needs, and also Produce Pay priorities; the CSR will lead the strategy post-initial sale, to find a growth path for each Seller, promote the cross-selling, Marketplace adoption and a plenty satisfactory experience for the customer.

Responsibilities & Duties

• Welcome all the new Marketplace members and renewals deals to our platform ssuring the customer understands all the terms of their agreement, ProducePay general structure, show them how to use the financial and Marketplace platform, the formats, and languages we need them to use in their shipment documentation, the reports we can share with them, and the ones ProducePay will need from them to monitor their performance properly.
• Lead a Multi-Functional team in the creation of an Account Plan for every Seller - Marketplace Member that is going to delimitate their customer profile, initial purchase, the account goals and objectives, and the growth path designed.
• Set a Plan of action for his/her Client Portfolio with specific actions and tracking to achieve a Successful Customer Experience compose of these 5 pillars: Successful funding, activation, up-selling, cross-selling, and renewal.
• Performing as a liaison between the client and departments within the company to convey information, ensure understanding, and make certain every subsequent step in the funding and/or activation process gets done in an accurate, timely manner.
• Monitoring the client’s accomplishment, forecast fulfillment, use of proceeds, field state, sales report, and payment details. In case of contingency (poor performance of the account), bring the case to the proper department and figure out new terms if necessary.
• Providing progress reports, account statements, liquidation details, wire details, and others reports requested by clients and upper management.
• Understand client needs and complaints at every time and collaborate effectively with the other departments to provide a valuable win-to-win solution for them and the company.
• Actively participates in internal multi-functional projects of continuous improvement. Collaborates with other departments such as Marketing, Trading, Finance Ops, Trade Support, Sales, etc. to assure optimal sync and efficient efforts.

Requirements

• 4 year BA degree minimum (Business or related field).
• Fluent in English and Spanish
• 2+ years’ relevant business experience: sales, account executive, account management or related business relationship management and business development.
• Strong soft skills set: Ownership, Adaptability, Communication, Creative thinking, Work ethic, Teamwork, Time management, Problem-solving, Critical thinking, Conflict resolution, Negotiation
• Ability to handle multiple tasks and projects effectively under deadline pressure.
• Software: Power BI, CRM (Salesforce), proficient in MS Office, Google Suite, Slack.

Benefits

• Competitive salary
• Law Benefits
• Major Medical Expenses (Includes Vision and Dental)
• Minor Medical Expenses
• Life insurance
• Monthly transportation support
• Monthly cell phone support
• Professional Development Support
• Referral Bonus