Customer Success Operations Representative with English and Spanish

 Posted 21 days ago
     
⭐ 2-5 years experience
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AI Summary

Oversee daily operations of Customer Success platforms and internal tools to manage B2B accounts. Provide operational support, handle client queries, and distribute customer reports while streamlining workflows.

Main responsibilities

  • Oversee the daily operation of Customer Success platforms and internal tools used to manage B2B accounts
  • Provide operational support including ticket creation, follow-up actions and handling daily client queries
  • Serve as the first escalation point for administrative and operational client requests, ensuring accurate and timely resolutions
  • Collaborate with the team to manage and resolve support tickets submitted by B2B users
  • Identify opportunities to streamline workflows and contribute to continuous improvements
  • Download, prepare and distribute customer reports on behalf of the Customer Success team

Requirements

  • At least 1 year of experience in client support, account coordination or a similar role in a SaaS environment
  • Experience managing compliance-driven processes (e.g. training subsidies such as FUNDAE) or working with regulated client requirements is a strong advantage
  • Ability to collaborate cross-functionally and share insights to drive continuous improvement across Customer Success, Sales and Marketing teams
  • Fluency in both English and Spanish
  • Comfortable working with Microsoft Office and B2B CRM tools
  • Strong communication skills with a proactive and positive approach
  • Ability to multitask effectively, prioritise well and remain organised in a fast-paced environment
  • Strong attention to detail and a solutions-oriented mindset
  • Experience working with operational or Customer Success tooling such as CS platforms or ticketing systems is a plus
  • Familiarity with the corporate learning or HR and L&D space

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