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Customer Success Representative I (West Coast)

Confidential Client•Agriculture & Food
Entry LevelFull-timeOn-Site$73,309
Idaho
16 Hours Ago

The Customer Success Representative I at Confidential Client is responsible for managing small accounts and supporting sales activities through lead generation, pipeline tracking, and customer engagement. This role involves collaborating with sales, marketing, and distributor teams to drive customer retention, support business development, and enhance the overall customer experience within the foodservice industry.

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Description

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, Sales.

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


What You’ll Do

This entry-level Customer Success Representative role supports small accounts, distributor relationships, and incoming leads to help grow and retain business across the foodservice channel. You will work cross-functionally to ensure customers receive timely support, product guidance, and campaign follow-up.

  • Generate, vet, and qualify digital, distributor, and inbound leads; act as the first point of contact and capture critical customer information.
  • Manage small accounts through pipeline tracking, conversion, and handoff to Sales when appropriate.
  • Maintain accurate customer and operator data in Salesforce and other CRM tools.
  • Drive retention via proactive engagement, post-sale loyalty tactics, and win-back efforts.
  • Identify early churn risks and represent the voice of the customer to help improve the end-to-end experience.
  • Support Sales with pre-call research, insights, presentations, pricing guidance, samples, and menu inspiration.
  • Partner with Marketing on campaigns, field materials, and launches — then follow up to measure impact.
  • Act as a connector across teams to enable aligned, solution-focused execution.
  • Support distributor and operator partnerships with collaboration, training, and education.
  • Provide trade show/foodshow support when needed.

Qualifications

  • 1–2 years of related sales or customer-facing experience (foodservice experience preferred).
  • Comfortable using Microsoft Office Suite and CRM platforms; Canva or other content tools a plus.
  • Strong written and verbal communication skills; ability to influence and negotiate.
  • Demonstrated business acumen and results-oriented mindset.
  • Customer-centric approach and commitment to delivering excellent service.
  • Willingness to travel up to 15% (local with occasional overnight).
  • Bachelor’s degree in Business, Marketing, or related field preferred but not required.

Compensation & Benefits

  • Pay Range (good-faith estimate): $53,640 – $80,450 per year. Actual compensation will depend on factors such as experience, location, and role responsibilities.
  • Industry-competitive benefits may include:
    • Medical, dental, and vision plans
    • Flexible spending accounts and health reimbursement accounts
    • Paid time off and well-being programs
    • 401(k) with company contributions and retirement planning resources
    • Employee stock purchase program and financial wellness support
    • Employee assistance and mental health resources
    • Family-friendly programs and company events

Benefits may vary by location, job role/level, job status, and/or applicable collective bargaining agreements.


Additional Details

  • Employment type: Full time
  • Travel: Up to 15%
  • Anticipated close date: 01/01/2027

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.

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