What are the responsibilities and job description for the Customer Success Associate position at Working Capital Marketplace?
📍 Irvine, CA (In-Office)
💼 Full-Time
💰 $39,520 per year monthly commissions
Build Relationships. Drive Growth.
At Working Capital Marketplace (WCMP), funding is just the beginning. We're looking for a Customer Success Associate to build lasting relationships with business owners, help them achieve their goals, and identify future financing opportunities.
This role is perfect for someone who enjoys connecting with people, staying organized, and creating value through proactive communication.
What You'll Do
Relationship Management
- Manage a portfolio of business owners after funding.
- Conduct Monthly Business Reviews to understand client needs and future goals.
- Build trust and become your clients' first call for financing needs.
Portfolio Management
- Maintain accurate CRM records and client notes.
- Collect updated business statements and documentation.
- Monitor account activity and coordinate follow-ups.
Opportunity Development
- Identify renewal, refinance, and growth opportunities.
- Generate referrals through exceptional client service.
- Partner with internal teams to deliver the best financing solutions.
What We're Looking For
Required
- Strong communication and relationship-building skills.
- Highly organized with great attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Positive attitude and team-first mindset.
Preferred
- Customer Success, Account Management, Sales, Banking, or Financial Services experience.
- Salesforce or CRM experience.
- Lending industry experience is a plus but not required.
Why Join WCMP?
- Monday–Friday schedule
- Paid training
- Growth opportunities
- Collaborative, high-energy culture
- Make a direct impact helping small businesses succeed
Success in This Role
Success is measured by the relationships you build. By staying connected to your clients, maintaining visibility into their businesses, and identifying opportunities before they arise, you'll help drive renewals, referrals, and long-term success.
Ready to Make an Impact?
If you're passionate about building relationships and helping small businesses grow, we'd love to hear from you.
Apply today and become the trusted advisor our clients count on.
Salary : $39,520