About the Role

As a Customer Success Representative (CSR) for our Leasing Clients and CS Team, you will be integral to ensuring our clients successfully leverage our SaaS leasing solutions. Your primary responsibility will be to provide exceptional support and guidance throughout the leasing lifecycle, helping customers maximize the value of our platform. You will collaborate closely with clients to address their needs, resolve issues, and enhance their overall experience with our products.

Key Responsibilities:

1. Customer Support:
2. • Serve as the primary point of contact for customer inquiries related to leasing transactions and software functionalities.
   • Troubleshoot issues and provide timely resolutions via phone, email, and chat.
3. Relationship Management:
4. • Build and maintain strong relationships with customers, understanding their unique needs and challenges.
5. Feedback and Improvement:
6. • Collect and analyze customer feedback regarding their experience with the software and leasing processes.
   • Collaborate with the CS team to provide feedback to product and development teams to relay customer insights and suggest enhancements.
7. Documentation and Record Keeping:
8. • Ensure all customer documentation is organized and accessible for future reference.
9. Advocacy and Growth:
10. • Advocate for customers within the organization, ensuring their voices are considered in product and service decisions.
    • Identify opportunities for upselling or cross-selling additional features or services based on customer needs.
11. Collaboration:
12. • Work closely with the CL team to ensure seamless communication and support for clients and applicants
    • Participate in team meetings to discuss customer issues and share best practices.

Qualifications:

• Experience:
• • 1-3 years of experience in customer support or customer success, preferably in a  leasing environment.
  • Familiarity with leasing processes and financial documentation is a plus.
• Skills:
• • Exceptional communication and interpersonal skills.
  • Strong problem-solving abilities with a customer-centric mindset.
  • Ability to work collaboratively within a team and independently.

Schedule Requirement: Must be willing to work Tuesday–Saturday, 11:30 AM–8:00 PM EST or CST