Customer Success Representative
At a glance
Mid-level Customer Success role at Hcmportal. SUPPLY CHAIN SOLUTIONS · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Guide direct, channel and platform customers through setup, activation and early solution use
- Demonstrate tools and systems, follow up proactively, and monitor daily onboarding activity
- Check milestones such as go-live, first transaction, billing and claims for accuracy
- Resolve live digital-solution problems with customers and coordinate fixes with IT
- Handle post-purchase questions across onboarding, policies, accounts, billing and claims
What you bring
- Clear written and spoken communication, active listening, and strong relationship-building ability
- Comfort using varied technology systems, with solid organization and time-management skills
- Detailed knowledge of supply chain concepts and foundational risk-management principles
- Ability to assess customer needs, recognize insurance-related risks and adapt to change
- U.S. work authorization and willingness to obtain a Property and Casualty insurance license
Who this fits
This role suits a customer success professional who can manage several onboarding schedules while providing hands-on support and training. You must be located in the position’s region or willing to relocate, and work in the office Tuesday through Thursday with remote work Monday and Friday. U.S. citizenship, nationality, permanent residence, or employer-authorized work status is required.
From the employer
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Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow—people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.
Job Description:
This position on the Customer Success Team works with customers and business partners across multiple business functions to help successfully set up and onboard customers onto their UPS Capital solution. This position is responsible for ensuring successful customer setup and onboarding, as well as providing subject matter expertise support throughout the initial stages of the customer journey. Additionally, this position serves as a single point of contact for all customer inquiries post-purchase to provide expedient resolution of customer inquiries, requests, and issues.
RESPONSIBILITIES
- Supports successful and expedient activation and onboarding of customers (Direct, Channels & Platforms) to expedite transaction production, increase customer retention, and reduce churn
- Provides a seamless onboarding customer experience through the initial stages of the customer journey using a combination of interactive demonstrations, proactive customer outreach and follow up, and daily activity monitoring
- Trains customers on tools, systems, and solutions to ensure thorough customer understanding
- Nurtures customers through activation and proper solution usage and proactively resolve customer issues
- Audits customer milestones for accuracy and operational effectiveness, and provide expedient resolution of issues (milestones include solution go-live, first transaction, first bill, first claim)
- Troubleshoots technical issues in real-time (live) for customers’ digital solutions and coordinate technical issue resolution with IT
- Balances multiple deployments and onboarding schedules to meet stakeholder goals and expectations
- Provides one centralized place for all customer support and inquiries, providing an easy and seamless customer support experience with one-call resolution (onboarding and technology integration, policy information & modifications, customer service and account information, billing, claims)
- Collect Voice of Customer feedback to help inform product and roadmap strategy and design
QUALIFICATIONS
Requirements:
- Strong written and verbal communication skills
- Strong digital literacy and fluency in different technology solutions and systems
- Strong time management and organizational skills
- Great active listening skills
- Exceptional interpersonal and rapport building skills
- Demonstrates a detailed understanding of supply chain concepts
- Demonstrates a basic understanding of risk management principles; identifies the risk factors that impact a client’s insurance needs
- Demonstrates a general understanding of ways to identify and measure the current needs of the customer
- Demonstrates change agility and flexibility
- Candidate must obtain their Insurance License for Property and Casualty - Preferred
Other Criteria
- The internal Grade Level for this position is a 10D
- Candidate must be geographically located in the same region as position or willing to self-relocate.
- Position is on a hybrid schedule (Tuesday-Thursday in office; Monday and Friday remote)
- The last day to apply is 10/6/2026 at 11:59pm ET
Employee Type:
PermanentUPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
Other Criteria:
UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.
Basic Qualifications:
Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer.
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