Customer Success Advocate
4 weeks ago
Tailored 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 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.
- Advocate 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.
- 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.
- Ability 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, and analytical skills.
- Keen attention to detail with a passion for improving the customer experience.
- Enthusiasm for Tailored Management products and commitment to delivering exceptional service.
- 1+ years of customer service experience.
- Experience with financial services or payment providers preferred.
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Customer Success Advocate
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Customer Success Advocate
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Customer Success Manager
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Customer Success Manager
4 weeks ago
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Customer Success Manager
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Customer Success Manager
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Customer Success Manager
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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...
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Customer Success Manager
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Housing Advocate
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Healthcare Customer Success Director
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Salt Lake, Utah, United States Oracle Full timeJob SummaryWe are seeking a Senior Healthcare Customer Success Manager to oversee an assigned portfolio of healthcare customer accounts. The ideal candidate will have strong project management skills, excellent communication and interpersonal skills, and the ability to influence and negotiate effectively to achieve positive outcomes.Key Responsibilities*...
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Customer Success Manager
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Customer Success Manager, Salt Lake City
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Salt Lake, Utah, United States vialytics GmbH Full timeAbout vialyticsWe've created an innovative AI-based solution for municipal road management, revolutionizing the industry with our award-winning product.vialytics was founded in 2018 in Stuttgart, Germany, and has since expanded to the US, with a world-class team and operations in place.This is an exciting opportunity to help bring our product to a brand new...
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Housing Advocate Position
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Housing Advocate
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