Customer Success & Sales Agent

Finitra; New York (NY); On-site; USD 40,000 - 60,000; Full time

Job summary

A customer-focused service firm in New York is looking for a Customer Success & Sales Agent to enhance client relationships throughout their purchase journey. This role involves assisting customers via email, chat, and phone, guiding them through inquiries, and identifying upselling opportunities. The ideal candidate has excellent communication skills, empathy, and a background in customer support or sales, ensuring an exceptional customer experience.

Qualifications

• Fluent in English, additional languages are a plus.
• Previous experience in customer support or sales is preferred.
• Ability to work independently and multitask effectively.

Responsibilities

• Provide personalized assistance to customers via email, chat, and phone.
• Guide clients through inquiries, quotations, and order fulfillment.
• Identify upselling opportunities and support the sales team.

Skills

Fluency in English

Excellent communication skills

Empathy

Commercial awareness

Job description

We are seeking a Customer Success & Sales Agent to build lasting relationships with our clients and support them throughout their purchase journey. This role requires a balance of communication skills, empathy, and commercial awareness to deliver an exceptional customer experience.

Key Responsibilities

• Provide personalized assistance to customers via email, chat, and phone.
• Guide clients through inquiries, quotations, and order fulfillment.
• Maintain detailed knowledge of our collections and materials.
• Identify upselling opportunities and support the sales team in closing deals.
• Collect and share customer feedback to enhance the overall service experience.

Qualifications

• Fluency in English (additional languages are a plus).
• Excellent written and verbal communication skills.
• Previous experience in customer support or sales preferred.
• High degree of professionalism, empathy, and reliability.
• Ability to work independently and manage multiple interactions simultaneously.