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Customer Success Associate

2 months ago

Charlotte, North Carolina, United States Chello Full time
Customer Success Associate

Chello is a pioneering digital banking platform that delivers daily business insights, cash flow predictions, and access to funding. As a Customer Success Associate, you will play a key role in driving and delivering an exceptional customer experience.

Main Responsibilities:
  • Respond to customer inquiries in a timely and efficient manner via chat and scheduled phone calls.
  • Assist bank operations with customer engagement regarding specific questions and processes related to Chello insights and Boost Line of Credit.
  • Capture and share customer feedback related to the Chello product and processes.
  • Work cross-functionally to represent the customer in discussions related to product roadmap and prioritization.
  • Identify potential lead opportunities for additional product purchase or usage.
Requirements:
  • Associate degree in communications, business administration, liberal arts, or a related field.
  • 2+ years of experience in account management, customer success, or customer support.
  • Excellent customer service, communication, and documentation skills.
  • Detail-oriented and able to manage multiple priorities.
  • Creative problem-solving and proven ability to think outside the box.
  • Enthusiasm for technology and eagerness to explore and master new tools and software.
  • Team player with a focus on customer experience.
  • Computer proficiency and knowledge of MS Office and related business applications.
  • Proficiency in HubSpot or other CRM tools is a plus.
  • Understanding of banking or financial products and services is preferred but not required.
  • Legally authorized to work in the US is required.