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Wisetack logo
Wisetack

Wisetack is a financial services company that has developed technology that incorporates financing into any software platform and user experience. As an employe

Customer Success Associate I

Location

California

Posted

32 days ago

Salary

$58.3K - $81.6K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglishTableau

Job Description

Customer Success Associate I

Wisetack

• 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

Job 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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