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Client Success Representative Jobs (NOW HIRING)

Client Success Representative

Irvine, CA ยท On-site

$71K - $94K/yr

ABOUT THE ROLE As a Client Success Representative - Escalations , you'll serve as a senior member of our Client Experience team, handling our most complex and high-impact client situations. This role ...

Client Success Representative

Irvine, CA ยท On-site

$71K - $94K/yr

ABOUT THE ROLE As a Client Success Representative - Escalations , you'll serve as a senior member of our Client Experience team, handling our most complex and high-impact client situations. This role ...

ABOUT THE ROLE As a Client Success Representative - Escalations , you'll serve as a senior member of our Client Experience team, handling our most complex and high-impact client situations. This role ...

Qualifications * 3+ years in Client Success, Account Management, or Implementation for a SaaS or FinTech product. * Familiarity with lending workflows, banking compliance, or loan origination systems.

Our Client Success Representative will act as the office location's receptionist greeting our clients and providing administrative assistance to the firm's partners and staff. This role is a key ...

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Client Success Representative information

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How much do client success representative jobs pay per hour?

As of Jun 4, 2026, the average hourly pay for client success representative in the United States is $24.22, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $25.24 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Success Representative, and why are they important?

To thrive as a Client Success Representative, you need strong communication skills, problem-solving abilities, and a background in customer service or account management, often supported by a bachelor's degree. Familiarity with CRM platforms like Salesforce or HubSpot and experience with customer support tools are typically required. Exceptional interpersonal skills, active listening, and a proactive attitude help build lasting client relationships and address concerns effectively. These skills and qualities are crucial for ensuring client satisfaction, retention, and the overall success of both the customer and the company.

How does a Client Success Representative typically collaborate with other departments to address client needs?

Client Success Representatives regularly work with teams such as Sales, Product, and Support to ensure clients receive timely and effective solutions. They may coordinate with Sales to identify upsell opportunities, relay client feedback to Product for feature enhancements, and partner with Support to resolve technical issues. This cross-functional collaboration is essential for delivering a seamless client experience and helps build strong, long-lasting relationships. Being proactive and communicative is key to successfully navigating these interactions.

What is a Client Success Representative?

A Client Success Representative is a professional who ensures customers are satisfied with a company's products or services. They act as a liaison between the client and the company, addressing any issues, answering questions, and helping clients achieve their goals. Their primary focus is on building strong relationships, improving client retention, and supporting clients throughout their journey. By providing ongoing assistance and proactive communication, Client Success Representatives help drive customer loyalty and business growth.

What job makes $10,000 a month without a degree?

A Client Success Representative can potentially earn $10,000 a month through commissions, bonuses, and high-value client accounts, especially in industries like SaaS or sales. Success in this role often depends on strong communication skills, industry knowledge, and performance-based incentives, with some experienced representatives reaching this income level without a formal degree.

What is the difference between Client Success Representative vs Customer Service Representative?

AspectClient Success RepresentativeCustomer Service Representative
Primary FocusBuilding long-term client relationships and ensuring client successHandling immediate customer inquiries and resolving issues
Work EnvironmentProactive engagement, account management, often in B2B settingsReactive support, call centers, retail, or online support
Required SkillsCommunication, relationship management, product knowledgeProblem-solving, communication, product knowledge
Common CertificationsCustomer success certifications, CRM trainingCustomer service certifications, product training

While both roles involve customer interaction, a Client Success Representative focuses on proactive relationship management and ensuring clients achieve their goals, often in a B2B context. In contrast, a Customer Service Representative primarily addresses immediate customer issues and inquiries, typically in retail or call center environments. Understanding these differences helps job seekers identify roles aligned with their skills and career goals.

More about Client Success Representative jobs
What states have the most Client Success Representative jobs? States with the most job openings for Client Success Representative jobs include:
Infographic showing various Client Success Representative job openings in the United States as of May 2026, with employment types broken down into 80% Full Time, 12% Part Time, 1% Temporary, and 7% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $50,369 per year, or $24.2 per hour.
Client Success Representative

Client Success Representative

TaxRise

Irvine, CA โ€ข On-site

$71K - $94K/yr

Other

Posted 9 days ago


Job description

ABOUT THE ROLE

As a Client Success Representative - Escalations, you'll serve as a senior member of our Client Experience team, handling our most complex and high-impact client situations. This role is designed for experienced professionals who excel in critical thinking, problem-solving, and delivering exceptional client outcomes.

You'll play a key role in shaping the customer journey by resolving advanced client concerns, identifying patterns in client feedback, and partnering cross-functionally to improve processes and retention strategies. Your ability to navigate sensitive conversations, build trust, and deliver solutions will directly impact client satisfaction and business performance.

This position is ideal for someone who thrives in a fast-paced environment, enjoys tackling challenging scenarios, and is motivated to elevate both the client experience and internal operations.

We're all about that in-person vibe, so this role is 100% on-site. If you're excited to collaborate side-by-side with a high-performing team, we'd love to meet you.

HOW YOU'LL BE REWARDED

At Tax Rise, Inc., we recognize and reward high performance, ownership, and results.

  • Base Pay: $25.00 - $28.00/hour (full-time, 40 hours/week)
  • Monthly Bonus: $1,600 - $3,000 average earning potential
  • Total Compensation: Approximately $71,000 - $94,000 annually

Highly motivated team members who consistently exceed expectations have the opportunity to maximize earnings within this structure.

WHAT YOU'LL DO
  • Manage and resolve complex client escalations and cancellation requests through our ticketing systems
  • Engage directly with clients to understand concerns, de-escalate situations, and deliver tailored solutions
  • Apply advanced communication and negotiation techniques to retain clients and resolve issues effectively
  • Identify trends in client feedback and provide actionable insights to leadership to improve processes and experience
  • Partner cross-functionally (Sales, Client Care, Operations) to drive seamless resolutions and continuous improvement
  • Maintain detailed and accurate documentation across CRM and internal systems
  • Take ownership of high-priority cases and contribute to elevating team standards
WHAT YOU'LL NEED
  • 3+ years of experience in a call center, client experience, or sales environment
  • Proven experience handling escalated or high-priority client interactions
  • Strong analytical and problem-solving skills with the ability to identify trends and root causes
  • Experience working within CRM systems (Salesforce or similar platforms)
  • Excellent communication, emotional intelligence, and conflict resolution skills
  • High school diploma or GED (or equivalent combination of education and experience)ย