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Customer Account Representative (Hybrid)

Description

The position:

The Customer Services team incorporates both sales and support to execute growth, retention and renewals strategy for our customers. They are responsible for managing renewals, handling basic level support and onboarding new customers. Customer services team members take ownership and maintenance of all renewal opportunities, negotiation, generate upsell/cross sell opportunities, engage internal resources, handling new customer sales and basic support level tasks. 

The Customer Account Representative is accountable for the contract renewal of our customers and upsell opportunities of our customer base and assisting with any customer service issues related to their accounts. This role is focused on maintaining our base of customers while building relationships with new customers. You will be measured on teams retention of existing customers and meeting their customer support needs.

What you’ll do:

  • Maintaining Current Customer base: Managing portal for customers to ensure new leads, renewals and upsell opportunities are supported through our self serve portal.
  • Fielding Questions: You are a key resource for the organization as it relates to all things Pipl. You are a resource for our customers and our internal stakeholders who may need technical support or an extra set of eyes on an issue.
  • Vetting: Understanding of our use cases to ensure all customers meet our permissible use policy.
  • Product Knowledge: Understanding company’s product packages to be able to support customer inquiries.
  • Analyze: You will be able to analyze data to better understand potential risks, concerns and outcomes of approving potential customers.
  • Customer Satisfaction: Supporting, creating and implementing customer satisfaction surveys and presenting those discoveries to key stakeholders.
  • Knowledge base: Developing and documenting knowledge into helpful content to create workflows and knowledge library to support onboarding of additional representatives and support the sales department.
  • Usage Alerts: Monitoring and following up on customer alerts to proactively/reactively educate customers and deliver reporting of usage on accounts.
  • Ticketing System: you’ll be responsible for the escalation process, as well as tracking and reporting performance metrics in alignment with department goals, including SLA’s like ticket response times, ticket loads, and customer satisfaction.

Requirements

You are:

  • Bachelor’s degree in business or related field, or equivalent CS experience.
  • A curiosity to learn our customers’ business problems and use cases.
  • Exceptional attention to detail with strong organizational and prioritization skills.
  • The ability to manage multiple projects simultaneously.
  • Considerable interpersonal skills are mandatory, including the ability to establish and maintain effective working relationships with others.

Working at PIPL
None

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Account Representative (Hybrid), Pipl

Are you ready to take your customer service skills to the next level? If so, the Customer Account Representative position at PIPL is the perfect opportunity for you! In this hybrid role, you'll be part of a dynamic Customer Services team that aims to drive growth, retention, and renewals for our valued customers. You will play a crucial role in managing renewals and onboarding new accounts while handling basic customer support. Your passion for building relationships and problem-solving will shine as you take ownership of renewal opportunities, negotiate terms, identify upsell and cross-sell possibilities, and engage with internal resources to ensure customer satisfaction. Your ability to analyze customer data will help in identifying risks and enhancing our service quality. Plus, you'll share your insights with stakeholders to improve their experiences. We value continuous improvement, so you'll also have the chance to contribute to our knowledge base by creating helpful content and workflows. PIPL prides itself on having a collaborative culture, and we believe that exceptional customer service is key to our success. If you are detail-oriented, organized, and ready to help bridge the gap between our company and our customers, this is the perfect position for you. Join us at PIPL and help create lasting relationships with our customer base while ensuring they have the best experience possible!

Frequently Asked Questions (FAQs) for Customer Account Representative (Hybrid) Role at Pipl
What are the main responsibilities of a Customer Account Representative at PIPL?

As a Customer Account Representative at PIPL, your main responsibilities include managing renewals, onboarding new customers, providing basic customer support, and identifying upsell opportunities. You will also be responsible for fielding customer inquiries, analyzing data related to customer interactions, and developing workflows to assist both customers and internal teams.

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What qualifications are required for the Customer Account Representative position at PIPL?

