Remote Customer Success Associate - $60k-$75k (FinTech) Job at CyberCoders, Denver, CO

ZGZNcGxabmhIajRwL3hzejZJWmVxOVEwWlE9PQ==
  • CyberCoders
  • Denver, CO

Job Description

Permanently 100% Remote
Job Title: Remote Customer Success Associate - $60k-$75k (FinTech)
Salary: $60k-$75k Base + Benefits, 401k, PTO
Requirements: Customer Success/Account Management in B2B

We offer an intuitive web-based CRM for financial advisors and wealth managers.

Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales.

Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice.

We are Series B funded for $30MM, have been in business since 2012, and have 100 employees.

Our founders have built and exited several successful start ups and this is their third venture.

We are REMOTE first and our team is distributed throughout the country.

Due to growth, we are hiring a Remote Customer Success Associate experience with:

  • 3+ years in B2B SaaS

Experience in financial services is a big plus, but not required!

You will take a lead role in client education meetings and personalized meetings across mid market and enterprise accounts. You will also assist customers to better understand our software and how to best utilize our products.

Rather than manage a dedicated books of business, you will provide support and assistance as needed.

Top Reasons to Work with Us

  • Remote: Permanently 100% Remote
  • Compensation: $60k-$75k Base + Benefits, 401k, PTO
  • Culture: Modern, supportive start-up culture

What You Will Be Doing

  • You will take a lead role in client education meetings and personalized meetings across mid market and enterprise accounts. 
  • You will also assist customers to better understand our software and how to best utilize our products.
  • Help to develop and refine content for specific customer personas
  • Collaborate with both Sales and Onboarding to provide support

What You Need for this Position

  • 3+ years in B2B SaaS
  • Experience in financial services is a big plus, but not required!

What's In It for You

  • $60k-$75k Base + Benefits, 401k, PTO
  • Vacation/PTO
  • Medical
  • Dental
  • Vision
  • Bonus
  • 401k

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard

Benefits

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Preferred Skills

Customer Success

support

Assisting with Onboarding

Job Tags

Full time, Remote job,

Similar Jobs

BelovED Community & Empowerment Academy Charter Schools

Elementary Reading Support/Assistant Teacher Job at BelovED Community & Empowerment Academy Charter Schools

 ...Empowerment Academy Charter School is hiring a Teaching Assistant to specifically help elementary students with Reading and Writing in...  ...Certification in NJ is required! This Teaching Assistant/ Support Teacher role is different than a typical teaching assistant role. We... 

Accentuate Staffing

CNC Machinist III Job at Accentuate Staffing

Accentuate Staffing is assisting a leading custom equipment manufacturer who is looking for a CNC Machinist III to join their team. This is a direct hire opportunity working 6:30am-5pm Monday-Thursday. Responsibilities:~CNC Machinist will set up CNC Mills and lathes... 

Johns Hopkins Medicine

Registered Nurse - RN - PACU Job at Johns Hopkins Medicine

 ...caring professionals. Join the dynamic Post-Anesthesia Care Unit (PACU) team at Johns Hopkins Bayview Medical Center , where...  ...in patient recovery meets cutting-edge surgical care. As a PACU RN, you will play a vital role in the immediate postoperative recovery... 

Northwestern Medical Group

Staff Nurse-Cardiac Test Casual Days Job at Northwestern Medical Group

 ...shape the future of medicine. Description The Staff Nurse reflects the mission, vision, and values of NM, adheres to the...  ...the assessment health data so that it is accurate, complete and accessible. Identifies problems that need immediate attention.... 

Fresenius Medical Care Holdings, Inc.

Dialysis Outpatient Registered Nurse - RN Job at Fresenius Medical Care Holdings, Inc.

 ...Additional information: - At least 1 year of RN Dialysis experience -RN active license -You may need to go to other clinics to get...  ...of the hemodialysis health care team as a Staff Registered Nurse to ensure provision of quality patient care on a daily basis in...