SFS Customer Success Advocate
4 weeks ago
Duration: 06 months contract with possibility of extension.
Location: Remote
Start: Targeting November 2024
Pay Range: $25.00 to $26.68.00/hr on W2
Benefits: Medical, dental, vision, sick time based on state laws
bout the Role:
*** is seeking a motivated Customer Success Advocate to provide exceptional support and risk mitigation within the business financing space. *** aims to help customers grow their businesses by providing funding through *** Loans, and this role will serve as the first point of contact for Sellers needing assistance with loan-related inquiries. You will act as a problem solver, managing risk while delivering a seamless experience to *** Loan borrowers. Successful candidates will quickly become experts on Square Loans and play an essential role in improving customer satisfaction and shaping product development.
Key Responsibilities:
- Provide prompt and effective support to *** Sellers via phone and email using a CRM tool.
- Triage and escalate customer issues appropriately, based on the loan cycle stage, to mitigate potential risks.
- Respond to inquiries regarding business documents or current loan information.
- Meet or exceed service-level agreements (SLAs) to minimize revenue losses and ensure timely resolution of issues.
- Identify and report product bugs and suggest improvements to cross-functional teams to enhance processes and product features.
- dvocate for Sellers by identifying issue trends and recommending solutions to improve policies, processes, and the customer experience.
- Collaborate with other teams to gather accurate answers and provide support to teammates.
- Stay updated on BSA/AML requirements through ongoing training and perform relevant duties as needed.
- Effectively operate in a remote work environment using tools like Slack and video conferencing to collaborate with team members.
Required Skills and Qualifications:
- 1+ years of customer service experience (preferably with a financial institution or payment provider).
- Bilingual in Spanish strongly preferred.
- Strong written and verbal communication skills.
- bility to thrive in a fast-paced, start-up environment and adapt quickly to changing situations.
- Experience in direct customer-facing roles.
- Willingness to receive and implement feedback to improve skills and performance.
- Excellent time management, organizational, nd analytical skills.
- Keen attention to detail with a passion for improving the customer experience.
- Enthusiasm for *** products and commitment to delivering exceptional service.
Education and Experience:
- 1+ years of customer service experience.
- Experience with financial services or payment providers preferred.
-
Customer Success Advocate
4 weeks ago
Salt Lake, Utah, United States TalentBurst Full timeCustomer Success AdvocateAt TalentBurst, we're seeking a highly motivated Customer Success Advocate to provide support and risk mitigation within the business financing space. This role will be the Loan questions/needs and become a leader in all inquiries. You will use your proximity to customers to identify issues that will continually improve the customer...
-
Customer Success Advocate
4 weeks ago
Salt Lake, Utah, United States Tailored Management Full timeAbout the RoleTailored Management is seeking a motivated Customer Success Advocate to provide exceptional support and risk mitigation within the business financing space. This role will serve as the first point of contact for Sellers needing assistance with loan-related inquiries.Key Responsibilities:Provide prompt and effective support to Sellers via phone...
-
Customer Success Advocate
4 weeks ago
Salt Lake City, United States TalentBurst Full timeCUSTOMER SERVICE ADVOCATE - FINANCIAL Start: 11/5/2024 Duration: 6 months Location: Salt Lake City, Utah 84121 Seeking a highly motivated Customer Success Advocate to provide support and risk mitigation within the business financing space. The team is responsible for safely providing funds to our customers to help them grow their businesses. The Operations...
-
Customer Success Advocate
4 weeks ago
Salt Lake, Utah, United States Chargezoom Full timeAt Chargezoom, we're on a mission to simplify internal financial processes and enable main-street businesses to save time, money, and achieve their goals through our intelligently designed software products and accounting software integrations.We're currently searching for a highly motivated and experienced Customer Success Manager to join our Client...
-
Customer Success Advocate
4 weeks ago
North Sioux City, South Dakota, United States Sterling Computers Corporation Full timeJob Title: Customer Success AdvocateJob Summary: We are seeking a highly skilled Customer Success Advocate to join our team at Sterling Computers Corporation. As a Customer Success Advocate, you will be responsible for ensuring that our customers receive world-class service and support.Key Responsibilities:Communicate with customers to understand their needs...
-
Customer Success Manager
2 weeks ago
Salt Lake City, United States Inside Real Estate Full timeInside Real Estate is a fast-growing, innovative company specializing in real estate technology. We empower real estate professionals with the tools and technology they need to succeed. As a leader in the industry, we are committed to providing best-in-class solutions that drive real results for our clients. We are looking for a dedicated, self-starter...
-
Customer Success Advocate, IT Services
3 weeks ago
Garden City, United States Fisher's Technology Full timeFisher's Technology Fisher's mission is to make our customers extremely happy through technology offerings and services that maximize business efficiency and performance. And we do all that while having a great time and loving our work. Fisher's Technology has been selected as one of the "Best Places to Work in Idaho" for the last fifteen years. Fisher's is...
