Customer Support L2: English Remote About the Role Join a dynamic project supporting cutting-edge AI-driven technology in the financial services industry.
Sales & Customer Success Representative (US-Based)
United States
April 24, 2026
Job description
We are looking for a proactive, organized, and communication-driven Sales & Customer Success Representative based in the United States to support both new business outreach and ongoing client success.
This role is responsible for actively engaging potential leads through cold calling, email, and text outreach, following up consistently, and helping move opportunities forward through clear and professional communication. In parallel, this person will manage communication with existing clients, maintain strong relationships, regularly check in to ensure satisfaction, identify any issues early, and help resolve concerns quickly and effectively.
Key Responsibilities:
- Proactively reach out to potential leads via phone, email, and text
- Follow up consistently with prospects and maintain organized communication
- Qualify opportunities and coordinate next steps with internal team members
- Manage day-to-day communication with existing clients
- Conduct regular check-ins to ensure clients are satisfied and supported
- Identify, communicate, and help resolve client issues in a timely manner
- Maintain accurate records of outreach, conversations, updates, and follow-ups
- Act as a reliable point of contact between prospects, clients, and internal teams
Requirements
- Strong verbal and written communication skills
- Comfortable with proactive outbound outreach and relationship management
- Organized, responsive, and detail-oriented
- Able to handle both sales activity and customer support with professionalism
- Skilled at problem-solving and maintaining a positive client experience
Benefits
- Paid time off
- Commission
- Yearly Bonus based on performance review
- Yearly Appraisal based on performance review
Apply now
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Customer Support Agent About the Role Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.
Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to hundreds of thousands of businesses and empower millions of developers worldwide to craft personalized customer experiences.
Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to hundreds of thousands of businesses and empower millions of developers worldwide to craft personalized customer experiences.