Customer Success Representative, Promotional Products


Anywhere Remote only

Full time

Jul 27


We're looking for a Customer Success Representative (CSR) to connect with customers and provide them information about the status of existing orders and more information about HALO services. This a phone, email, and video chat-based role.

More about Customer Success

HALO's customers are over 1,200 salespeople across the country, known as Account Executives. They place orders for promotional products and branded merchandise with HALO to be delivered to their clients. As a CSR, you will be assigned a group of customers (Account Executives) that you consistently support. This approach allows you to build deeper, longer-term relationships and anticipate the needs of your customers. 

What to expect

Previous experience in the promotional products is not required. During onboarding, we will provided a structured class that teaches what you need to know to be successful. When you start, you can also expect:

  • Ability to work from home, in a distraction-free environment
  • Long-term relationships among customers and colleagues
  • Small-company community feel, with big company benefits
  • Autonomy to diagnose customer situations and provide one-touch resolution
  • Empowerment to achieve deadlines using good judgment to on how to prioritize your time
  • Supportive team with swing resources to ensure customer coverage
  • Use ERP to maintain digital records customer contact and associated outcomes
  • Be a strong brand ambassador for HALO with account executives, co-workers, and suppliers as well as on social media
  • Model HALO values of working as One Team, Ingenuity, Inclusion, and Determination
  • Exercise good judgment to solve customer problems using HALO policies and protocols
  • Develop strong relationships with internal departments
  • Track shipments on various shippers’ websites
  • Negotiate with manufacturers when necessary


  • 2+ years of combined experience in office-based account support or customer service
  • Strong listening skills without interrupting
  • High comfort managing conflict politely and effectively
  • Proficiency in Microsoft applications (Word, Excel, Outlook, PowerPoint, Teams)
  • Working knowledge of ERP systems (to track customer interactions)
  • Comfort with ambiguity and acting sense as business priorities change
  • Excellent oral, written and interpersonal communication skills
  • Knowledge of and experience with basic business math
  • Motivated by working in a goal-oriented, deadline-driven team with autonomy in how you work
  • Ability to deliver under deadlines with a high level of accuracy
  • Curious, flexible and good humored with a positive “can do” attitude
  • Active participant in giving and receiving in appreciative and constructive feedback
  • Motivated learner that will take advantage of on-the-job training, complementary training programs, career mentorships, and stretch assignments

More about HALO

HALO is the global leader in branded merchandise, uniform programs, and recognition and incentive solutions. We partner with our clients to break through the clutter of our media saturated world and connect their brands to customers, employees and other audiences critical to their success. As a team member you can expect a positive culture of ingenuity, inclusion, and relentless determination. We also offer:

  • Career Advancement: At HALO, we love promoting from within. Internal promotions is the key to our exponential growth in the last few years. With so many industry leaders at HALO, you'll have the opportunity to accelerate your career by learning from their experience, insights, and skills and gain access to HALO's influential global network, leadership experiences, and diverse thinking.
  • Culture: We love working here and know that you will too. You can expect a positive culture of ingenuity, inclusion, and relentless determination. We push the limits of possibilities and imagination by staying curious, humble, and provocative in order to break through yesterday's limit. Diversity is the source of our creativity and we thrive when each of contributes to an inclusive culture of respect, dignity, and equity mindset in everything we do. We keep our promise for excellence with an unrelenting commitment to achieving results and supporting one another to stay accountable, transparent, and dependable.
  • Recognition: You're going to succeed here, and you can count on us to celebrate your wins. Colleagues across the company will join in recognizing your big milestones and nominate you for awards. Over time, you'll earn so much recognition that you can convert into gift cards, trips, concerts, and merchandise at your favorite brands.
  • Flexibility: Most roles offer hybrid work. In addition, we pride ourselves on flexible schedules that help you find a balance between professional and personal demands. We believe that supporting our customers is the priority and trust that you and your manager will find a schedule to achieve that priority.
  • Work with your favorite brands: HALO clients include over 100 of the Fortune 500 as well as thousands of mid and small-size organizations. You'll be on teams that are focused on the future of our industry and bringing our customers fresh ideas that are first-in-the-world.
  • Stay well at HALO: At HALO, we have benefits that support all parts of your life and to find a work-life balance custom to you. Enjoy our program that focuses on behavioral health coaching, therapy and psychiatry, personalized skill development, and providing access to care for your dependents. In addition, we offer nation-wide coverage Medical, Dental, Vision, Life and Disability insurance, and additional Voluntary Benefits. Prepare your financial future with our 401K Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA).

HALO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We insist on an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. Inclusion is a core value at HALO and we seek to recruit, develop and retain the most talented people.

HALO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Careers page.

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