7Seventy Recruiting ยท 20 hours ago
Customer Success Representative - $33.65 - $36.05 per hour
United States
Full-time
Remote
Mid Level
$33.65/hr - $36.05/hr
3+ years exp7Seventy Recruiting is seeking an experienced Customer Success Representative to support customer communications and ensure smooth coordination between clients and internal operations teams. This role focuses on managing workflows, gathering required documentation, and keeping customers informed throughout the bookkeeping and tax preparation process.
Information Services
Responsibilities
Handle customer inquiries via phone, email, Zoom, and support tickets
Communicate bookkeeping and tax workflow updates clearly and accurately
Request and track required documents and information from customers
Maintain accurate records and workflows using HubSpot and internal systems
Support customers within a proprietary SaaS platform
Collaborate closely with internal operations teams to resolve issues efficiently
Qualification
Required
3+ years of experience in customer success or customer support within a SaaS environment
Working knowledge of bookkeeping and small business financial workflows
Strong proficiency with HubSpot, Zoom, and Google Workspace
Ability to quickly learn proprietary software tools
Excellent written and verbal communication skills
Highly organized with strong attention to detail
Benefits
Competitive compensation with comprehensive benefits
Fully remote, flexible work environment within the United States
Clear opportunities for professional growth and career development
Modern, automation-first technology stack
Supportive and collaborative team culture
Company
7Seventy Recruiting
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase