Customer Service Representative

About Plant-A Insights Group Plant-A Insights Group is a fast-growing, New York-based business and data intelligence startup. Backed by experienced technology entrepreneurs, top-tier data scientists, and market research professionals, we deliver powerful business insights through advanced analytics and strategic media collaborations. With teams across New York, London, Hamburg, and Mumbai—and partnerships with global media brands such as NEWSWEEK , USA Today, Business Insider and many more —our mission is to empower decision-makers with data-driven strategies and to incubate innovative tech solutions across industries. About the Role We are seeking a highly organized, service-oriented Customer Service / Customer Success Specialist to support our clients and internal teams. In this role, you will handle all client-facing communication related to orders, billing, product inquiries, and general account support. You will work closely with sales, operations, and finance to ensure a seamless customer experience from start to finish. This is an ideal position for someone who thrives in a B2B environment, understands professional communication standards, and can manage multiple priorities with accuracy and care. Key Responsibilities Serve as the primary point of contact for clients, responding to inquiries via email, phone, and online channels. Manage order confirmations , contract acknowledgments, and delivery timelines for market research products and services. Handle billing questions , including invoices, payment status, and coordination with the finance team. Provide general account support, ensuring clients receive accurate information and timely assistance. Track, update, and maintain client records in CRM and internal systems. Support the sales team by preparing proposals, quotes, and follow-up materials as needed. Assist clients with product details, program requirements, and service-related questions. Work cross-functionally with data, research, and operations teams to resolve client issues efficiently. Identify opportunities to improve client satisfaction, streamline communication, and enhance internal processes. Support customer success initiatives, such as onboarding, proactive check-ins, and retention efforts. Required Qualifications 2–4 years of experience in customer service , customer success , account coordination , or a related client-facing role. Strong communication skills with the ability to explain processes clearly and professionally. Solid organizational skills and the ability to manage multiple tasks and deadlines. Experience handling invoicing or billing inquiries (in coordination with finance teams). Strong attention to detail and commitment to delivering an excellent customer experience. Proficiency with CRM systems (e.g., Salesforce, HubSpot) and general office software (Google Workspace or Microsoft Office). Ability to work collaboratively across departments in a fast-paced, service-oriented environment. Preferred Qualifications Experience in market research , consulting, or data-driven B2B services. Familiarity with order management processes, quoting tools, or sales enablement workflows. Background in supporting sales teams or managing customer handoffs post-sale. What We Offer A collaborative and supportive team environment. Opportunities for career progression within customer success or account management. Exposure to a wide range of clients across industries and sectors. Competitive salary and benefits.

Location: Mexico, MX

Posted Date: 11/22/2025