-
Customer Success Strategist
3 weeks ago
Salt Lake, Utah, United States HealthEdge Full timeAbout the Role:The Customer Success Executive will be responsible for maintaining and advancing the overall customer relationship, focusing on how HealthEdge can solve and advance our customer's critical business objectives over time.Key Responsibilities:Be a trusted advisor to executive-level decision makers and other stakeholders, maintaining a delighted...
-
Enterprise Customer Success Manager, SF Bay Area
1 month ago
Redwood City, United States Pop-Up Talent Full timeEnterprise Customer Success Manager SF Bay Area Redwood City, CA 94063 THE OPPORTUNITY: The direct WorkBoard buyer is typically the CEO or GM of a business unit, and our platform is deployed to all employees under the P&L owner giving the company a very large market opportunity. As an Enterprise Customer Success Manager, you will be consulting clients on...
-
Enterprise Customer Success Manager, SF Bay Area
1 month ago
Redwood City, United States Pop-Up Talent Full timeEnterprise Customer Success Manager – SF Bay AreaRedwood City, CA 94063THE OPPORTUNITY:The direct WorkBoard buyer is typically the CEO or GM of a business unit, and our platform is deployed to all employees under the P&L owner – giving the company a very large market opportunity. As an Enterprise Customer Success Manager, you will be consulting clients...
-
PS Customer Advocate Spec III
1 week ago
Salt Lake City, United States University of Utah Full timeThis position provides triaging and customer service support for patients seeking specialty care in the University of Utah School of Dentistry Faculty Practice Clinic. This position provides excellent customer-focused service by handling inbound and Advocate, Customer Service, Healthcare, Customer, Patient
-
Customer Success Lead
1 week ago
Salt Lake City, United States ShowMojo Full timeAbout the Role As a Customer Success Lead, you will play a pivotal role in driving customer satisfaction, retention, and growth for ShowMojo, a SaaS company and leasing automation platform in the Prop Tech space. To learn more about us visit: showmojo.com. You will be responsible for managing a portfolio of key accounts, identifying opportunities for...
-
Manager, Customer Success
1 month ago
Salt Lake City, United States Lucid Software Full timeLucid Software is the leader in visual collaboration, helping teams see and build the future from idea to reality. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diversity and are dedicated to creating an...
-
Customer Success Manager
4 weeks ago
Salt Lake, Utah, United States Lucid Software Full timeCustomer Success ManagerAt Lucid Software, we're seeking a seasoned Customer Success Manager to join our team. As a trusted advisor, you'll work closely with a portfolio of strategic accounts, gaining a deep understanding of their unique business objectives. With a focus on driving product adoption, you'll provide expertise in change management and be a...
-
Customer Support Advocate
6 months ago
Salt Lake City, United States ServiceTitan Full timeReady to be a Titan?We accompany our customers every step of the way, from the moment they partner with us, to the end of their journey. We work hard and like to have fun along the way. If you’re excited about helping small business owners in the trades, love technology, and aren't afraid of a challenge or two, our customer support team is where you...
-
Customer Success Manager
4 weeks ago
Salt Lake, Utah, United States Lucid Software Full timeJob DescriptionAt Lucid Software, we are seeking a highly skilled Customer Success Manager to join our team. As a key member of our Customer Success team, you will be responsible for driving customer adoption and retention of our solutions.Key Responsibilities:Lead and inspire a team of Customer Success Managers to achieve increased retention, expansion, and...
-
Customer Success Manager
1 month ago
Salt Lake, Utah, United States Chargezoom Full timeCustomer Success ManagerChargezoom, a fast-growing SaaS fintech startup, specializes in delivering automated payment solutions. Our mission is to simplify internal financial processes and enable main-street businesses to save time, money, and achieve their goals through our intelligently designed software products and accounting software integrations.We are...
-
Customer Success Manager
3 weeks ago
Salt Lake, Utah, United States Chargezoom Full timeWe are seeking a highly motivated and experienced Customer Success Manager to join our Client Onboarding Team at Chargezoom, a fast-growing SaaS fintech startup that specializes in delivering automated payment solutions.As a key member of our team, you will be responsible for acting as the main point of contact and product expert during your clients' first...
-
Customer Success Manager
3 weeks ago
Salt Lake, Utah, United States Chargezoom Full timeAt Chargezoom, a fast-growing SaaS fintech company, we specialize in delivering automated payment solutions that simplify internal financial processes for main-street businesses. Our mission is to enable these businesses to save time and money through our intelligently designed software products and accounting software integrations. We are currently seeking...
-
Customer Success Manager
3 weeks ago
Salt Lake, Utah, United States Lucid Software Full timeAbout the RoleWe are seeking a highly skilled Customer Success Manager to join our team at Lucid Software. As a key member of our Customer Success Team, you will be responsible for ensuring our customers derive maximum value from our solutions.Key ResponsibilitiesDevelop a deep understanding of the Lucid Suite and demonstrate its value to customers.Create...