
Customer Experience Representative
Posted Oct 30

Posted Oct 30
This is a fully remote position, open to applicants in United States.
• Act as a reliable point of contact for clients through various channels including phone, email, SMS, HubSpot, webinars, and in-person gatherings.
• Take ownership of customer inquiries and issues from the moment of first contact until they are resolved.
• Facilitate individualized and live virtual onboarding sessions for coaching programs.
• Present confidently to groups of clients during onboarding activities.
• Conduct proactive outreach to enhance onboarding, engagement, event participation, account maintenance, and other initiatives aimed at improving customer experience.
• Oversee accounts receivable and follow up on payments, including pursuing outstanding balances up to around $10,000.
• Engage in direct and sensitive discussions regarding collections.
• Travel domestically and internationally approximately once a quarter for live events.
• Provide support for events during evenings and weekends as required.
• Identify and implement opportunities to improve the client experience.
• Collaborate with internal teams and ensure accurate record-keeping in HubSpot.
• Suggest enhancements for customer processes, tools, and communication methods.
• A minimum of 2 to 4+ years of relevant experience in Customer Support, Customer Service, Customer Success, Contact Center Operations, Account Management, or a comparable customer-facing role.
• A minimum of C1-level English proficiency.
• Outstanding written and verbal communication skills in English.
• Willingness and capability to travel domestically and internationally approximately once a quarter for live events.
• Availability during evenings and weekends when necessary.
• Ability to endure long event days lasting 8 to 10 hours and spend considerable time on your feet.
• Comfortable with substantial phone work, proactive outbound calling, consistent follow-up, and handling sensitive or challenging conversations.
• Familiarity with accounts receivable and collections outreach, including discussions about outstanding financial obligations and overdue balances.
• Excellent verbal and written communication capabilities.
• Proficient in engaging customers both one-on-one and in live virtual group formats, such as webinars and onboarding sessions.
• Strong critical thinking, empathy, organizational skills, and sound judgment.
• Ability to take ownership of tasks, solve problems independently, and discern when to resolve or escalate issues.
• Resourcefulness and adaptability in a dynamic startup environment with fluctuating priorities, processes, systems, and working hours.
• Experience with HubSpot or similar CRM/customer support systems.
• 15 days of paid time off (PTO) each year.
• 7 paid holidays recognized by the company.
• Access to company-certified coaches and opportunities for personal development.
• Opportunities to participate in company-sponsored live events.
• Travel and leisure membership benefits.
• Flexibility to work remotely.
INVICTA SOFTWARE
Dane Street
AssetWatch
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