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Client Success Representative (CSR)

Location: In-Office (Indianapolis Area)
Reports To: COO (David Kahn)
Role Type: Client Service Representative

Role Purpose

This role exists to ensure every order is executed with accuracy, speed, and communication from the moment a deal is closed through final delivery.

The Client Success Rep owns the backend execution of all orders, supports product research and selection, builds and manages online stores, and serves as a trusted partner to the Sales Rep—ensuring a seamless client experience while allowing Sales to focus on relationships and revenue growth.

Core Values & Expectations

At Team Image, every team member is expected to consistently demonstrate our Core Values:

  • We Care – Our people and clients matter. We build strong relationships and support our team.
  • We Rep the Brand – We show up with energy, pride, and professionalism every time.
  • We Own It – We take responsibility, solve problems, and follow through.
  • We Learn. We Teach. We Grow. – We stay coachable, improve daily, and help others grow.

Expectation: Performance is measured not only by results, but by how consistently these values are demonstrated.

5 Key Responsibilities

  1. Order Execution & Management

Own the full lifecycle of every order from submission through delivery, ensuring accuracy and strong setup from the start.

  • Enter and process orders accurately in internal systems
  • Confirm pricing, margins, and all order details
  • Submit purchase orders to suppliers and vendors
  • Manage artwork proofs and client approvals
  • Research product options and support item selection when needed

Outcome: Orders are set up correctly, with the right products selected, and executed without errors.

  1. Supplier & Production Coordination

Coordinate with vendors and production teams to ensure timely and accurate execution.

  • Check inventory, availability, and lead times
  • Confirm decoration methods and production details
  • Coordinate timelines with suppliers and production
  • Communicate proactively to prevent delays
  • Resolve vendor-related issues quickly

Outcome: Orders move through production efficiently and stay on schedule.

  1. Order Tracking & Issue Resolution

Monitor order progress and proactively manage any issues that arise.

  • Track production status, shipping, and delivery timelines
  • Communicate updates to clients and Sales Rep
  • Manage backorders, delays, and changes
  • Resolve damages, errors, or production issues
  • Handle rush requests and last-minute adjustments

Outcome: Orders stay on track and issues are resolved quickly with minimal disruption.

  1. Client & Sales Rep Communication

Serve as the day-to-day communication partner for both clients and Sales, ensuring constant alignment.

  • Provide timely updates, proofs, and tracking information
  • Respond to client questions and requests
  • Maintain clear, professional, and proactive communication
  • Partner closely with Sales Rep on account priorities and needs
  • Ensure alignment between client expectations and execution

Outcome: Clients feel informed and supported, and Sales operates with full confidence and clarity.

  1. Online Stores, Account Support & Operational Organization

Support account efficiency, build online stores, and maintain strong internal organization.

  • Build and manage online stores for clients and programs
  • Manage reorders and repeat order processes
  • Maintain client records, artwork files, and order history
  • Assist with product research and quoting support
  • Keep systems, files, and workflows clean and organized

Outcome: Accounts are organized, online stores are executed effectively, and clients are set up for repeat success.

Measurables (Scorecard)

  • Order Accuracy %
  • On-Time Delivery %
  • Orders Processed Weekly
  • Response Time to Clients & Sales
  • Issue Resolution Time

Key Skills & Competencies

  • High attention to detail and organization
  • Strong communication and responsiveness
  • Ability to manage multiple orders and deadlines
  • Problem-solving and adaptability
  • Ability to make decisions on product selection and execution
  • Team-oriented mindset and accountability

Work Environment & Expectations

  • In-office role (Indianapolis area)
  • Daily collaboration with Sales and Operations teams
  • Fast-paced, deadline-driven environment
  • High level of responsiveness and ownership required

Compensation & Incentive Structure

  • Base Salary: $40-$50k – Based on industry experience
  • Bonus Opportunity: Based on performance (accuracy, speed, communication, client experience)
  • Paid Time Off: 2 weeks annually

Success Definition (First 90 Days)

  • Orders are processed accurately with minimal errors
  • Strong understanding of systems, vendors, and workflow
  • Effective communication with clients and Sales Rep
  • Ability to manage multiple orders independently
  • Online stores built and maintained successfully
  • Positive integration with Sales and Operations teams

Role Expectation

This role requires a high level of ownership, organization, and communication. The Client Success Rep is responsible for executing every order flawlessly, making smart decisions on details and product selection, and operating as a trusted partner to the Sales Rep.

Strong communication with the Sales Rep is critical to success. This role must ensure alignment, clarity, and proactive updates at all times.

 

Apply Now by filling the form or email your resume
at Gabby@TeamImage.com