Customer Success Representative (CSR)

Posted Yesterday
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Austin, TX, USA
Hybrid
60K-70K Annually
Entry level
HR Tech • Security • Software • Automation
The Role
Provide timely technical support for Belfry’s payroll, accounting, and workforce management platform. Manage inbound tickets, troubleshoot issues within SLAs, train customers, maintain knowledge resources, escalate critical problems, identify trends, and communicate feedback to product and cross-functional teams. The role also supports process improvement, customer retention, advocacy, and expansion while handling complex customer situations with empathy and strong organization.
Summary Generated by Built In
Customer Success Representative (CSR)

Company Snapshot:
Belfry is a venture-backed software company based in NYC on a mission to make our lives safer with the most modern operating system for security guard services companies. Security services are a $50 billion industry in the United States alone, serving to protect individuals and important assets, yet the industry has lacked intuitive, modern software for effective management of security workforce and operations.

Role Overview:
We are seeking a dynamic and versatile individual to join our fast-growing team as a Customer Success Representative, with a focus on providing payroll and/or accounting related customer support. This role will play a pivotal part in both establishing and executing on processes to ensure maximal client retention, advocacy, and expansion.

What You'll Own:
Your primary responsibility is to ensure that our customers get timely and accurate technical assistance with questions or any issues they encounter with the Belfry platform. To do so, you will:

  • Manage inbound tickets, troubleshoot issues, and resolve requests within SLA.

  • Provide guidance and training on Belfry’s payroll, accounting and workforce management features.

  • Contribute to our knowledge base, tutorials, and FAQs.

  • Escalate critical issues, identify customer trends, and surface feedback to improve the product.

  • Contribute to refining processes that make our support team more efficient and scalable.

  • Act as a customer advocate within the company, gathering feedback, escalating critical issues, identifying trends, and working closely with cross-functional teams to address customer needs

Qualifications:

  • West-coast locality - or ability to work west coast business hours for an extended period of time.

  • Experience in product support or a customer-facing role for B2B SaaS platform.

  • Payroll experience: either supporting a payroll platform (Rippling, ADP, Paychex, Gusto, Quickbooks, etc.) or managing payroll for an organization.

  • Accounting software experience: supporting accounting software such as Quickbooks, Xero, Zoho, Netsuite, etc.)

  • Strong troubleshooting and research skills; being able to use the resources around you to research and solve customer issues.

  • Familiarity with using AI tools with an emphasis on prompt quality.

  • Comfort explaining technical concepts simply.

  • A high level of organization, attention to detail, and the ability to manage multiple priorities proactively and effectively

  • Ability to deescalate difficult customer situations with empathy and strong interpersonal skills.

  • Self-motivated, with a strong sense of ownership and a desire to contribute to the growth and success of a startup

  • Team Player: Ability to work well on a team, collaborate, and receive feedback

  • Pluses:

    • Data analytical skills

    • Experience using support systems (Intercom)

    • Startup experience (Series A / Series B)

Benefits:

  • Competitive salary

  • An incredible team with fantastic experience and track record

  • Equity in a high growth start-up w/ a clear path to significant outcomes

  • Fully covered healthcare, dental, and vision coverage

  • Unlimited PTO (and strong encouragement to use it!) + 11 paid holidays

Exciting challenges lie ahead. Let’s get to work!

Skills Required

  • West Coast locality or ability to work West Coast business hours for an extended period
  • Experience in product support or a customer-facing role for a B2B SaaS platform
  • Experience supporting a payroll platform such as Rippling, ADP, Paychex, Gusto, or QuickBooks, or managing organizational payroll
  • Experience supporting or using accounting software such as QuickBooks, Xero, Zoho, or NetSuite
  • Strong troubleshooting and research skills
  • Familiarity with AI tools, particularly prompt quality
  • Ability to explain technical concepts simply
  • Strong organization and attention to detail, with the ability to manage multiple priorities
  • Ability to de-escalate difficult customer situations with empathy and strong interpersonal skills
  • Self-motivation, ownership, and interest in contributing to startup growth
  • Ability to collaborate effectively on a team and receive feedback
  • Data analytical skills
  • Experience using support systems such as Intercom
  • Startup experience, particularly Series A or Series B
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The Company
56 Employees
Year Founded: 2022

What We Do

Belfry provides an all-in-one operating platform purpose-built for security guard services companies. Its software supports scheduling, dispatch, billing, compliance, workforce management, and reporting, helping operators manage staff, automate workflows, improve officer accountability, and gain visibility into day-to-day operations. The platform also streamlines invoicing, payments, profitability tracking, payroll preparation, and multi-state compliance, so they can run leaner, grow faster, and serve clients more effectively.

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