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Customer Success Advisor

Customer Success Advisor

Vero Beach, FL

Customer Success Advisors are responsible for creating and maintaining long-term relationships with our merchants. This involves overseeing a portfolio of assigned merchants and developing and actively seeking new business opportunities from existing clients.


  • Account management
  • Develop new business with existing clients and identify areas of improvement to meet sales quotas
  • Negotiate contracts and close agreements to maximize profits
  • Connect with key business executives
  • Prepare sales reports and answer client queries
  • Liaise with cross-functional internal teams, including operations, support, customer service and management, to improve the entire customer experience
  • Serve as the lead point of contact for all customer account management matters
  • Build and maintain strong, long-lasting client relationships
  • Develop trusted advisor relationships with key accounts
  • Ensure the timely and successful delivery of solutions to meet customer needs and objectives
  • Collaborate with sales team to identify and grow opportunities within territory
  • Assist with client requests or issue escalations as needed


  • Related University degree
  • Minimum of 2 – 3 years of Sales experience
  • Minimum of 1 year of Management experience
  • Prior experience or involvement in: customer/client service, account management & development
  • Strong interpersonal, organizational and time management skills
  • Ability to multi-task in a fast-paced environment, act with a sense of urgency, and interface with all levels of the organization
  • Contribute positively to the organization, both individually and as part of a team
  • Strong Excel, Word, and Power Point skills
  • Confidentiality
  • Driven to Succeed and able to overcome objectives

Bonus points:

? Bilingual / Multilingual
? You understand current B2B & B2C payment products
? You have a passion for emerging payment technology
? You have experience with enterprise CRM systems
? You often bake too many cookies & have no choice but to share them with coworkers

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We belive that diversity is a strength and is crucial in building a modern American business.

BLUEDOG is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, religion, gender, sexual orientation, national origin, age, disability, or veteran status.