Human Interest is a financial services company that is on a mission to provide access to retirement benefits to everyone, regardless of the industry they work i
Customer Success Support Associate I
Location
Utah
Posted
8 days ago
Salary
0
Seniority
Entry Level
No structured requirement data.
Job Description
Customer Success Support Associate I
Human Interest
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• Monitor account health signals across a large pooled book and prioritize outreach based on churn risk. • Book and run consultations with merchants showing disengagement, low adoption, or explicit cancellation intent. • Diagnose the root cause of risk quickly and take action: re-engage, re-onboard, escalate, or route to the right resource. • Maintain SLA-based response times on inbound requests via shared inbox (email and chat). • Identify and qualify expansion opportunities within the pooled book, including cross-sell across the Clearer suite. • Convert inbound signals from lifecycle campaigns, chat, and email into qualified consultations. • Run value consultations that surface unmet needs and build the case for additional products. • Hand off qualified expansion leads to the relevant Sales rep or CSM under clear rules of engagement. • Deliver one-to-many engagement: onboarding webinars, optimization roundtables, and adoption campaigns across the pooled segment. • Drive feature adoption and product education at scale to reduce passive churn and increase account health. • Use AI tools to monitor your book, triage inbound signals, prioritize your day, and draft outreach. • Embrace experimentation: test new plays, give fast feedback to management on what works, and help build the playbooks that scale.
• Monitor account health signals across a large pooled book and prioritize outreach based on churn risk. • Book and run consultations with merchants showing disengagement, low adoption, or explicit cancellation intent. • Diagnose the root cause of risk quickly and take action: re-engage, re-onboard, escalate, or route to the right resource. • Maintain SLA-based response times on inbound requests via shared inbox (email and chat). • Identify and qualify expansion opportunities within the pooled book, including cross-sell across the Clearer suite. • Convert inbound signals from lifecycle campaigns, chat, and email into qualified consultations. • Run value consultations that surface unmet needs and build the case for additional products. • Hand off qualified expansion leads to the relevant Sales rep or CSM under clear rules of engagement. You source; they close. • Deliver one-to-many engagement: onboarding webinars, optimization roundtables, and adoption campaigns across the pooled segment. • Drive feature adoption and product education at scale to reduce passive churn and increase account health. • Use AI tools to monitor your book, triage inbound signals, prioritize your day, and draft outreach — so you spend your time on conversations, not admin. • Embrace experimentation: test new plays, give fast feedback to management on what works, and help us build the playbooks that scale.
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