Customer Success Specialist
New
C
Cherry Technologies, Inc.FinTech
Remote (US)Full-TimeMiddle
Salary$85k base pay, $30k uncapped, OTE $115K
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Job Details
- Experience
- 2+ years of experience in a customer-facing role
- Required Skills
- Data AnalysisAccount ManagementTroubleshootingCRMCustomer Success
Requirements
- 2+ years of experience in a customer-facing role.
- Exceptional verbal and written communication skills.
- Strong ability to connect interpersonally with others.
- High attention to detail and ability to follow procedure with accuracy.
- Developed passion for the customer experience.
- Comfortable working with various software platforms.
- Adaptable with a proven ability to troubleshoot on the fly.
- Problem-solver mindset with a desire to outperform.
Responsibilities
- Develop relationships with partner practices to drive retention and growth of transaction volume.
- Proactively leverage data, insights, and technology to optimize portfolio engagement and maximize outcomes.
- Enable partner practices by sharing best practices and training on payment plan technology.
- Strategically allocate time between growth opportunities and risk mitigation within the assigned portfolio.
- Act as a trusted advisor to influence business process adoption and master industry knowledge.
- Accurately forecast expected portfolio transaction volume on a regular basis.
- Track all interactions in the Customer Relationship Management system.
- Partner with internal teams such as Product to share customer feedback and identify improvement opportunities.
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