Entry Level Customer Success Representative

Instep Enterprise
Ontario, CA


The Entry Level Customer Success Representative will work directly with potential customer accounts to establish a proper connection and comprehensive sales solution to fulfill our client’s account requirements based on the assigned account’s products, services, and promotions within the desired timeframe. The Entry Level Customer Success Representative plays a major role in the success of our company and the future success of our clients. The Entry Level Customer Success Representative is the liaison between our clients and our customers. The Entry Level Customer Success Representative position is responsible for increasing the customer base by maintaining relationships with existing customers and by developing new relationships through sales.

Entry Level Customer Success Representative Responsibilities:

  • Engage in-person with potential new account leads through sales presentations and provide impeccable customer support
  • Must have a handle on the full cycle of sales including being educated on the account and the territory, prospecting, scheduling appointments, and closing all deals
  • Attend account management meetings throughout the weekdays and any scheduled conference calls assigned by the account you are working with
  • Generate new business and customers by reaching out to consumers on a day-to-day basis
  • Provide in-depth product knowledge to each potential new customer account lead and be prepared for with cost/benefit analysis on the local competition
  • Document and track various sales activity and trends within the region and the account assigned
  • Work within a team and provide guidance if needed on their assigned accounts

Entry Level Customer Service Representative Requirements:

  • 1-2 years experience in a customer service or sales role with demonstrated success
  • Additional experience in business development, management, customer service, retail, or hospitality preferred
  • Excellent communication skills especially in simplifying information to be easily understandable to customers, answering questions thoroughly and maintaining a reassuring positive demeanor
  • Eagerness to develop a leadership mentality and learn alongside other teammates
  • The ability to travel to and from customer meetings and potentially nationally for conferences and workshops - this may also require some scheduling flexibility as needed

#LI-Onsite

Posted 2025-10-01

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