Treantly

Customer Success Representative

  • Treantly

Job Description

We are seeking a proactive Customer Success Representative with a strong background in both inside and outside sales. This role combines relationship management, lead outreach, and in-house support, making it ideal for a versatile, results-driven professional. You will engage past clients, follow up on existing leads, and work closely with our internal team to provide outstanding customer experiences.

Job Responsibilities:

  • Proactively reconnect with previous customers and explore upsell or re-engagement opportunities.
  • Conduct outreach to leads via calls, emails, and follow-ups to drive conversions.
  • Maintain and update CRM records with notes, activities, and pipeline progress.
  • Act as the bridge between the customer and internal support teams to ensure a smooth post-sales experience.
  • Collaborate with marketing and product teams to align on customer feedback and sales strategies.
  • Support sales and success teams with day-to-day administrative and coordination tasks.

Track customer interactions and performance metrics to optimize engagement efforts.

Requirements

  • 2+ years of experience in customer success, inside sales, or outside sales (ideally all three).
  • Proven ability to meet or exceed outreach and sales targets.
  • Strong phone, email, and interpersonal communication skills.
  • Tech-savvy and comfortable working with CRM tools (e.g., HubSpot, Salesforce, Zoho).
    Organized, proactive, and a team player with a customer-first mindset.
  • Comfortable working independently and collaborating with internal teams in a remote environment.

Benefits

What we Offer:

  • Opportunities for growth and advancement

Work Hours:

  • Part-time, Pacific Standard Time business hours, Remote