We’re Hiring: Client Success Representative

Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered!

We are currently on the lookout for a Client Success Representative to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role? Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant!

Role: Client Success Representative

Work Arrangement: Hybrid

Location: Colombia - Bogotá

Schedule: Morning Shift

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To succeed in this position, candidates should have natural tenacity and ability to exceed in a performance-driven environment. They will have a passion for providing leading customer service with exceptional communication and problem-solving skills. This role focuses on client engagement, problem resolution, and improving client satisfaction to drive loyalty and long-term success

Key Responsibilities

- Proactively schedule client onboarding calls by confirming availability, coordinating within the scheduling software.
- Guide new clients through the onboarding process, maintaining an in-depth understanding and education of the value and benefits of the company’s products or services.
- Foster strong relationships with clients to promote retention and satisfaction while prioritizing their needs, goals, and challenges.
- Execute personalized strategies directly with clients who are considering leaving the company, addressing client concerns and improving satisfaction.
- Respond promptly to client inquiries, resolve problems, and coordinate with internal teams for swift resolution to anticipate needs and address concerns before they escalate.
- Maintain detailed records of client interactions, resolutions, and outcomes in the CRM system in accordance with company standards.
- Monitor client file activity, payment schedules and feedback to identify at-risk accounts.

Additional / Role-Specific Responsibilities

- Conduct proactive outreach to clients identified as being at risk of cancellation.
- Accept hot transfer calls from sales representatives to schedule onboarding appointments.
- Review client files for completeness and identify missing documentation.




- Participate in department initiatives designed to improve client experience and operational efficiency.
- Crosstrain to provide support across multiple Client Success functions.

Performance & Accountability

- Complete all assigned tasks, follow-up activities, and client outreach within required service-level agreements.
- Maintain departmental targets for onboarding show rate, first payment success, and client engagement.
- Accurately document all client interactions, account updates, and case notes in the CRM immediately following each interaction.
- Maintain quality assurance scores that meet or exceed departmental standards.
- Build trust by maintaining professionalism, accuracy, and timely communication throughout the onboarding process.
- Adhere to scheduled shifts, breaks, lunches, and AUX status requirements.
- Collaborate effectively with Sales, Retention, Client Activation, Compliance, and other internal teams to ensure seamless client experience.
- Staying current on company policies, procedures, and product updates.
- Demonstrate flexibility by supporting new initiatives, special projects, and changing business needs.

Knowledge & Skills

- Professional phone etiquette and customer service skills.
- Ability to remain patient, empathetic, and solution-oriented when assisting clients.
- Customer-first mindset with a focus on client retention and satisfaction.
- Ability to manage multiple client files simultaneously while meeting deadlines.
- Ability to follow established workflows and standard operating procedures.
- Proficiency with CRM systems and client management software.
- Willingness to support coworkers and cross-functional departments.
- Ability to educate clients while setting realistic expectations.

Qualifications and requirements:

- 3-5 years of experience in customer service, sales, client success, or similar roles.




- Strong problem-solving and conflict-resolution skills.
- Excellent communication and interpersonal skills.
- Ability to analyze data and use insights to make informed decisions.
- Experience with CRM tools (e.g., Forth)
- Empathy and a client-focused mindset.
- Strong organizational skills with the ability to multitask in a fast-paced environment.
- Experience in debt settlement, financial services, or similar industries, highly preferred.

Perks & Benefits:

Comprehensive Legal Benefits (Colombia)

As part of your contract, we ensure all legally mandated benefits are covered—because your well-being is our priority! Here's what you can count on:

- Health Insurance (EPS)
- Pension Coverage
- Severance Pay (Cesantías)
- Family Compensation Fund (CCF)
- Occupational Risk Insurance (ARL)

Exclusive Perks That Go Beyond

We believe in giving more than just the basics. With us, you’ll enjoy:

- Premium Health Insurance (Prepagada)
- Life Insurance, starting from your 16th day with us.
- Versátil Work Setup options—Hybrid, On-site, or Remote. (This can change according to the role you are applying to)
- Access to the CloudStaff Dream Points Program.
- Exciting Growth Opportunities to fuel your career aspirations

Cloudstaff : Build Your Career, Anywhere

Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being.

Why Cloudstaff is the #1 Workplace?

- Award-winning Culture: We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition
- Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement
- Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment.

To become a priority applicant, please share a 1-2 minute video introduction detailing you experience in this specific role. You can upload your video to the CSJobs platforms. Please use a clean, distraction-free background and speak clearly and articulately.

📌 Client Success Representative (Bogotá)
🏢 Cloudstaff
📍 Bogotá