Overview

At Proposify, we value and celebrate the diversity of our team and welcome applications from racially visible persons, Indigenous peoples, women in non-traditional positions, persons with disabilities, and persons of the LGBTQ+ community.

We’re looking for a technically-minded Customer Success Representative to join our team. As a CSR you will be committed to developing and maintaining customer relationships that promote retention and loyalty. Their job is to work with customers to ensure they are fully integrated/utilizing the services they receive. Through feature requests, they also identify where we can improve the product.

What you’ll do and love doing:

  • Providing excellent customer support: Understand how to efficiently respond to customers via email, chat, and phone/screen share, and keep a high customer retention rate
  • Participating in new revenue generation experiments!
  • Documenting all activities for new accounts into Gainsight and or Salesforce to track activities for future reference
  • Documenting customer interactions: Report to Bug and product squads on common bugs, UX questions, and requests.
  • Managing bug tickets and customer resolution responses
  • Be a product expert: Offer internal support to other departments
  • Communicate with Sales / CSMs for potential upgrade opportunities with new and current customers.

Qualifications and Skills

  • Recent experience in a similar role;
  • Technical proficiency including understanding how software and browsers work, ideally with a design or development problem solving background;
  • Love talking with people;
  • Clear and concise communicator in both verbal and written mediums;
  • A deep empathy for customers experiencing problems, and the ability to respond appropriately;
  • Experience working in a tech company would be an asset.

What you’ll love about us:  

Proposify is a young, fast-growing, dynamic SaaS company with a positive work culture and a fantastically talented team. The combination means our people are driven to do exceptional work and are proud to contribute Proposify’s success.

Our mission is to empower sales managers and salespeople to streamline their sales process, get back the time they spend managing proposals, and close more deals. Proposify is focused on being the best in class, the best in SaaS, and the best solution for businesses around the world.

Most importantly, we love to work hard, and we love to have fun. We’re in it to win it.

Diversity Statement: 

We value and celebrate the diversity of our team and welcome applications from racially visible persons, Indigenous peoples, women in non-traditional positions, persons with disabilities, and persons of the LGBTQ+ community.

About Proposify

A simpler way to deliver winning proposals to your clients. Proposify streamlines your sales process and helps you close deals faster