Wisetack is hiring a
Remote Customer Success Associate
\nSince 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops). \n\nOur leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And weโre backed by leading VCs, including Insight Partners, Greylock, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more).\n\nHaving raised $84M, weโre a well-funded startup and have invested in people and technology while growing our partnerships โ responsibly. \n\nWeโre also proud to have received recognition from the fintech world. Awards weโve won include: \n\n\n* 2023 Best Consumer Lending Program by Tearsheet\n\n* 2023 Best Point of Sale Product by Fintech Breakthrough\n\n* 2022 Best Consumer Lending Solution by Finovate\n\n* 2022 Best Emerging Lending Platform by Lendit (now Fintech Nexus)\n\n\n\n\nBut what youโll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies.)\n\nAs a result of our efforts in building this healthy company culture, weโve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.\n\nLike any startup, weโre in it for the long haul, and weโre looking for people willing to join our journey of building something special together. \n\nThis process starts with our company values, which guide us in everything we do โ and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same:\n\n\n* Put customers first (thatโs our M.O.)\n\n* Act fast (leverage our startup environment).\n\n* Lead the way (show and tell).\n\n* Take ownership (everyone is hands-on here).\n\n* Be a good human (no egos, build financial products that do right by people).\n\n\n\n\nLearn more about our values here. \nThe Role\n\nThe Customer Success Associate (CSA) will play a pivotal role in directly engaging with our SMB customers to drive the successful activation of Wisetack as their preferred financing solution. This role is crucial in helping merchants understand how Wisetack can significantly boost their business growth while ensuring that new customers maximize their use of Wisetack to grow loan volume.\n\nKey responsibilities include managing and nurturing customer relationships by owning the onboarding process, with a strong focus on hitting measurable activation metrics. While this role is not centered on traditional sales, the CSA will be deeply involved in activating newly signed-up merchants, ensuring they are fully equipped to leverage Wisetackโs offerings.\n\nThe ideal candidate will be highly adaptable, motivated, and eager to experiment with various strategies to refine and optimize our merchant activation playbook. This position requires someone who is intellectually curious, diligent, proactive, and deeply committed to customer success, always prioritizing integrity and long-term results over short-term gains. Additionally, the CSA will actively gather and relay product feedback from merchants, contributing to ongoing improvements and innovation within Wisetackโs offerings.\nResponsibilities\n\n\n* Onboard new customers using different channels (phone calls, video conferencing, emails and text messaging)\n\n* Educate new customers about the benefits Wisetack brings to their business \n\n* Executing ad-hoc activation campaigns, as determined by business needs\n\n* Communicating merchant needs and feedback to the broader organization (especially product, marketing, and partner managers). \n\n* Collaborate actively with the growth and product teams to ensure consistent experience, share learnings, and consolidate feedback.\n\n\n\nRequirements\n\n\n* 2+ years of experience in a customer-facing role, such as customer success, support, sales, or account management\n\n* Comfort with the types of technology we use as a team: Salesforce, Tableau, Salesloft, Slack, Google Suite, and Confluence, to name a few\n\n* Demonstrated ability to analyze customer data and feedback to identify trends and areas for improvement\n\n* Strong verbal and written communication via phone, text, video conferencing, and email\n\n* Strong organizational and time management skills\n\n* Product orientation, as evidenced by prior work in a technology start-up\n\n\n\nBonus points\n\n\n* Fintech experience\n\n* Experience with the home services sector \n\n\n\nConclusion\n\nThe range of base salary for the position is between $58,000 - $81,600 plus equity, and benefits. Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level and competencies.\n\nSpend a little time on our About Us page and check out our Press page and our blog for more. If you think this might be a fit, weโd love to hear from you! \n\n#Salary and compensation\n
No salary data published by company so we estimated salary based on similar jobs related to SaaS and Video jobs that are similar:\n\n
$47,500 — $82,500/year\n
\n\n#Benefits\n
๐ฐ 401(k)\n\n๐ Distributed team\n\nโฐ Async\n\n๐ค Vision insurance\n\n๐ฆท Dental insurance\n\n๐ Medical insurance\n\n๐ Unlimited vacation\n\n๐ Paid time off\n\n๐ 4 day workweek\n\n๐ฐ 401k matching\n\n๐ Company retreats\n\n๐ฌ Coworking budget\n\n๐ Learning budget\n\n๐ช Free gym membership\n\n๐ง Mental wellness budget\n\n๐ฅ Home office budget\n\n๐ฅง Pay in crypto\n\n๐ฅธ Pseudonymous\n\n๐ฐ Profit sharing\n\n๐ฐ Equity compensation\n\nโฌ๏ธ No whiteboard interview\n\n๐ No monitoring system\n\n๐ซ No politics at work\n\n๐
We hire old (and young)\n\n
\n\n#Location\nSan Francisco Bay Area, California, United States