Customer Success Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage and respond to internal and external emails.

• Engage in team check-in calls to assess account performance and decide on necessary actions.

• Establish, oversee, optimize, and initiate B2B marketing and data-service campaigns.

• Verify campaign launches and anticipated outcomes with clients.

• Lead customer kickoff meetings discussing campaign specifics, performance metrics, and pending launch materials.

• Examine campaign data files for quality and precision prior to delivery to customers.

• Address internal and external inquiries via email, chat, and phone calls.

• Take part in customer success roundtables, product training sessions, town halls, ERG events, and sales enablement meetings.

• Develop customer summary presentations alongside sales team members.

• Serve as the main point of contact for customer communications and associated internal requests.

• Facilitate and join kickoff meetings, check-ins, campaign summaries, QBRs, and problem-solving discussions.

• Review and analyze deliverables and customer systems from individual data entries to cohort-level assessments.

• Keep track of ongoing and upcoming activities, pinpoint challenges, rectify issues, and proactively prepare for future campaigns.

• Monitor customer status and performance trends.

• Maintain CRM and campaign management software with updated activity records.

• Conduct regular customer check-ins using preferred communication methods.

• Generate custom and standard reports on campaign performance, managed revenue, anticipated revenue, and internal database insights.

• Create reports in formats such as PPT, MSFT Excel, email, and business intelligence software.

• Collaborate with the designated customer success group under the direction of the CSM.

• Work alongside the sales team on customer communication, campaign setup, and reporting.

• Adhere to standard procedures and supply operations teams with necessary materials.

• Stay updated on digital marketing trends and best practices related to B2B sales, data, and demand generation.

• Represent Anteriad and the customer success team in interactions with customers and colleagues.

⛳️ Requirements

• Capability to work independently in a virtual setting without continuous supervision.

• Self-driven with a robust work ethic.

• Excellent oral and written communication skills.

• Quick learner with the ability to adapt to evolving situations.

• Comfortable presenting confidently to both small and large audiences.

• Ability to connect with clients and colleagues in both virtual and in-person settings.

• Highly organized and detail-oriented when managing high volumes of email, chat, and video-call communications.

• Proficient in deep and accurate analysis of documents and datasets.

• Strong skills in problem analysis and resolution.

• Ability to interact effectively with all team members.

• Capacity to learn and operate SaaS platforms such as Salesforce, Qlik, and Anteriad Marketing Cloud.

• This position is not eligible for employer visa sponsorship.

🏝️ Benefits

• Work from home.

• Flexible PTO.

• Training and development with unlimited access to Percipio LMS.

• Combination of collaborative and independent work.

• Community outreach through Anteriad Cares, promoting volunteerism among staff.

• Professional mentoring program offering career guidance from leadership.

• Employee Resource Groups.

• Attractive benefits for you and your family.

• Comprehensive medical coverage with a choice of three plans, plus dental and vision insurance.

• Company-paid short-term disability, long-term disability, and life insurance.

• Optional supplemental life, accident, and critical illness insurance plans.

• 401K plan with company matching.

• Flexible PTO and a generous paid holiday schedule.

• Fully paid primary caregiver leave (12 weeks) and parental bonding leave (2 weeks).