Requirements and responsibilities
About UsSince 2013, we've been building a CRM that gets out of your way and helps your team sell more, faster. No manual data entry, no 10-click workflows. Just communication-first sales software designed to help you succeed and scale.We're bootstrapped and profitable which means we answer to our customers and play by our rules. We're proud of our 120-person, 100% remote team, focused on building Close so that no small, scaling business fails because it can't figure out sales.About the RoleClose is looking for a Customer Success Associate to help drive retention and growth among our new customers. In this role, you won’t be assigned dedicated accounts, instead, you’ll work with a variety of startups and growing companies as they begin their journey with Close. You’ll connect directly with our new customers (often Founders and CEOs!), acting as their Close consultant and setting them up for success on the platform.Your focus will be on proactively reaching out to new customers to book account reviews where you will help them build strong sales processes within Close. As a CSA, you’ll make a real impact for the scaling businesses you work with, and directly increase customer retention.You’ll report to our Manager of Customer Success and work closely with our Success team leaders and our current CSM team.You are:Backed by at least one year of experience with B2B SaaS.Preference given to candidates with either 1) frontline sales experience or 2) experience working for a CRM platform or a sales enablement tool. Our customers are sellers so a deep familiarity with sales tools or firsthand experience in Sales is preferred.A clear, precise communicator both verbally and in writing. You’ll be spending much of your time face-to-face with customers on Zoom, but you will also frequently write emails to provide consultation and advice to customers.Energized by working independently in a fast-paced environment. Our team moves quickly and our customers deserve prompt responses - you’ll be responsible for managing your time and prioritizing among many competing demands on your time.Able to build rapport with customers quickly. You won’t be owning a book of business in this role, so you’ll need to build new relationships every day.Highly emotionally intelligent. You have the ability to understand and empathize with the needs of others. You have a friendly, but strong demeanor.Experienced with working in a startup, ideally in a remote environment.Physically based in the U.S. and proficient in English. Preference for ET, CT, MT, and PT.You will:Virtually train and onboard new and existing customersProactively reach out to high-potential new customersResearch to identify high growth and at risk customersCommunicate effectively via multiple platforms (sms, call, email, Zoom, social) with all Close customers, including co-founders, executives, and sales teamsWork closely with Success and Sales teams on seamless customer transitionsIdentify expansion opportunities and upsell customersHost and manage recurring office hours, group trainings, and interactive demos to support many customers at onceIdentify customer content needs and create FAQs, white papers, videosCommunicate with customers in our online Community and via our Helpdesk softwareBenefitsCompensation: Competitive pay plus an organization-wide goal-based bonusPaid Time Off: ~5 weeks of PTO to start. Plus a 1-week all-company Winter Holiday Break and paid US holidays. You'll earn 2 extra days for every year you're with Close.Parental Leave: Paid leave for primary and secondary caregiversSabbatical: A 1-month paid sabbatical every 5 years with the teamHealthcare (US residents): Two medical plans with Close covering 99% of your premium, plus Dental, Vision, HSA, FSA, and company-paid Long-Term Disability401k (US residents): We match your contributions up to 6%, vested immediatelyOur ValuesBuild a house you want to live in - Examine long-term thinking and actionNo BS - Practice transparency and honesty, especially when it’s hardInvest in each other - Build successful relationships with your coworkers and customersDiscipline equals freedom - Keep your word to yourself and othersStrive for greatness - Constantly challenge yourself and others
Optionally, you can add more information later (benefits, pre-screening questions, etc.)