Customer Success Representative

  • Full-time

Company Description

Invoca was founded by a successful team of technology executives who built their prior startup into a multi-hundred million dollar public company. Headquartered in beautiful downtown Santa Barbara, Invoca is the industry-leading provider of enterprise inbound call marketing solutions. Our patent protected technology is the cloud marketing solution that optimizes the inbound call channel, delivering better customers faster. We are passionate about developing customer-driven solutions that enable businesses to increase sales, strengthen consumer loyalty and improve the efficiency of their ad spending.  Named to the 2014 Inc. 500 list of fastest-growing private companies, Invoca offers great opportunities to succeed in a world-class culture.

As a team, we work hard in a fun and dynamic atmosphere. Our headquarters in Santa Barbara is right downtown, within a few minutes walk to great restaurants and shopping, the Farmer's Market and the beach. For the qualified candidate, we offer a casual yet energetic work environment, competitive compensation, growth opportunities, great benefits, paid time off and the opportunity to be an owner of an exciting company through stock options.

Did we mention we all love working here, and our clients love working with us too? 

Invoca Offers:

  • Great benefits.
  • Best work environment in Santa Barbara (by far)
  • 401(K) with company matching
  • Catered team lunches
  • Onsite Pub
  • Located close to everything in downtown Santa Barbara

 

To all recruitment agencies not contractually engaged with Invoca: Invoca does not accept agency resumes. Please do not forward resumes to our jobs alias, Invoca employees or any other company location. Invoca is not responsible for any fees related to unsolicited resumes.

 

Job Description

As a Customer Success Representative, you'll be responsible for developing and nurturing Core-level clients. Your main emphasis will be on post-sales customer interaction in order to ensure adoption, satisfaction and high account retention. Working in a fun and fast-paced office, you’re capable of interacting with multiple customers and juggling multiple projects throughout the day. 

Responsibilities:

• Manage all post-sales activity through strong relationship-building, product knowledge, planning and execution

• Acquire and/or maintain an understanding of our products and industry knowledge to be able to speak with customers about the most relevant features/functionality for their specific business needs

• Engage customer early in the lifecycle to understand their business objectives and desired success metrics

• Conduct regular customer check-ins to assess level of satisfaction, or lack thereof.

• Track customer activity to identify churn risk and work proactively via targeted outreach campaigns to eliminate that risk, while simultaneously identifying upsell opportunities when applicable

• Must be able to work collaboratively with fellow teammates to ensure we have the resources necessary to constantly improve how we support our clients, in addition to our own internal success

• Serve as the voice of the customer and provide internal feedback on how Invoca can better serve its client base or improve its products

• Collaborate across tech and product teams to prioritize product enhancements and issues, keeping customer satisfaction at top of mind.

• Troubleshoot and escalate issues as appropriate with customers.

• Track all activity in CRM and ticketing systems.


Qualifications

• 1-2 years of account management or technical services experience

• Experience in developing & delivering product training and technical support 

• Solid understanding of organizational structures combined with keen analytical and conceptual thinking 

• Excellent project management skills, including verbal and written communication capabilities

• Strong interpersonal relationship skills

• Enthusiasm and drive to get things done for the best interest of the customer

• Ability to juggle multiple projects with minimal supervision

• College degree or equivalent


Additional Information

All your information will be kept confidential according to EEO guidelines.