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Customer Success Intern



Customer Service, Sales & Business Development
Tijuana, Baja California, Mexico
Posted on Wednesday, September 13, 2023

We are looking for an energetic Customer Success Intern to support our Customer Success team. The Customer Success team has the function of being the bridge between ProducePay internal departments and the multi-product qualifying “Seller” category customers. This team has the important mission of generating an Account Plan for each customer, with the full knowledge of their goals, their needs, and also Produce Pay priorities.

The Customer Success Intern will work closely with our Customer Success Managers to review documentation essential for transactions, create and manage spreadsheets to group information valuable through the team and other teams in ProducePay, effectively communicate Internal needs to customers and other departments in the company.

A successful intern will be proactive on the daily task and an excellent communicator of the internal needs to other team members.

Responsibilities & Duties

  • Supports welcoming new Marketplace members to our platform, show them how to use the financial and Marketplace platform, the formats, and languages we need them to use in their shipment documentation, the reports we can share with them, and the ones ProducePay will need from them to deliver the best service.
  • Helps with processing strategic commercial programs, adding value to the relationship by delivering excellence in customer service, ensuring internal collaboration.
  • Supports the CSM team Setting a Plan of action for the Client Portfolio with specific actions and tracking to achieve a Successful Customer Experience composed of these 5 pillars: Successful funding, activation, up-selling, cross-selling, and renewal.
  • Helps the CSM team perform as a liaison between the client and departments within the company to convey information, ensure understanding, and make certain every subsequent step in the funding and/or activation process gets done in an accurate, timely manner.
  • Supports the CSM team Monitoring the client’s accomplishment, forecast fulfillment, use of proceeds, field state, sales report, and payment details.
  • Helps the CSM team Providing progress reports, account statements, liquidation details, wire details, and others reports requested by clients and upper management.
  • Knows when to communicate the client's needs and complaints to the CSM team at every time.
  • Currently enrolled in a relevant degree program (e.g Bachelor's degree in finance, accounting, business, economics) or recently graduated.
  • Willingness to learn and take on new challenges
  • Ability to solve problems independently
  • Proficiency with Google Drive & Microsoft Excel. Power BI, CRM (Salesforce) and Slack would be nice to have.
  • Any CRM experience will be helpful
  • Effective communication skills both in-person and email
  • Bilingual: English and Spanish
  • Strong soft skills set: Ownership, Adaptability, Communication, Creative thinking, Work ethic, Teamwork, Time management, Problem-solving, Critical thinking, Conflict resolution, Negotiation
  • Residence in Tijuana