Customer Success Representative
Mid-level Customer Success role at Phonely. San Francisco, California · full-time · $60,000–$90,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Take SMB and mid-market customers from their first conversation through live deployment
- Run product demos and training so customers can use the platform effectively
- Watch account health, spot risks early, and step in before issues grow
- Resolve customer technical problems, involving engineering when necessary
- Build account relationships, capture feedback, and improve onboarding processes
What you bring
- Bring one to three years in a customer-facing role such as success, account management, or support
- Communicate clearly in writing and conversation
- Learn technical products quickly and explain them to nontechnical customers
- Stay organized, act proactively, and manage several accounts at once
- Show interest in AI, voice technology, or SaaS while taking ownership of problems
Who this fits
You’ll suit this hands-on role if you enjoy building customer relationships, solving problems, and owning outcomes without waiting for direction. The job is onsite in San Francisco and focuses first on SMB and mid-market accounts, with a path toward larger customers. You’ll work closely with customer success, engineering, sales, and company founders.
From the employer
At some point in the future, every business will answer their phone with voice AI. We are building the platform that makes it possible.
Phonely builds conversational voice AI agents for high-volume phone workflows. Our customers use us to qualify leads, book appointments, route calls, and resolve real customer conversations in production. We are growing fast, our customer base is scaling, and we need someone to make sure every business on our platform gets the attention they need to succeed.
About the Role
We're hiring a Customer Success Representative to own the onboarding and support experience for our SMB and mid-market customers. This is a hands-on, customer-facing role where you'll be the first point of contact for businesses getting started with Phonely and the person who keeps them running smoothly after launch.
Think of this as the training ground for enterprise customer success. You'll start by managing our highest-volume segment, learning the product inside and out, running demos, handling onboarding calls, and resolving issues in real time. If you're good, you'll move up to managing our largest accounts. If you're great, you'll help define what customer success looks like at Phonely.
This is not a ticket-queue job. You will be building relationships, solving real problems, and directly impacting retention and expansion. You'll work closely with our existing CS team and engineering to make sure customers are getting value from day one.
What You'll Do
Onboard new SMB and mid-market customers end-to-end, from first call to live deployment
Run product demos and training sessions to help customers get the most out of the platform
Monitor account health, proactively identify risks, and intervene before problems escalate
Troubleshoot technical issues with customers, escalating to engineering when needed
Manage inbound support requests and ensure timely, high-quality resolution
Document customer feedback and relay product insights to the team
Build and maintain relationships with key contacts at each account
Track onboarding metrics and contribute to process improvements
Collaborate with the sales team on handoffs and upsell opportunities
What You'll Bring
1–3 years in a customer-facing role (customer success, account management, support, or similar)
Strong written and verbal communication skills
Comfortable learning technical products quickly and explaining them to non-technical people
Organized, proactive, and good at managing multiple accounts simultaneously
Genuine interest in AI, voice technology, or SaaS
High ownership mentality, you see a problem and you fix it without waiting to be told
Nice to Have
Experience in SaaS, AI, or telecommunications
Familiarity with APIs, webhooks, or integration workflows
Previous experience running product demos or onboarding sessions
Background in a high-growth startup
Why Join Phonely
We are a team of ex-athletes, founders, and builders with low egos and high standards. We take the work seriously without taking ourselves too seriously. On-site in San Francisco, meals covered, quarterly offsites to interesting places (Rocky Mountains, Costa Rica, Indonesia), and meaningful equity in a company that is growing fast. You will work directly with the CS team and founders and have real ownership over the customer experience from day one.
Interview Process
15-min intro call to evaluate fit
Deep dive on your customer-facing experience with a team member
Mock onboarding session or customer scenario walkthrough
Final conversation with leadership
Not this one either?
Claude or ChatGPT reads the other 62,148 for you.
Get better matches →