Customer Success Associate I

This is a fully remote position, open to applicants in United States.

📋 Description

• Onboard new clients through various communication methods including phone calls, video conferencing, emails, and text messaging.

• Inform new clients about the advantages Wisetack offers to enhance their business operations.

• Implement ad-hoc activation campaigns based on business requirements.

• Relay merchant needs, ongoing challenges, and feedback to cross-functional teams, particularly product, marketing, and partner groups.

• Work collaboratively with growth and product teams to maintain a consistent experience, share insights, and compile feedback.

• Build and manage merchant relationships while driving tangible activation results.

• Collect and communicate product feedback to aid in enhancements and innovation.

⛳️ Requirements

• Minimum of 2 years of experience in a customer-facing position, such as customer success, onboarding, support, sales, or account management.

• Bachelor’s degree.

• Proficiency in Salesforce, Tableau, Salesloft, Slack, Google Suite, Claude, ChatGPT, Granola, Confluence, and other relevant tools.

• Proven capability to utilize customer data and feedback to prioritize tasks, recognize patterns, and identify areas for improvement.

• Excellent verbal and written communication skills via phone, text, video conferencing, and email.

• Strong organizational abilities, time management, and consistent follow-through in a fast-paced environment.

• Product-oriented mindset, demonstrated by previous experience in a technology startup.

• Familiarity with using AI tools to enhance productivity, communication quality, and daily workflow efficiency.

• Experience in the fintech industry.

• Background in the home services or SMB sectors.

🏝️ Benefits

• $4,000 annual discretionary bonus.

• Equity.

• Comprehensive benefits package.