Customer Success Agent

Position Summary:

We are seeking a detail-oriented and proactive Customer Success Agent to support our sales team by organizing, scheduling, and managing meetings with prospective and existing clients. In this role, your primary responsibility is to ensure our salespeople's calendars are consistently filled with well-qualified, timely, and efficiently scheduled meetings. Success in this role directly drives our sales pipeline and customer engagement.

Job Duties:

• Proactively coordinate and schedule sales meetings, demos, and follow-ups for sales representatives.
• Manage scheduling requests via email, phone, CRM tools, and calendar applications.
• Communicate professionally and promptly with prospects and clients to confirm availability and meeting details.
• Optimize meeting routes and schedules for efficiency, taking into account sales team availability and client preferences.
• Maintain accurate and up-to-date records of all scheduled activities in the CRM system.
• Collaborate with the sales team to prioritize high-value opportunities and ensure timely follow-up.
• Provide reminders and pre-meeting briefs to sales reps as needed.
• Resolve scheduling conflicts and troubleshoot appointment issues quickly and professionally.
• Support general customer success and administrative tasks as required.
• All other miscellaneous responsibilities and duties as assigned.

• Strong organizational and time management skills.
• Clear and professional communication skills (written and verbal).
• Proficiency in CRM tools (e.g., HubSpot, Salesforce) and calendar scheduling software (e.g., Google Calendar, Outlook).
• Ability to manage multiple schedules and priorities simultaneously.
• Detail-oriented with a customer-first mindset.
• Comfortable working in a fast-paced environment with minimal supervision.
• High school diploma or equivalent required
• Excellent communication (writing and verbal) and interpersonal skills required
• Basic data entry and retrieval skills required
• Intermediate word processing and basic spreadsheet competence required.

Bonus Structure: Bonus included for this role for meeting team an individual retention metric goals as defined by management.

Join the Bay Alarm Family!

Come start or advance your career at Bay Alarm, the nation's largest independently owned security company. We prioritize internal growth for our employees and offer outstanding promotional opportunities. As a family-owned company we value work life balance. 15% of our employees have been with Bay Alarm for 15 years! Work locally and make a difference in your community at one of our 16 branch locations across California, Arizona, and Washington.

All positions support Bay Alarm in our commitment to being our best at every opportunity, providing the expertise, technology, personalized service and support to keep our customers and their valuables safe.

We offer comprehensive benefits; medical, dental, vision, life insurance, and 401(k) with company match.

Highlights Include:

• Paid Training and a Clearly Defined Career Path
• Alarm System Purchase Plan and Employee Discounts
• Benefits; medical, dental, vision, life insurance, long term disability
• 401(k) with a company match
• Employee Referral Bonus Program
• Flexible Spending Account
• Employee Assistance Program (EAP)
• Education Reimbursement
• Family Scholarship Programs
• Employee Resource Groups
• Community Service Programs

Check out this video to get to know more about Bay Alarm!