Customer Success Assistant

Catalogic Software provides data protection and backup solutions, helping organizations safeguard and manage their data across various environments.

We are seeking a highly organized and proactive Customer Success Assistant to join our team!🚀🌟

The ideal candidate will support the Customer Success Manager with tasks related to managing renewals and handling existing customer accounts. This role requires excellent communication skills, attention to detail, and the ability to manage multiple tasks efficiently.

Key Responsibilities:

1.    Assist with Renewals:

• Prepare and generate quotes using Dynamics.
• Deliver quotes to procurement contacts and follow up regarding questions.
• Provide multiple quotes for the same renewal via resellers when requested.
• Assist with contract reviews, SLA changes, providing redacted invoices, and other miscellaneous tasks as necessary.
• Support the booking of orders in Dynamics by generating Sales Orders.
• Help generate and send license keys for subscription renewals, log keys, and close cases.

2.    Support Existing Customers:

• Assist in scheduling and participating in periodic calls with customers and respond to email requests regarding issues, keys, upgrades, support accounts, and literature.
• Support the entire sales lifecycle, including quoting, negotiating, and procurement.
• Assist in booking opportunities in Dynamics, generating Sales Orders, adding parts, and managing license key support cases.
• Help with customer success emails and other communications like surveys to understand the existing customer state of mind and communicate insights/concerns to management for resolution.

3.    Support Business Booking for Other Representatives:

• Review opportunity entries and correct missing information, including financial contacts, etc.
• Assist in generating Sales Orders, license keys, logging information in Dynamics, and sending to customers.
• Support the management of support cases attached to all keys to ensure everything is sent and closed.

4.    Customer Service Responsibilities:

• Schedule calls with customers and coordinate with the support team to ensure customer success.
• Help with customer success emails and surveys to ensure customer satisfaction and gather feedback.
• Collaborate with the support team to identify existing customer issues.
• Get involved and assist with various tasks as needed to support overall customer success. 

Required Skills and Qualifications:

• Professional proficiency in English (C1 level) is a must
• Proficiency in Microsoft Dynamics or similar CRM systems.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Attention to detail and problem-solving skills.
• Ability to work independently and as part of a team.
• Experience in customer service or sales support is preferred.
• Adaptability to changing priorities.
• Customer-centric mindset.

What we are offering:

• All necessary equipment such as laptop, additional monitor, and accessories
• Individual career path and professional development initiatives
• Continuous performance feedback and end-year performance review
• Remote work and flexible work hours (we're fine with breaks in the middle of the day);
• Set of non-salary benefits (Medicover, MultiSport, life insurance, referral program)