Hybrid Customer Success Associate

Posted 2 hours ago

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About the role

  • Customer Success Associate working with clients to enhance their experience with Beam's financial solutions. Facilitating onboarding, relationship management, and customer satisfaction.

Responsibilities

  • Drive customer success and growth at Beam
  • Guide new customers through their onboarding and implementation journey
  • Proactively engage with customers to ensure their success and satisfaction, leveraging new technologies and processes to drive efficiency
  • Troubleshoot customer issues and coordinate with internal teams for resolution
  • Use Hubspot to track customer interactions and maintain detailed records
  • Collaborate with product and design to advocate for customers’ feature requests based on their feedback
  • Create and maintain customer success resources and documentation
  • Monitor customer health metrics and identify opportunities for expansion

Requirements

  • 2-4 years of customer-facing experience
  • Experience with onboarding customers and implementing a product or service
  • Strong verbal and written communication skills
  • An entrepreneurial and scrappy mindset: a self-starter able to thrive in ambiguity
  • A bias towards process and documentation
  • **Nice to have**
  • Experience working with small businesses or construction companies
  • Basic understanding of construction industry workflows
  • Experience and/or comfort with financial technology (e.g., payments)
  • Previous startup experience
  • Experience providing Spanish-language support and training

Benefits

  • We offer competitive cash compensation ($75-90k+) as well as meaningful equity
  • We offer generous benefits, including medical, dental, and vision

Job title

Customer Success Associate

Job type

Experience level

JuniorMid level

Salary

$75,000 - $90,000 per year

Degree requirement

No Education Requirement

Location requirements

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