Customer Success Advocate

3 weeks ago


West Jordan, Utah, United States The Investors Edge Full time
Job Overview

We are seeking a highly motivated and resourceful Customer Success Representative to join our team at The Investors Edge. As a key member of our organization, you will play a critical role in supporting and retaining our members by providing exceptional customer service and ensuring their success on our platform.

Key Responsibilities
  1. Assist members with resources to achieve progress and results
  2. Encourage members to persist and overcome challenges
  3. Help members leverage our platform and resources to find qualifying properties for loan applications
  4. Communicate the benefits of our software and product
  5. Upsell and downsell membership programs as needed to retain members
Requirements
  • CRM experience, preferably with HubSpot
  • Proficiency in Google Sheets, Excel, and Drive, with basic formulas and file management skills
  • Excellent phone skills, with a track record of resolving issues over the phone
  • Conflict resolution skills, with the ability to remain calm and composed in challenging situations
  • Soft sales skills, with experience offering upgrade options for products and memberships
  • Chat and ticket management experience, with a focus on timely responses and resolution
What We Offer

At The Investors Edge, we value our employees and offer a range of benefits, including a relaxed dress code, on-site gym, sauna, and showers. We also provide reserved parking and a modern office with sit-to-stand desks. Our company culture is collaborative, respectful, and fun, with a focus on providing software, tools, and resources to the real estate investing industry.



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