Customer Success

What you’ll be doing

As a Client Services Representative you will play a key role in the business – successfully assisting Sales and Account Management in onboarding and managing expectations for new customers. You’re working with customers that have just decided to invest in modernizing their business with Useful – you are creating and provisioning their account and gathering and uploading their employee, customer, job, materials and pricing data. You’re making sure their iPads and iPhones are installed with the Useful app, have the right user settings, and are ready for training. Throughout, you’re in lock step with the Sales Executive and Account Manager to ensure customer expectations are exceeded and that their experience with our team and our software is unmatched.

A little more about the responsibilities

  • You’ll know our product inside and out and will be able to address issues that customers may run into.

  • You’ll be responsible for accurately loading account information into the software.

  • You’ll prep, test and package the product prior to shipment.

  • You kind of love spreadsheets and all their insight and dashboard glory.

  • You look for red flags to communicate to your team and proactively address customers.

  • You’re regularly surfacing ideas to your manager that help make our process even leaner and our experience even better.

About you

  • You pay attention to detail and care about presenting the best experience possible to our customers.

  • You’ll make Useful something that our customers want to tell others about.

  • This space is constantly evolving and we want people that can keep up but also thrive in a fast-changing environment.

  • Salesforce or specific account management software experience a plus.

  • Previous experience in customer-facing roles and a good track-record of upselling is a plus (e.g. sales, account management, etc.).

  • BA/BS, business emphasis preferred.

Account Manager

What you’ll be doing

As an Account Manager, you’re the quarterback, playing one of the most critical roles in the business – successfully on boarding our clients. The fancy name for this process is Account Customization and Deployment, but it really is what it says. You’re making sure their iPads and iPhones are installed with the Useful app, have the right user settings, and are ready for training. Useful is so easy to learn, it practically trains users itself. But you’re still never more than a phone call, email, or live chat away from helping executive, production, and front-line employee customers become Useful experts. Throughout this process, you’re in lock step with the sales executive on the deal to ensure customer expectations are exceeded and that their experience with you - and Useful - is unmatched.

A little more about the responsibilities

  • You’ll know our product inside and out and have training users down to a science.

  • You’ll schedule and manage regular check-ins with several customers.

  • You’ll work with customers ranging from local landscaping companies to multi-regional construction powerhouses.

  • You kind of love spreadsheets and all their insight and dashboard glory.

  • You spot red flags with your accounts and course correct quickly.

  • You’re a GREAT listener and you act on your customers’ needs.

  • You regularly surface ideas to your manager that help make our process even leaner and our experience even better.

About you

  • You’re a customer-first person through and through. You stop at nothing to resolve issues and answer questions.

  • You’ll make Useful something that our customers want to tell others about.

  • This space is constantly evolving and we want people that can keep up but also thrive in a fast-changing environment.

  • Salesforce or specific account management software experience is a plus.

  • Previous experience in customer-facing roles and a good track-record of upselling is a plus (e.g. sales, account management, etc.).

  • BA/BS, business emphasis preferred.