To be successful as a Customer Account Representative at PIPL, candidates should possess a Bachelor’s degree in business or a related field, or have equivalent customer service experience. You should have a curious mindset to understand customer needs, strong organizational skills, and excellent interpersonal abilities to build relationships effectively.

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How does PIPL measure success for the Customer Account Representative role?

At PIPL, success for a Customer Account Representative is measured based on the retention rates of existing customers, the efficiency of handling customer support inquiries, and the accuracy of data analysis for upselling opportunities. Metrics related to customer satisfaction surveys and ticket response times are also key performance indicators.

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What does the onboarding process look like for a new Customer Account Representative at PIPL?

Once you join PIPL as a Customer Account Representative, you can expect a thorough onboarding process that includes training on our products, customer service protocols, and best practices for managing customer relationships. You'll also be introduced to our internal systems to ensure you are well-prepared to support our customers effectively.

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How does a Customer Account Representative contribute to customer satisfaction at PIPL?

A Customer Account Representative at PIPL contributes to customer satisfaction by actively engaging with customers, addressing their inquiries and concerns promptly, and implementing strategies based on feedback from customer satisfaction surveys. Your role is key to creating an excellent customer experience and fostering long-term relationships.

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Common Interview Questions for Customer Account Representative (Hybrid)
Can you describe your experience with managing customer accounts?

In answering this question, highlight past roles where you have managed customer accounts, detailing your key responsibilities and successes. Discuss specific strategies you implemented to improve customer satisfaction and retention, and ensure to connect your experiences to how they would benefit PIPL.

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How do you handle difficult customers?

When addressing this question, provide examples of past experiences where you handled difficult customers effectively. Emphasize your approach to empathizing with their concerns, actively listening, and finding solutions that resulted in customer satisfaction, reinforcing how these skills will translate to the Customer Account Representative position at PIPL.

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What strategies do you use to prioritize tasks in a fast-paced environment?

To answer this question effectively, outline your method for prioritization, such as assessing task urgency and importance. Share specific tools or techniques you use, such as project management software or time-blocking strategies, to ensure you meet customer needs while managing multiple projects efficiently as a Customer Account Representative.

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What do you know about PIPL's products and services?

Research and familiarize yourself with PIPL’s offerings prior to the interview. Discuss how your understanding of their products and services can help you provide better customer service, demonstrating your proactive approach and commitment to enabling customer satisfaction in the Customer Account Representative role.

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How would you approach upselling to existing customers?

In your response, detail your approach to upselling, focusing on understanding the customer's needs and identifying the right opportunities. Explain how listening carefully to their feedback will help you suggest relevant products or services that enhance their experience, directly connecting this skill to the Customer Account Representative role at PIPL.

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How do you ensure clear communication with both customers and internal teams?

Highlight the importance of clear communication skills in your response. Discuss strategies like regular updates, summarizing conversations for clarity, and using collaborative tools to share information with both customers and your colleagues at PIPL to ensure everyone is informed.

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What steps do you take to analyze customer data effectively?

When answering this question, explain your analytical approach to customer data. Mention specific metrics you track, tools you use for analysis, and how you utilize the findings to anticipate customer needs or risks while ensuring compliance with PIPL’s policies.

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Can you give an example of how you improved a process in a previous job?

Provide a specific example where you identified a bottleneck or inefficiency in a process. Detail the steps you took to address the issue and the positive outcome it had on customer satisfaction or operational efficiency, demonstrating your value as a potential Customer Account Representative at PIPL.

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How would you approach creating a knowledge base for the team?

Discuss your experience in creating and documenting helpful content. Explain the importance of a well-organized knowledge base for onboarding new team members and supporting customer inquiries, showcasing how you would approach this task in the Customer Account Representative position at PIPL.

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What motivates you to provide excellent customer service?

In your response, share your personal passion for helping others and highlight any experiences that reinforced this motivation. Explain how your commitment to delivering exceptional customer service aligns with PIPL's values and contributes to the overall success of the team.

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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 3, 2025

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