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PhonelyPhonelySan Francisco, CA

Customer Success Representative

Onboards and supports SMB/mid-market customers for voice AI platform, running demos, troubleshooting issues, monitoring account health, and driving retention/expansion. Requires 1-3 years customer-facing experience and ability to explain technical products simply.

60k – 90k
On-site1+ YOECustomer Success

About the role

What You'll Do

  • Onboard new SMB and mid-market customers end-to-end, from first call to live deployment
  • Run product demos and training sessions to help customers get the most out of the platform
  • Monitor account health, proactively identify risks, and intervene before problems escalate
  • Troubleshoot technical issues with customers, escalating to engineering when needed
  • Manage inbound support requests and ensure timely, high-quality resolution
  • Document customer feedback and relay product insights to the team
  • Build and maintain relationships with key contacts at each account
  • Track onboarding metrics and contribute to process improvements
  • Collaborate with the sales team on handoffs and upsell opportunities

What You'll Bring

  • 1–3 years in a customer-facing role (customer success, account management, support, or similar)
  • Strong written and verbal communication skills
  • Comfortable learning technical products quickly and explaining them to non-technical people
  • Organized, proactive, and good at managing multiple accounts simultaneously
  • Genuine interest in AI, voice technology, or SaaS
  • High ownership mentality, you see a problem and you fix it without waiting to be told

Nice to Have

  • Experience in SaaS, AI, or telecommunications
  • Familiarity with APIs, webhooks, or integration workflows
  • Previous experience running product demos or onboarding sessions
  • Background in a high-growth startup

Skills

SaaSAIVoice TechnologyAPIsWebhooksProduct DemosOnboardingCustomer Support Tools
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