Job Summary We are seeking an energetic and detail-oriented Customer Service & Sales Support Representative to join our dynamic team. In this role, you will be the vital link between our clients and our sales team, providing exceptional customer service while supporting sales initiatives through effective account management and relationship building. Your proactive approach will help drive customer satisfaction, foster long-term client relationships, and contribute to the overall success of our SaaS (Software as a Service) solutions. This position offers a fantastic opportunity to develop your skills in project management, data analysis, and client engagement within a fast-paced environment committed to excellence. Duties Manage customer accounts by providing timely support, resolving inquiries, and ensuring seamless service delivery through CRM systems such as Salesforce Cloud. Support the sales team by assisting with lead management, order processing, and follow-up activities to maximize sales opportunities. Utilize data-driven decision-making tools to analyze customer trends, identify opportunities for upselling or cross-selling, and improve overall client satisfaction. Maintain strong relationships with clients through regular communication, understanding their needs, and offering tailored solutions aligned with their business objectives. Collaborate with marketing teams to execute campaigns that enhance client engagement and promote new SaaS features or updates. Assist in onboarding new clients by providing product demonstrations, training support, and ongoing account management. Document all customer interactions accurately within Salesforce CRM and generate reports to track performance metrics and identify areas for improvement. Experience Proven experience in customer service or client support roles within the SaaS or financial services industry. Demonstrated success in managing customer relationships using CRM systems such as Salesforce Cloud or similar platforms. Strong understanding of project management principles and ability to coordinate multiple tasks efficiently. Familiarity with sales processes, account management strategies, and SaaS product offerings. Excellent communication skills with the ability to explain complex concepts clearly and build rapport with diverse clients. Analytical skills to interpret data for insights that inform decision-making and strategy development. Prior experience in marketing or analysis roles is a plus, along with knowledge of customer relationship management techniques and tools. Join us to be part of a vibrant team dedicated to delivering outstanding client experiences while advancing your career in a supportive environment that values growth, innovation, and collaboration! 职位类型：全职, 兼职 薪资： $20.00至$25.00（每小时 ） 福利: 401(k)

Work Location:

现场办公