Phonely, Inc. Logo

Phonely, Inc.

Customer Success Representative

Posted 12 Days Ago
Be an Early Applicant
In-Office
San Francisco, CA
60K-90K Annually
Junior
In-Office
San Francisco, CA
60K-90K Annually
Junior
Own onboarding and support for SMB and mid-market customers: run demos and training, deploy live, monitor account health, troubleshoot and escalate technical issues, manage inbound support, document feedback, build relationships, track onboarding metrics, and collaborate with sales on handoffs and upsells.
The summary above was generated by AI

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

  1. 15-min intro call to evaluate fit

  2. Deep dive on your customer-facing experience with a team member

  3. Mock onboarding session or customer scenario walkthrough

  4. Final conversation with leadership

Similar Jobs

An Hour Ago
Hybrid
120K-137K Annually
Mid level
120K-137K Annually
Mid level
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
Partner with clients on R&D strategy and platform implementations (Veeva, Medidata, IQVIA). Support process improvements across Clinical, Quality, Regulatory, and Safety domains, run qualitative/quantitative analyses, synthesize recommendations, coordinate project execution, mentor associates, and communicate results to clients and teams.
Top Skills: GxpIqviaMedidataVeeva
5 Hours Ago
Hybrid
165K-185K Annually
Senior level
165K-185K Annually
Senior level
Fintech • Professional Services • Sales • Financial Services
Lead development, maintenance, and monitoring of credit risk models and loss forecasts. Extract and analyze large datasets with Python/SQL, automate reporting and dashboards, perform EDA and stress/sensitivity analyses, document audit-ready model deliverables, support model governance/validation, and communicate insights to stakeholders to inform credit policy and decisioning.
Top Skills: CklightboxGoogle Cloud PlatformOscilarPythonPython WidgetsSQLTableauTaktileXgboost
7 Hours Ago
Hybrid
Tustin, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Grow and manage relationships with affluent customers by providing advisory, multi-product banking solutions across deposits, lending, investments, and home/business banking. Proactively acquire new customers, lead discovery-based planning, coordinate with Wealth/Home Lending/Business partners, support branch service needs, champion digital adoption, and maintain accurate documentation and regulatory compliance. Role requires obtaining and maintaining FINRA and state insurance licenses.

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account