Customer Success Associate — Activation & Onboarding

Wisetack; United States; Remote; USD 58,000 - 82,000; Full time

Job summary

Wisetack in the United States is seeking a Customer Success Associate to actively engage SMB customers and drive activation of our financing solution.

You will own onboarding, educate merchants on benefits, run activation campaigns, and relay feedback to product and marketing teams to improve the merchant experience.

Qualified candidates bring 2+ years in customer-facing roles, a Bachelor's degree, and comfort with our tech stack, including Salesforce and Slack.

Qualifications

• 2+ years in a customer-facing role (customer success, onboarding, support, sales, or account management).
• Bachelor's degree.
• Experience with our tech stack (Salesforce, Tableau, Salesloft, Slack, Google Suite, Claude, ChatGPT, Granola, Confluence).
• Strong verbal and written communication; ability to guide conversations and priorities.

Responsibilities

• Onboard new customers using multiple channels (phone, video, email, text).
• Educate customers about Wisetack benefits and impact on their business.
• Execute ad-hoc activation campaigns as needed.
• Communicate merchant needs and blockers to cross-functional partners (product, marketing, partner teams).

Skills

Customer-facing

Onboarding

Communication

Time management

Education

Bachelor's degree

Tools

Salesforce

Tableau

Salesloft

Slack

Google Workspace

Claude

ChatGPT

Confluence

Granola

Job description

Wisetack in the United States is seeking a Customer Success Associate to actively engage SMB customers and drive activation of our financing solution.

You will own onboarding, educate merchants on benefits, run activation campaigns, and relay feedback to product and marketing teams to improve the merchant experience.

Qualified candidates bring 2+ years in customer-facing roles, a Bachelor's degree, and comfort with our tech stack, including Salesforce and Slack.