Customer Success Agent – B2B

Location: Philippines | Full-time | Experience: 1–3 years

Role Overview

We are looking for a tech-savvy B2B Customer Success professional with strong communication, troubleshooting, and relationship-management skills. This is a blended customer-facing role handling chat, email, video calls, and all other approved customer communication channels. The role focuses on customer retention, renewals, onboarding, troubleshooting, and account growth.

Key Responsibilities

• Conduct proactive customer outreach and retention calls.
• Handle basic sales inquiries and identify upsell/account-growth opportunities.
• Conduct customer onboarding and training through video calls.
• Monitor customer health, usage trends, and tickets using Zendesk/CRM.
• Provide remote troubleshooting for software and hardware concerns.
• Build strong customer relationships and support renewals and repeat business.
• Proactively identify customer needs, risks, and opportunities for account growth.

Qualifications

• 1–3 years B2B Customer Success experience, preferably with software/hardware troubleshooting, retention, renewals, and account growth.
• Proven ability to drive customer retention and repeat business.
• Strong written and verbal communication skills; fluent English.
• Experience with CRM/ticketing platforms; Zendesk experience is an advantage, although experience with comparable systems may be considered.
• Strong analytical, problem-solving, and interpersonal skills.
• High emotional intelligence and a proactive, business-oriented mindset.
• Tech-savvy and comfortable troubleshooting software and hardware remotely.

This role is ideal for someone who can go beyond reactive support, proactively engaging customers across multiple channels, identifying opportunities to retain accounts, and contributing to customer growth.