Customer Success Representative

Brite; Town of Victor (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Brite is seeking a Customer Success Representative to build and maintain relationships with managed IT clients. The CSR communicates outages, monitors technology standards, service desk metrics, and hardware health, presenting findings with clients.

Candidates should understand Windows Server, Firewalls, Microsoft 365, and Azure. A technical background or prior engineer experience is a plus for this role at Brite.

Qualifications

• Bachelor's degree preferred in IT or related field.
• Knowledge of PSA, RMM and MSP tools is desirable.
• IT certifications are a plus (A+, Security+, Microsoft).

Responsibilities

• Analyze past service tickets and alerts for improvements.
• Schedule monthly reviews with clients to review reports and helpdesk statistics.
• Create service tickets or opportunities and assign to NOC or STC.
• Update and maintain accurate details in documentation center.
• Attend weekly service meetings and vendor certification programs.

Skills

Windows Server

Azure

Microsoft 365

Firewalls

Documentation

Communication

Vendor coordination

Education

Bachelor's degree preferred

Tools

PSA

RMM

MSP Tools

Job description

Job Summary

The Customer Success Representative (CSR) position will be responsible developing and maintaining a successful relationship for their assigned Clients. The CSR is the face of Brite for our managed IT Clients and is required to be forward thinking, confident, well organized and can handle difficult conversations, such as communicating reactive outages. The daily duties of CSR’s are to ensure technology standards, service desk metrics and hardware health are being implemented, and any costs and budgets are being reviewed on a recurring basis. The CSR will be using leading software to track their customers’ progress and are expected to present findings with clients virtually and in person, on a recurring basis until the risks of their organization are completed. Additionally, since there is a technical foundation, CSRs should have a technical understanding of Windows Servers, Firewalls (SonicWALL's, Palo Alto, Meraki, etc.), Microsoft 365, and Azure. A plus if previously worked as a technical resource or engineer. Additional work of a CSR will require account and user true ups, contract & warranty expiration renewal, and hardware quoting.

Job Summary

The Customer Success Representative (CSR) position will be responsible developing and maintaining a successful relationship for their assigned Clients. The CSR is the face of Brite for our managed IT Clients and is required to be forward thinking, confident, well organized and can handle difficult conversations, such as communicating reactive outages. The daily duties of CSR’s are to ensure technology standards, service desk metrics and hardware health are being implemented, and any costs and budgets are being reviewed on a recurring basis. The CSR will be using leading software to track their customers’ progress and are expected to present findings with clients virtually and in person, on a recurring basis until the risks of their organization are completed. Additionally, since there is a technical foundation, CSRs should have a technical understanding of Windows Servers, Firewalls (SonicWALL's, Palo Alto, Meraki, etc.), Microsoft 365, and Azure. A plus if previously worked as a technical resource or engineer. Additional work of a CSR will require account and user true ups, contract & warranty expiration renewal, and hardware quoting.

ESSENTIAL FUNCTIONS

• Responsible for analyzing past service tickets and alerts for your assigned customers and determining whether improvements need to be made.
• Schedule monthly reviews with clients to review reports and helpdesk statistics.
• Create service tickets or opportunities and assign to either the NOC or STC
• Analyzing compliance for Windows patching
• Identifying gaps or improvements needed for networks, server hardware & operating systems, Microsoft 365, Azure, and cybersecurity.
• Meet with STCs, Customer Success Manager, Service Delivery Managers, & Account Managers to communicate findings for outstanding client issues.
• Create tickets for the NOC team to handle remediation of issues identified during analysis.
• Update and maintain accurate details in documentation center.
• Prepare for and attend weekly service meetings, daily huddle meetings and regularly scheduled Standards & Alignment meetings.
• Consistent with follow through on findings to ensure issues are being completed or recommended.
• Create service tickets to address client issues and following established procedures for service ticket followup and escalation when necessary.
• Attend company sponsored service and product training events.
• Participate in vendor certification programs.

OTHER DUTIES

• Accomplishes all other duties and tasks as appropriately assigned.

EDUCATION & EXPERIENCE

• Strong background in Information Technology with high level of detail, organization, and communication skills.
• Bachelor’s degree preferred.
• Knowledge in PSA, RMM, and other MSP Tools.
• IT certifications preferred (A+, Server+, Security+, Microsoft)
• Minimum of 2 years of experience as a Systems Administrator, IT Manager or in service delivery or an equivalent combination of education and experience sufficient to successfully perform the essential duties.

KNOWLEDGE, SKILLS & ABILITIES

• Must have an understanding with Microsoft 365, Azure, Windows Servers, installing and maintaining computer hardware, operating systems, networks, and software applications in a business setting.
• Ability to adapt changes in Customer behavior due to outstanding issues.
• Ability to teach others.
• Strong and formal written and verbal communication skills.
• Ability to handle stressful situations in a congenial manner.
• Excellent organization and administrative skills.
• Ability to plan and prioritize to achieve a defined objective.
• Ability to review processes and recommend changes through a change management process.
• Attention to detail.
• Ability to audit and find technical discrepancies.
• Ability to work independently or as a team.