Customer Success Agent

Bay Alarm

On-sitePosted July 29, 2026

About the role

Bay Alarm is seeking a detail-oriented Customer Success Agent to support the sales team by organizing, scheduling, and managing meetings with prospective and existing clients. The primary responsibility is to ensure the sales team's calendars are consistently filled with well-qualified, timely, and efficiently scheduled meetings, directly contributing to the sales pipeline and customer engagement.

Responsibilities

Customer Success Agent

Bay Alarm

On-sitePosted July 29, 2026

About the role

Bay Alarm is seeking a detail-oriented Customer Success Agent to support the sales team by organizing, scheduling, and managing meetings with prospective and existing clients. The primary responsibility is to ensure the sales team's calendars are consistently filled with well-qualified, timely, and efficiently scheduled meetings, directly contributing to the sales pipeline and customer engagement.

Responsibilities

Proactively coordinate and schedule sales meetings, demos, and follow-ups for sales representatives.
Manage scheduling requests via email, phone, CRM tools, and calendar applications.
Communicate professionally with prospects and clients to confirm availability and meeting details.
Optimize meeting routes and schedules for efficiency, considering sales team availability and client preferences.
Maintain accurate records of scheduled activities in the CRM.
Collaborate with the sales team to prioritize high-value opportunities and ensure timely follow-up.
Provide reminders and pre-meeting briefs to sales reps as needed.
Resolve scheduling conflicts and address appointment issues quickly and professionally.
Support general customer success and administrative tasks as required.
All other duties as assigned.

Requirements

Strong organizational and time management skills.
Clear and professional written and verbal communication.
Proficiency with CRM tools (e.g., HubSpot, Salesforce) and calendar software (Google Calendar, Outlook).
Ability to manage multiple schedules and priorities.
Detail-oriented with a customer-first mindset.
Comfort

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Proactively coordinate and schedule sales meetings, demos, and follow-ups for sales representatives.
Manage scheduling requests via email, phone, CRM tools, and calendar applications.
Communicate professionally with prospects and clients to confirm availability and meeting details.
Optimize meeting routes and schedules for efficiency, considering sales team availability and client preferences.
Maintain accurate records of scheduled activities in the CRM.
Collaborate with the sales team to prioritize high-value opportunities and ensure timely follow-up.
Provide reminders and pre-meeting briefs to sales reps as needed.
Resolve scheduling conflicts and address appointment issues quickly and professionally.
Support general customer success and administrative tasks as required.
All other duties as assigned.