Remote Customer Success Associate - $60k-$80k (FinTech)

Permanently 100% Remote
Job Title: Remote Customer Success Associate - $60k-$80k (FinTech)
Salary: $60k-$80k Base Benefits, 401k, PTO
Requirements: SaaS, Ticketing Systems, Onboarding, Training, Documentation

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

We're thrilled to announce we just closed $200MM in funding, and are doing some big things!

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.

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:

• SaaS
• Ticketing Systems
• Onboarding
• Training
• Documentation

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-$80k 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

• SaaS
• Ticketing Systems
• Onboarding
• Training
• Documentation

What's In It for You

• $60k-$80k 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

Email Your Resume In Word To
Matt.Abbasfard@CyberCoders.com
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MA5-1821921 -- in the email subject line for your application to be considered.
Matt Abbasfard - Lead Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

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.

This job was posted on 09/30/2024 and is open for 60 days

CyberCoders 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. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.  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. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

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