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Customer Success Associate

Job in Lehi, Utah County, Utah, 84043, USA
Listing for: Beans.ai
Full Time position
Listed on 2026-01-25
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Mgr./ CSM, Technical Support, Account Manager, HelpDesk/Support
Job Description & How to Apply Below

Overview

Beans Route powers over 6 million deliveries daily across Fed Ex Ground, Papa John’s, and Cook Unity fleets providing route optimization, driver management, and dispatch automation. Our mission is to make last-mile delivery effortless for ISPs and logistics operators worldwide.

Responsibilities

We’re looking for a Enterprise CS Representative to manage 50 active accounts, drive renewals, ensure payment follow-ups, and deliver exceptional product training and weekend support coverage. This is a hands-on role for someone who can multitask, communicate effectively, and deeply understand the operational workflow of delivery businesses.

  • Account Management (Core Function)
    • Own relationships with the key accounts
    • Monitor health metrics (route usage, performance dashboards, NPS).
    • Conduct quarterly business reviews (QBRs) and retention check-ins.
    • Identify upsell/cross-sell opportunities for additional modules.
  • Product Training and Enablement
    • Conduct monthly product training webinars and refreshers for new customers or features.
    • Create and maintain guides, Loom videos, and FAQs for self-service training.
    • Capture customer feedback to guide product improvements.
    • Participate in a 1-day-per-month weekend support cycle to handle urgent tickets or escalations.
    • Ensure smooth coverage transitions with weekday CS staff.
  • Internal Collaboration
    • Partner closely with Sales (for expansions), Support (for escalations), and Product (for feedback).
    • Maintain a high level of product expertise to troubleshoot and coach customers independently.
Qualifications
  • 3 years of experience in SaaS account management or customer success.
  • Excellent written and verbal communication skills.
  • Strong time management able to handle 8-hour workdays with multitasking
  • Experience with CRM tools (Hub Spot, Salesforce, or equivalent).
Work Environment & Expectations
  • Full-time (8-hour workdays) and in office.
  • This is not a “check-in/check-out” role. Success depends on proactive ownership of accounts.
  • Candidates must be comfortable with accountability for renewals, payment hygiene, and customer health.
  • Weekend rotation (one day/month) and monthly live training sessions are mandatory.
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Position Requirements
10+ Years work experience
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