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Client Success Representative Jobs (NOW HIRING)

Plat AI

Client Success Representative

Glendale, CA · On-site

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.

UniFirst

Client Success Representative

Saginaw, MI · On-site

Customer Development Representative UniFirst is seeking a motivated, self-driven individual for a Customer Development Representative position to increase sales within existing customer accounts in a ...

UniFirst

Client Success Representative

South Bend, IN · On-site

Customer Development Representative UniFirst is seeking a motivated, self-driven individual for a Customer Development Representative position to increase sales within existing customer accounts in a ...

UniFirst

Client Success Representative

Marion, TX · On-site

Customer Development Representative UniFirst is seeking a motivated, self-driven individual for a Customer Development Representative position to increase sales within existing customer accounts in a ...

UniFirst

Client Success Representative

Jackson, MI · On-site

Customer Development Representative UniFirst is seeking a motivated, self-driven individual for a Customer Development Representative position to increase sales within existing customer accounts in a ...

AboutTime

Customer Success Representative

Payson, UT · On-site

What are the key priorities of a Client Success Representative A WorkMax Client Success Representative corresponds with existing customers, proactively reaches out to customers that could be at risk ...

AboutTime

Customer Success Representative

Payson, UT · On-site

What are the key priorities of a Client Success Representative A WorkMax Client Success Representative corresponds with existing customers, proactively reaches out to customers that could be at risk ...

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How much do client success representative jobs pay per hour?

As of Jul 16, 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.

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.

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 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:
What job categories do people searching Client Success Representative jobs look for? The top searched job categories for Client Success Representative jobs are:
Client Success Representative jobs near you
Infographic showing various Client Success Representative job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $50,369 per year, or $24.2 per hour.

Client Success Representative

Plat AI

Glendale, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

About Plat.ai

Plat.ai builds an AI-driven loan origination platform that powers home-improvement financing for banks and specialty lenders. Our team blends deep lending knowledge with modern cloud engineering to deliver fast credit decisions, clear analytics, and a secure borrower experience.


Role Summary

You will be the daily voice of Plat.ai for each LOS client. From the first support ticket to post-release feedback, you will own client satisfaction, keep requests clear, and guide user-acceptance testing so the product team can ship the right features on time.

Key Responsibilities

  • Relationship & Communication:
    • Serve as the single point of contact through Slack, email, and scheduled calls.
    • Provide concise status updates and escalate blockers within one business day.
  • Request Intake & Ticket Creation:
    • Log every new client request in the SUP Service Desk.
    • Tag urgency and business value, then clone or link the ticket to the LOS project when development is needed.
    • Confirm each request has business context and draft acceptance criteria before handing it to the Product Manager.
  • UAT Coordination:
    • Plan and run user-acceptance test cycles.
    • Prepare demo environments and test data, walk clients through scripts, collect sign-off, and record issues for triage.
  • Release & Feedback Loop:
    • Draft client-specific release notes and a short demo video each sprint.
    • Gather feedback and channel it back to the Product Manager.
  • Configuration & Documentation:
    • Keep client rate sheets, email templates, contact lists, and status dashboards current in Confluence.


Ownership & Boundaries

You own client satisfaction, UAT readiness, and the clarity of inbound requests. Roadmap prioritization, ticket grooming, and technical specifications remain with the Product Manager and Solution Engineer.


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.
  • Experience with Jira (or similar ticketing tools) and Confluence.
  • Clear written and spoken English; able to explain technical topics to non-technical users.
  • Strong organization skills and a follow-through mindset.
  • Comfort working across time zones and juggling multiple clients.

Nice-to-Have

  • Background in home-improvement financing or consumer lending.
  • Basic SQL or data-query skills for ad-hoc troubleshooting.
  • Experience recording quick demo videos (Loom or similar).


Compensation and Benefits

  • Competitive salary and performance bonus
  • Medical, dental, and vision coverage
  • 401(k) with company match
  • Paid time off plus holidays
  • Quarterly learning stipend
  • Monthly gym membership support
  • Modern office in central Glendale, stocked kitchen, and regular team lunches
  • Additional perks as we keep expanding our benefits program


Apply