Customer Success Associate I (East)

About the role

The Customer Success Associate (CSA) will play a pivotal role in directly engaging with our SMB customers to drive the successful activation of Wisetack as their preferred financing solution. This role helps merchants understand how Wisetack can support close rates, ticket sizes, and overall business growth, while ensuring new customers are set up to successfully maximize their use of Wisetack to grow loan volume.

Responsibilities

• Onboard new customers using different channels (phone calls, video conferencing, emails and text messaging)
• Educate new customers about the benefits Wisetack brings to their business
• Execute ad-hoc activation campaigns, as determined by business needs
• Communicate merchant needs, recurring blockers, and feedback to cross-functional partners, especially product, marketing, and partner teams
• Collaborate actively with the growth and product teams to ensure consistent experience, share learnings, and consolidate feedback

Requirements

• 2+ years of experience in a customer-facing role, such as customer success, onboarding, support, sales, or account management
• Bachelor's degree
• Comfort with the types of technology we use as a team: Salesforce, Tableau, Salesloft, Slack, Google Suite, Claude, ChatGPT, Granola, Confluence, and more
• Demonstrated ability to use customer data and feedback to prioritize work, identify patterns, and surface opportunities for improvement
• Strong verbal and written communication via phone, text, video conferencing, and email
• Strong organizational skills, time management, and follow-through in a high-volume environment
• Product orientation, as evidenced by prior work in a technology start-up
• Comfort using AI tools to improve productivity, communication quality, and day-to-day workflow efficiency

Skills

Intellectually curious, diligent, proactive, and deeply committed to customer success, always prioritizing integrity and long-term results over short-term gains.

Benefits

Range of base salary for the position is between $58,300.00 - $81,600.00, plus $4,000 annual discretionary bonus, equity, and benefits.