Customer Success Associate I

🔥 2 minutes ago

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Wisetack

51 - 200 employees

💳 Fintech

🤝 B2B

💸 Finance

💰 $45M Series B on 2021-09

Fintech • B2B • Finance

Wisetack is a technology platform that offers consumer-friendly financing solutions for real-life services. By providing monthly payment options through a seamless API integration, Wisetack enables businesses in sectors such as home services, auto repair, dental, and more to offer their customers transparent and straightforward financing options at the point of sale. Customers can apply and see their payment options quickly, facilitating transactions with clarity and ease. Wisetack partners with various software platforms to drive business growth and is recognized for its innovation and impact in the fintech space, particularly in the realm of embedded financial payments and buy now/pay later services.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• $4,000 annual discretionary bonus • equity • benefits

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