Note: The job is a remote job and is open to candidates in USA. Wisetack is a fintech company building consumer lending products for service-based businesses. The Customer Success Associate I will onboard and engage SMB merchants, educate them on Wisetack’s financing solution, drive activation and loan volume, manage relationships, and relay customer feedback to cross-functional teams.
Responsibilities
- Onboard new customers using different channels (phone calls, video conferencing, emails and text messaging)
- Educate new customers about the benefits Wisetack brings to their business
- Executing ad-hoc activation campaigns, as determined by business needs
- Communicate merchant needs, recurring blockers, and feedback to cross-functional partners, especially product, marketing, and partner teams
- Collaborate actively with the growth and product teams to ensure consistent experience, share learnings, and consolidate feedback
Skills
- 2+ years of experience in a customer-facing role, such as customer success, onboarding, support, sales, or account management
- Bachelors degree
- Comfort with the types of technology we use as a team: Salesforce, Tableau, Salesloft, Slack, Google Suite, Claude, ChatGPT, Granola, Confluence, and more
- Demonstrated ability to use customer data and feedback to prioritize work, identify patterns, and surface opportunities for improvement
- Strong verbal and written communication via phone, text, video conferencing, and email
- Strong organizational skills, time management, and follow-through in a high-volume environment
- Product orientation, as evidenced by prior work in a technology start-up
- Comfort using AI tools to improve productivity, communication quality, and day-to-day workflow efficiency
- Fintech experience
- Experience with the home services sector or SMB sector
Benefits
- $4,000 annual discretionary bonus
- Equity
- Benefits
Company Overview