ZipRecruiter

Log In

1

Customer Success Agent Jobs in Santa Rosa, CA (NOW HIRING)

PLACE

Luxury Real Estate Agent

Napa, CA · On-site

$125K - $225K/yr

We are committed to helping you achieve outstanding success. As a Luxury Agent at EO&A, you will ... Proficient in CRM software and real estate marketing tools * Self-motivated with a strong work ...

PLACE

Inside Sales Agent

Napa, CA · On-site

$60K - $115K/yr

Keep accurate records of all interactions and outcomes in the CRM system * Collaborate closely with ... Our clients have success because we invest in our people. When committed individuals have the ...

previous pagenext page

Showing results 21-40

All JobsCustomer Success Agent JobsCustomer Success Agent Jobs in Santa Rosa, CA

Customer Success Agent information

See Santa Rosa, CA salary details

$10

$19

$29

How much do customer success agent jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for customer success agent in Santa Rosa, CA is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $16.30 and $21.83 per hour, depending on experience, location, and employer.

What are some common challenges customer success agents face when managing multiple client accounts?

Customer Success Agents often juggle several client accounts simultaneously, which can make prioritization and time management challenging. Balancing the needs of high-touch clients with those requiring less frequent support, while ensuring all receive timely and personalized attention, is a common hurdle. Additionally, agents must stay up-to-date on product updates and proactively identify potential issues before they escalate, requiring strong organizational skills and clear communication with both clients and internal teams. Regular training and robust CRM tools can help streamline these tasks and improve client satisfaction.

What is the difference between Customer Success Agent vs Customer Support Specialist?

AspectCustomer Success AgentCustomer Support Specialist
Primary FocusProactively ensures customer satisfaction and long-term successReactively resolves immediate customer issues and inquiries
Work EnvironmentCustomer success teams, account management, ongoing client engagementHelp desks, support centers, troubleshooting
Required SkillsCommunication, relationship management, product knowledgeProblem-solving, technical troubleshooting, communication
Common UsageTech companies, SaaS, subscription servicesRetail, telecom, software support

While both roles involve customer interaction, Customer Success Agents focus on building long-term relationships and ensuring customer retention, whereas Customer Support Specialists handle immediate issues and technical problems. Understanding these differences helps in choosing the right career path or job search focus.

What is a customer success agent?

Customer Success Agents are professionals who work closely with customers to ensure they have a positive experience with a company's products or services. Their main role is to help customers achieve their desired outcomes by providing guidance, troubleshooting issues, and offering support throughout the customer journey. They proactively address customer needs, foster long-term relationships, and often act as a bridge between the customer and other teams within the company. By doing so, they help increase customer satisfaction, retention, and loyalty.

What are the key skills and qualifications needed to thrive as a customer success agent?

To thrive as a Customer Success Agent, you need strong communication skills, problem-solving abilities, and a foundational understanding of customer relationship management, often supported by a bachelor's degree or relevant experience. Familiarity with CRM software like Salesforce or Zendesk, along with knowledge of ticketing and support platforms, is typically required. Empathy, patience, and active listening are crucial soft skills for building trust and rapport with customers. These skills ensure customer satisfaction, retention, and effective resolution of issues, directly impacting business success.
What are popular job titles related to Customer Success Agent jobs in Santa Rosa, CA? For Customer Success Agent jobs in Santa Rosa, CA, the most frequently searched job titles are:
What job categories do people searching Customer Success Agent jobs in Santa Rosa, CA look for? The top searched job categories for Customer Success Agent jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Customer Success Agent jobs? Cities near Santa Rosa, CA with the most Customer Success Agent job openings:
Customer Success Agent jobs near you

Insurance Agent (Sales, Customer Service)

Freeway Insurance

Napa, CA • On-site

$50K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Freeway Insurance rating

8.2

Company rating: 8.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

141st of 303 rated insurance

Job description

Pay Range:

$50000 - $110000 / year**

Sign-On Bonus Opportunity of up to $4,000*

Our Perks & Benefits:

  • Unlimited/uncapped commission – your earning potential is in your hands
  • Lucrative incentive sales plans, bonuses and sales contests to recognize your success
  • No cold calling – we provide a high volume of inbound leads and walk in traffic
  • Comprehensive paid training and licensing, plus on-going mentorship and development
  • Recognition-focused culture that celebrates your achievements
  • Comprehensive benefits package including medical, dental, vision and life insurance
  • Paid time off to recharge and maintain a healthy work-life balance
  • Retirement Plan (401k) with company-matched contributions
  • Fitness Reimbursement – up to $15/month for gym memberships
  • Employee Assistance Program – confidential support for personal or professional challenges at no cost
  • Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and even pet insurance

Our Company:

Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States. We have been ranked the #1 Personal Lines Leader by the Insurance Journal for eight consecutive years! With more than 800 retail locations nationwide, we are committed to helping our employees take their careers and income potential to new heights. We are proactively looking for bright, motivated, and goal-oriented individuals who are excited about career advancement. Come Grow With Us!

What You Will Do:

As an Insurance Agent, your primary responsibility will be selling nonstandard auto insurance to new and existing customers. You will also have opportunities to grow your earnings by offering additional products such as homeowners insurance and, when applicable, health insurance. This role gives you the chance to build lasting relationships, expand your expertise, and be rewarded for your success.

  • Drive Growth: Solicit new business while maintaining strong relationships with current customers to achieve or exceed sales production goals.
  • Build Relationships: Proactively connect with customers, understand their needs, and expand business opportunities by offering auto, homeowners, or health insurance solutions.
  • Ensure Accuracy: Maintain accurate records of all transactions, including timely deposits and documentation in the agency management system.
  • Be a Trusted Advisor: Quickly establish rapport with clients and provide expert guidance to help them choose the insurance product that best fits their needs.

The Perfect Match:

  • A Personal Lines or Property and Casualty license (preferred, but not required – we’ll support you in obtaining one)
  • Bilingual skills in English and Spanish (a strong plus)
  • Experience in sales or customer service and a passion for helping people
  • A High School Diploma or GED
  • Strong ability to build customer relationships and earn trust
  • Excellent follow-up, organization, and multi-tasking skills
  • An ambitious, motivated attitude with a desire for growth and advancement
  • Strong written and verbal communication skills

**The pay range disclosed reflects a good faith estimate of total compensation for full-time employees, at time of hire. This compensation package includes base pay, commission, bonuses, and all applicable incentives earned by employees. The pay range may be higher, or lower, based on geographical location. Actual earnings will vary based on individual performance, with the base pay and commission structure aligned to company policies and applicable pay transparency requirements.

As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at employeerelations@confie.com  

Insurance Sales
Insurance Agent
Hiring Immediately
Acceptance Insurance
Freeway Auto Insurance

What Freeway Insurance employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply