Jobs · Customer Service · Montana

Customer Success Associate

PFL.com · Bozeman, MT · 1 mo ago
HybridCustomer Service$25/hrFull-time

Job Summary

Customer Success Associates at PFL are accountable for managing the MarTech customer base, delivering customer success through outstanding execution, communication, and teamwork.

Requirements

  • Provide outstanding day-to-day customer service via phone and email
  • Attend team huddles to discuss team workload and priorities to ensure customer success
  • Manage customer inventory levels to minimize disruption of service due to insufficient inventory without overstocking
  • Perform duties necessary to launch new campaigns on time for customers, including but not limited to: timeline management through clear communication, program administration, procurement of physical items, production oversight, and facilitation of customer testing
  • Maintain open communication with Customer Success Managers regarding customer needs, new opportunities, customer problems, and how we will deliver success to each customer
  • Generate and deliver periodic reports to customers
  • Create, participate in or manage one-off projects as directed
  • Work effectively with all areas in the company to ensure customer success
  • Contribute to continuous process improvement within the team and within Customer Success

What Success Looks Like

  • Ask thoughtful questions before proposing solutions
  • Take initiative to recommend improvements instead of simply fulfilling requests
  • Be energized by goals, performance metrics, and continuous improvement
  • Build trust by understanding customers' business, not just their project specifications
  • Combine relationship-building with accountability for results

Qualifications

  • 2+ years customer service experience and a proven passion for customer success
  • Deals effectively with ambiguity and situations where there is not a single "right" answer
  • Dynamic, self-motivated, high-energy team player who inspires others
  • Demonstrates resilience in the face of adversity
  • Willing to give and receive feedback to improve performance of self and others
  • Identifies and analyzes significant problems and opportunities
  • Recommends innovations that result in changes to existing services, procedures, and policies
  • Evokes trust from others by keeping commitments and adhering to high ethical standards
  • Impeccable attention to detail
  • Sets high "stretch" standards of performance for self and all co-workers
  • Accurately assesses the opinions and feelings of others; patient, empathetic, listens actively
  • Demonstrates consistent logic, rationality and objectivity in decision making
  • Familiar with basic business and accounting concepts
  • Demonstrates basic adherence to project management principles and use of project management software
  • Represents PFL/Vomela and the values we stand for: CARES (Commitment, Accountability, Respect, Excellence, Service)

Essential Functions

  • Proficient in navigating both internal and external software systems
  • Use various software platforms efficiently and effectively including but not limited to: ADP/Timeclock, PFL Database, Microsoft Products, Confluence
  • Execute physical tasks required to successfully perform CSA position such as standing/sitting for 8-hour shifts
  • Occasionally lift and transport objects weighing up-to 20 pounds
  • Variety of functional movements including grasping, lifting, carrying, pushing, pulling, reaching, twisting, bending, stooping, climbing, and more

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Short Term & Long Term Disability
  • Training & Development
  • Wellness Resources

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