About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

The Customer Success Representative will manage and grow a portfolio of eCommerce and remote safety-service customers on behalf of our Confidential Client. This is a high-impact, customer-facing role focused on account retention, recurring billing accuracy, order fulfillment coordination, and thoughtful business development of your book of business.

• Deliver high-touch engagement that builds customer loyalty and drives repeat sales.
• Proactively manage assigned accounts via outbound phone, email, and virtual meetings.
• Track all account activity and opportunities in CRM tools.
• Conduct outbound sales and upsell outreach to increase account penetration and introduce product lines.
• Onboard new customer sites to digital platforms (eCommerce store and subscription services).
• Manage recurring and order-based billing, invoicing and credits via ERP; meet monthly billing deadlines.
• Coordinate order fulfillment with Purchasing and Warehouse teams to ensure timely shipment.
• Schedule and coordinate subcontractor installs and services; keep customers and internal teams informed.
• Source items from vendors and prepare competitive quotes to grow customer spend.
• Work cross-functionally with Purchasing, Accounts Receivable, and eCommerce teams to resolve issues and improve the ordering experience.
• Monitor ordering trends and recommend improvements to drive sales and reduce friction.
• Support other duties as needed to deliver an excellent customer experience.

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What We're Looking For

• Bachelor’s degree in Business, Communications, or related field required.
• Experience in customer service, billing, and/or entry-level sales.
• Strong attention to detail — particularly with billing, invoicing, and order data.
• Self-starter mentality with strong ownership and follow-through.
• Excellent time management and organization; able to manage multiple priorities independently.
• Familiarity with CRM, ERP, and eCommerce systems (experience with Sage 300, Uptick, WooCommerce preferred).
• Comfortable using Microsoft Outlook, Teams, and Excel.
• Ability to build rapport with B2B customers and support their first aid, safety, and fire protection needs.
• Valid driver’s license and ability to pass a background and drug screening.
• Team player who will go above and beyond to support location and company goals.

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Working Conditions & Physical Requirements

• Remote-first role with US-based work requirement; occasional travel to the Houston, TX area may be required.
• Prolonged periods sitting, phone and virtual meetings, and computer use.
• Ability to lift up to 15–20 pounds routinely; occasional heavier lifting up to 75 pounds.
• May require climbing ladders or using a man-lift safely.
• Must be able to operate a motor vehicle when travel is needed.

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Compensation & Schedule

• Employment Type: Full-time.
• Base salary: $55,000–$65,000 per year (range provided by the Confidential Client).
• Typical schedule: Monday–Friday, 8:00 AM – 5:00 PM CST (may vary based on customer needs).
• Remote-friendly (telecommute) with expectations to support US-based customers and occasionally work from Houston, TX as required.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.