Customer Success Advisor

About the role

Clicklease is looking for a Customer Success Advisor to join its growing team in Alajuela, Costa Rica. You will be the primary point of contact for small‑business owners using our equipment leasing platform, helping them navigate the application process, manage their leases, and resolve any issues.

Key responsibilities

• Handle inbound and outbound calls, emails, and chat inquiries related to applications, lease agreements, payments, and general support.
• Collaborate with vendors to troubleshoot application or invoice problems.
• Follow up consistently with customers via phone, email, and messaging to answer questions and resolve account‑related issues.
• Communicate Clicklease’s value proposition clearly to business owners and end‑users.
• Provide feedback on team processes to support continuous improvement.
• Maintain accurate records and detailed notes in Salesforce CRM.
• Perform other duties as assigned by leadership.

Required profile

• Strong drive for results and ability to meet deadlines while staying calm and professional.
• Desire to develop customer service expertise and business acumen.
• Proven track record of meeting or exceeding individual or team goals.
• Self‑starter mindset with high ownership and accountability.
• Clear, proactive communication style.

Required skills

• Experience using Salesforce CRM.

What we offer

• Competitive salary paid in USD.
• Hybrid work schedule (office in Alajuela near the airport).
• Monday‑Friday, 10:00 a.m. – 7:00 p.m.