Remote Customer Success Associate - $60k-$75k (FinTech)

San Diego, CA • Portland, OR • Seattle, WA • Denver, CO • Phoenix, AZ

Full-time $60,000.00 - $75,000.00

Posted 09/30/2024

Permanently 100% Remote
Job Title: Remote Customer Success Associate - $60k-$75k (FinTech)
Salary: $60k-$75k Base + Benefits, 401k, PTO
Requirements: Customer Success/Account Management in B2B

We offer an intuitive web-based CRM for financial advisors and wealth managers.

Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales.

Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice.

We are Series B funded for $30MM, have been in business since 2012, and have 100 employees.

Our founders have built and exited several successful start ups and this is their third venture.

We are REMOTE first and our team is distributed throughout the country.

Due to growth, we are hiring a Remote Customer Success Associate experience with:

3+ years in B2B SaaS

Experience in financial services is a big plus, but not required!

You will take a lead role in client education meetings and personalized meetings across mid market and enterprise accounts. You will also assist customers to better understand our software and how to best utilize our products.

Rather than manage a dedicated books of business, you will provide support and assistance as needed.

Top Reasons to Work with Us

Remote: Permanently 100% Remote
Compensation: $60k-$75k Base + Benefits, 401k, PTO
Culture: Modern, supportive start-up culture

What You Will Be Doing

You will take a lead role in client education meetings and personalized meetings across mid market and enterprise accounts.
You will also assist customers to better understand our software and how to best utilize our products.
Help to develop and refine content for specific customer personas
Collaborate with both Sales and Onboarding to provide support

What You Need for this Position

3+ years in B2B SaaS
Experience in financial services is a big plus, but not required!

What's In It for You

$60k-$75k Base + Benefits, 401k, PTO
Vacation/PTO
Medical
Dental
Vision
Bonus
401k

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard

Benefits

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Matt Abbasfard is recruiting for this position and the positions below.
Email me to apply for this position

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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 09/30/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.