Customer Success Specialist

🕒 vor 2 Monaten

🏄 California – Remote

🏄 California – Remote

💵 $60.000 - $80.000 / Jahr

⏰ Vollzeit

🟢 Junior

🏆 Customer Success

Jetzt Bewerben

Ähnliche Remote-Jobs finden

E-Mails für Remote-Jobs erhalten

📊 Überprüfen Sie Ihre Lebenslauf-Bewertung für diese Stelle

Verbessern Sie Ihre Chancen auf ein Vorstellungsgespräch, indem Sie Ihre Lebenslauf-Bewertung vor der Bewerbung überprüfen.

Lebenslauf hochladen

Extractable

WebsiteLinkedInAlle Stellen

11 - 50 Mitarbeiter

Gegründet 1999

🤝 B2B

🏦 Bankwesen

B2B • Banking

Extractable ist eine B2B-Agentur für digitale Strategie und Erlebnisdesign, die Finanzinstitute bei der Transformation ihrer digitalen Kundenerfahrungen unterstützt. Sie bieten digitale Strategien, Benutzererfahrung und visuelles Design, Inhaltsstrategie und -entwicklung, Planung von Technologie- und API-Integration sowie Datenanalyse, um Engagement, Akzeptanz und Konversionen für Banken, Kreditgenossenschaften und andere Finanzdienstleistungsorganisationen voranzutreiben. Extractable konzentriert sich auf messbare, datengetriebene digitale Transformation und kontinuierliche Optimierung für große Finanzkunden.

Beschreibung

• Serve as primary contact for client product questions and issues • Troubleshoot platform issues and coordinate with development for resolution • Diagnose scenario performance problems and recommend fixes • Document and escalate bugs or feature requests to the product team • Maintain knowledge base of common issues and solutions • Manage personalization scenarios across all Finalytics clients daily • Configure, launch, and monitor campaigns within the platform • QA scenarios before launch to ensure targeting, content, and tracking are correct • Analyze scenario performance and recommend optimizations • Identify underperforming campaigns and propose improvements • Maintain scenario documentation and client-specific configurations • Guide new clients through post-kickoff onboarding process • Train client teams on the Finalytics platform • Coordinate data integration setup with client IT teams • Work directly with clients to understand goals and customize configurations • Conduct refresher training sessions as client teams evolve • Create and maintain client-facing training materials • Train new team members on the Finalytics platform and processes • Create and maintain internal documentation and playbooks • Serve as platform expert for internal teams • Identify process improvements and help implement them

🎯 Anforderungen

• 1-3 years in client-facing roles: product support, customer success, implementation, or campaign management • Strong troubleshooting skills • Excellent communication skills • Highly organized with strong attention to detail • Comfortable learning and navigating technical platforms quickly • Analytical mindset • Patient and helpful when training clients or resolving issues • Experience with marketing automation, CMS, or personalization tools a plus • Self-motivated and able to manage multiple clients and priorities independently • Experience in financial services or credit unions is a plus but not required • Bachelor's degree or equivalent experience

🏖️ Vorteile

• Competitive salary ($60,000 - $80,000 based on experience) • Remote-first culture • Opportunity to grow with a scaling fintech company • Direct impact on client success and company growth • Collaborative, low-ego team environment