Associate

Jobtailor; Decatur (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Jobtailor is seeking a Customer Success/Accounts Associate to provide timely, professional customer service and act as the primary contact for key clients in the Dallas-Fort Worth area.

You will own escalations, deliver customized solutions, and drive platform adoption while collaborating with internal teams and resellers to meet KPIs and revenue goals.

Qualifications

• High School Diploma or equivalent.
• 1+ year of customer-facing experience, with increasing responsibility.
• 2+ years of general computer usage, including web-based applications and Microsoft Office or related tools.
• Experience using a CRM system, such as Salesforce or equivalent, preferred.

Responsibilities

• Provide timely professional customer service by responding to inbound client calls and inquiries.
• Resolve issues or route requests appropriately.
• Own escalated customer service issues and deliver customized solutions.
• Support clients through system walkthroughs, guidance, and best-practice recommendations.
• Drive platform adoption and value realization.

Skills

Customer Service

CRM System Experience

Complex Problem Resolution

Communication Skills

SaaS Business Model Experience

Education

Bachelor’s degree or equivalent work experience

Tools

Salesforce

CRM Systems

Microsoft Office

Job description

• Provide timely professional customer service by responding to inbound client calls and inquiries
• Resolve issues or route requests appropriately
• Serve as a primary point of contact for assigned or key clients
• Own escalated customer service issues and deliver customized solutions
• Support clients through system walkthroughs, tailored guidance, and best-practice recommendations
• Drive platform adoption and value realization
• Independently resolve complex customer issues
• Collaborate with cross-functional internal teams, peers, partners, and resellers
• Prepare and deliver client-facing reports, presentations, and demonstrations
• Communicate platform features, benefits, updates, and measurable outcomes
• Identify appropriate upsell and cross-sell opportunities to support revenue generation and retention
• Lead or support special projects and cross-functional initiatives
• Mentor and support other Associates
• Perform other related job functions as assigned

Requirements

• High School Diploma or equivalent
• 1+ year of customer-facing experience, with increasing responsibility as proficiency grows
• Excellent verbal and written communication skills
• 2+ years of general computer usage, including web-based applications and Microsoft Office or related tools
• Strong customer service and relationship-management skills
• Ability to manage escalations and deliver customized solutions
• Ability to independently assess and resolve complex customer scenarios using sound judgment and critical thinking
• Bachelor’s degree or equivalent work experience preferred
• Experience in customer service, account management, or sales environments, including KPIs, quotas, or structured pre-/post-client activities preferred
• Experience using a CRM system, such as Salesforce or equivalent, preferred
• Experience working in a SaaS business model preferred
• Experience in the oil, gas, or energy industry preferred
• Must be willing to relocate to the Dallas-Fort Worth area before the start date
• Must be willing to work Monday-Friday, various shifts between 7:00 AM and 5:30 PM CT
• No employment visa sponsorship is available
• Applicants may be subject to a background check
• Employees must be able to perform essential functions with or without reasonable accommodations

Core Competencies

Demonstrates strong customer service and relationship management skills, with the ability to independently resolve complex customer issues and deliver customized solutions. Proficient in using CRM systems and web-based applications to drive platform adoption and support revenue generation.

Highest-signal resume keywords

• Customer Service
• CRM System Experience
• Complex Problem Resolution
• Communication Skills
• SaaS Business Model Experience

ATS Optimization Keywords

Hard Skills

• Customer Service
• Account Management
• Sales Experience
• KPI Management
• Web-Based Applications
• Microsoft Office
• Critical Thinking
• Escalation Management
• Solution Delivery
• Presentation Skills

Soft Skills

• Verbal Communication
• Written Communication
• Relationship Management
• Mentoring
• Collaboration

Industry Keywords

• Oil Industry
• Gas Industry
• Energy Industry
• SaaS

Tools & Technologies

• Salesforce
• CRM Systems
• Microsoft Office