Job boardTake It Easy Group
Account Manager / Customer Success Representative

Account Manager / Customer Success Representative

Work location: Worldwide
Work arrangement: Remote
Salary range: US$ 65,000 - US$ 75,000 + OTE
Skills:
Account Management
Problem Solving
Motivation
Critical Thinking
Customer Service

Who Are We?

Take It Easy is a group of passionate fractional Executive Business Partners on a mission to redefine how CEOs and Founders scale their businesses. We are a remote-first company, disrupting the way people think of the executive support world.

The Role

We are looking for an Account Manager / Customer Success Representative who will play a pivotal role in ensuring our clients' success and satisfaction. You will be responsible for managing client relationships, addressing their needs, and ensuring they achieve their desired outcomes. You will work closely with our CEO to provide exceptional support and service to our clients.

Responsibilities:

  • Establish, develop, and maintain positive business and customer relationships

  • Serve as the primary point of contact for clients, addressing their needs and concerns promptly

  • Assist clients in understanding our products and services, providing expert guidance and support

  • Monitor client progress and ensure they are achieving their desired outcomes

  • Collaborate with CEO to ensure a seamless onboarding process for new clients

  • Gather and relay client feedback to the internal team to improve products and services

  • Identify opportunities for upselling and cross-selling our services

  • Maintain accurate and up-to-date client records in our CRM system

  • Ensure timely follow-up with clients to address any issues or concerns

  • Provide regular updates and reports to the CEO

Results:

  • High client satisfaction and retention rates

  • Successful onboarding and integration of new clients

  • Clear and effective communication with clients and internal teams

  • Timely resolution of client issues and concerns

  • Accurate and up-to-date client records in CRM

  • Identification of upselling and cross-selling opportunities

  • Positive feedback from clients on the support and service provided

Requirements:

  • Strong communication and interpersonal skills

  • Excellent problem-solving abilities

  • Ability to build and maintain strong client relationships

  • Highly organized and detail-oriented

  • Proficient in using CRM systems

  • Ability to work independently and as part of a team

  • Comfortable working in a remote, startup environment

  • Located in Canada or USA

Preferred Qualifications

  • Previous experience in account management or customer success roles

  • Familiarity with Service as a Product business model

  • Familiarity with the B2B sales process

  • Experience in a remote work environment