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by Chris Durst Sept. 9, 2024
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Wisetack, a consumer lending company, has posted a Remote Customer Success Associate role to their careers page.
In this position, manage and nurture customer relationships during the onboarding process. “While this role is not centered on traditional sales, the CSA will be deeply involved in activating newly signed-up merchants, ensuring they are fully equipped to leverage Wisetack’s offerings.”
The company states, “This position requires someone who is intellectually curious, diligent, proactive, and deeply committed to customer success, always prioritizing integrity and long-term results over short-term gains.”
Applicants should have at least 2 years in a customer-facing role, such as customer success, support, sales, or account management; be comfortable with a variety of technology used by the team; and have excellent communication skills.
The posted pay rate for this position is $58,000 – $81,600 per year, and the company has a comprehensive benefits package.
Hiring in the UNITED STATES, no state hiring exclusions are noted in the job post.
Following are excerpts from the remote Customer Success Associate job posting:
Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).
As a result of our efforts in building this healthy company culture, we’ve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.
Like any startup, we’re in it for the long haul, and we’re looking for people willing to join our journey of building something special together.
This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same:
- Put customers first (that’s our M.O.)
- Act fast (leverage our startup environment).
- Lead the way (show and tell).
- Take ownership (everyone is hands-on here).
- Be a good human (no egos, build financial products that do right by people).
The Role
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 is crucial in helping merchants understand how Wisetack can significantly boost their business growth while ensuring that new customers maximize their use of Wisetack to grow loan volume.
Key responsibilities include managing and nurturing customer relationships by owning the onboarding process, with a strong focus on hitting measurable activation metrics. While this role is not centered on traditional sales, the CSA will be deeply involved in activating newly signed-up merchants, ensuring they are fully equipped to leverage Wisetack’s offerings.
The ideal candidate will be highly adaptable, motivated, and eager to experiment with various strategies to refine and optimize our merchant activation playbook. This position requires someone who is intellectually curious, diligent, proactive, and deeply committed to customer success, always prioritizing integrity and long-term results over short-term gains. Additionally, the CSA will actively gather and relay product feedback from merchants, contributing to ongoing improvements and innovation within Wisetack’s offerings.
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
- Communicating merchant needs and feedback to the broader organization (especially product, marketing, and partner managers).
- 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, support, sales, or account management
- Comfort with the types of technology we use as a team: Salesforce, Tableau, Salesloft, Slack, Google Suite, and Confluence, to name a few
- Demonstrated ability to analyze customer data and feedback to identify trends and areas for improvement
- Strong verbal and written communication via phone, text, video conferencing, and email
- Strong organizational and time management skills
- Product orientation, as evidenced by prior work in a technology start-up
Bonus points
- Fintech experience
- Experience with the home services sector
Compensation and Benefits
The range of base salary for the position is between $58,000 – $81,600 plus equity, and benefits. Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level and competencies.
HOW TO APPLY
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