Job Description
Wealthbox is looking for a Customer Success Representative to help our customers get the most out of our CRM platform. You will be part of a dedicated team providing a seamless customer experience, from onboarding to long-term engagement. Your focus will be on ensuring high levels of customer satisfaction and successful user adoption of Wealthbox CRM.
Key Responsibilities
- Provide high-quality and timely customer support via the Zendesk ticketing system.
- Address customer questions, resolve issues, and fulfill their needs through email, video conferencing, and screen-sharing.
- Assist customers in understanding and utilizing Wealthbox features to maximize their experience.
- Maintain a thorough knowledge of Wealthbox's products and services to provide accurate support and solutions.
- Develop and refine educational content for specific user personas to drive user adoption and long-term success.
- Partner with cross-functional teams (e.g., product, engineering, marketing) to improve product features, workflows, and customer experience.
- Create, organize, and manage instructional materials within the Wealthbox help center to ensure customers have access to valuable resources.
Skills & Qualifications
- Entry-level experience in a customer support or related role.
- Familiarity with Zendesk or similar ticketing platforms is an advantage.
- Interest in the financial services industry.
- Excited to work in a high-energy and collaborative environment.
- Strong communication skills, especially via screen share, email, and telephone.
- Ability to think quickly with strong problem-solving skills.
- Responsible, ethical, and always willing to help customers.
Preferred Qualifications
- Experience creating educational content (e.g., tutorials, help articles).
Benefits
- Competitive compensation
- Comprehensive health plan coverage
- 401k plan
- Paid time off