Customer Success Associate

New
Source API remote eligibility restrictions: United StatesFull-TimeEntry
Salary not disclosed
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Job Details

Required Skills
Communication SkillsAnalytical SkillsCustomer serviceOrganizational skillsTime ManagementAccount ManagementRisk ManagementCRM

Requirements

  • Understanding of the payments industry, CRM, and customer services.
  • Driven and self-motivated with analytical capabilities.
  • Clear and concise communication skills, both verbal and written.
  • Exceptional organizational skills and ability to manage time effectively.
  • Focus on business growth drivers, remaining positive in challenging situations.
  • Capability to excel in a remote role, staying connected and on task.
  • Prior experience in account management, risk identification, and mitigation tasks.
  • Familiarity with managing customer support tickets, prospecting, and partnerships.
  • Knowledge of Fintech, disbursement, chargebacks, and fraud protection.
  • Understanding of cross-functional roles in business development, customer service, and account management.
  • Experience with underwriting and risk management processes for onboarding.

Responsibilities

  • Facilitate onboarding procedures ensuring smooth transitions and user familiarity.
  • Oversee contract renewals and address customer concerns before renewal periods.
  • Drive product adoption strategies by analyzing metrics and customer behavior.
  • Encourage satisfied customers to become advocates for the product/service.
  • Address technical issues, provide guidance, and escalate complex issues when needed.
  • Handle bank-related changes, and manage chargeback tools, and customer service requests.
  • Address chargeback issues, ACH rejects, RDR integration, and PCI compliance for clients.
  • Support business growth by activating dormant accounts and expanding service offerings.
  • Assist in onboarding new accounts, attend trade shows, and identify prospects in markets.
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