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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