[Hiring] Customer Success Associate I @Wisetack

Role Description

The Customer Success Associate (CSA) will play a pivotal role in directly engaging with our SMB customers to drive the successful activation of Wisetack as their preferred financing solution. This role helps merchants understand how Wisetack can support close rates, ticket sizes, and overall business growth, while ensuring new customers are set up to successfully maximize their use of Wisetack to grow loan volume.

• Own a structured onboarding process.
• Manage merchant relationships.
• Drive measurable activation outcomes.
• Utilize consultative communication skills to guide conversations toward early success with Wisetack.
• Gather and relay product feedback from merchants to contribute to ongoing improvements and innovation.

Qualifications

• 2+ years of experience in a customer-facing role, such as customer success, onboarding, support, sales, or account management.
• Bachelor's degree.
• Comfort with technology tools: Salesforce, Tableau, Salesloft, Slack, Google Suite, Claude, ChatGPT, Granola, Confluence, and more.
• Demonstrated ability to use customer data and feedback to prioritize work and identify opportunities for improvement.
• Strong verbal and written communication skills 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 and communication quality.

Requirements

• Fintech experience (bonus).
• Experience with the home services sector or SMB sector (bonus).

Benefits

• Base salary range: $58,300.00 - $81,600.00.
• $4,000 annual discretionary bonus.
• Equity.
• Additional benefits.