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Associate, Customer Success

3 months ago

Charlotte, United States Chello Full time

Chello is built on a foundation of pioneering data-intelligence and our team of innovators, driven to tackle the financial challenges of the industries we serve. At its core, it’s the first of its kind digital banking platform that delivers daily business insights, cash flow predictions, access to funding and more.


Join our dynamic team at Chello as an Associate in Customer Success The Associate, Customer Success plays a key role in driving & delivering an exceptional customer experience. As the primary contact for customers post onboarding you will have the opportunity of providing valuable assistance, insightful recommendations, and foster and maintain engagement. Position works on-site and is based in Charlotte, North Carolina.


MAIN DUTIES & RESPONSIBILITIES:

  • Respond to customer inquiries in a timely and efficient manner via both chat and scheduled phone calls.
  • Assist bank operations with required customer engagement regarding specific questions and processes related to the customer’s onboarding and use of Chello insights and Boost Line of Credit.
  • Capture and share customer feedback related to the Chello product and processes.
  • Work cross functionality to represent the customer in discussions related to product roadmap and prioritization.
  • Identify potential lead opportunities for additional product purchase or usage.
  • Other duties may be assigned.


MINIMUM REQUIREMENTS:

  • Associate degree in communications, business administration, liberal arts or related degree required. Bachelor's degree highly preferred.
  • 2+ years of experience in account management, customer success, or customer support related functions highly desirable.
  • Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
  • Excellent customer service, communication, and documentation skills.
  • Detail oriented and able to manage multiple priorities required.
  • Creative problem solving and proven ability to think outside of the box.
  • Enthusiastic about technology and eager to explore and master new tools and softwares.
  • Team player, with a focus on customer experience first.
  • Computer proficiency and knowledge of MS Office and related business applications required.
  • Proficiency in HubSpot or other CRM tools is a plus.
  • Understanding of banking or financial products and services preferred, but not required.