Customer Success Associate I
New
W
WisetackFintech
Remote, USAFull-TimeEntry
Salary$58,300.00 - $81,600.00, plus $4,000 annual discretionary bonus, equity, and benefits
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Job Details
- Experience
- 2+ years
- Required Skills
- SalesforceTableauAccount ManagementCustomer SuccessGoogle WorkspaceSlack
Requirements
- 2+ years of experience in a customer-facing role (customer success, onboarding, support, sales, or account management).
- Bachelor's degree.
- Comfort using technology tools including Salesforce, Tableau, Salesloft, Slack, Google Suite, Claude, ChatGPT, Granola, and Confluence.
- Demonstrated ability to use customer data and feedback to prioritize work and identify opportunities.
- Strong verbal and written communication skills across phone, text, video, and email.
- Strong organizational and time management skills in a high-volume environment.
- Product orientation evidenced by prior work in a technology start-up.
- Comfort using AI tools to improve productivity and workflow efficiency.
Responsibilities
- Onboard new customers using various channels including phone, video conferencing, email, and text messaging.
- Educate new customers on the benefits of Wisetack for business growth.
- Execute ad-hoc activation campaigns to meet business needs.
- Communicate merchant needs, recurring blockers, and feedback to product, marketing, and partner teams.
- Collaborate with growth and product teams to share learnings and ensure a consistent customer experience.
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