Customer Success Associate I

Summary

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

Qualifications

Must Haves

• 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

Nice to Haves

• Fintech experience
• Experience with the home services sector or SMB sector

Benefits

• $4,000 annual discretionary bonus
• Equity
• Benefits