Customer Success Representative

Location: Remote, USA (EST hours preferred)At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution. Wealthbox is seeking a Customer Success Representative. This role is responsible for helping Wealthbox customers get the most out of our best-in-class CRM platform.

You’ll be part of a team dedicated to providing a seamless customer experience, from onboarding through the entire customer journey, ensuring high levels of satisfaction, successful user adoption, and long-term engagement with Wealthbox CRM. ResponsibilitiesProvide high-quality, timely customer support via Zendesk ticketing system. Resolve our customer’s questions, issues, and needs through email, video conferencing and screen-sharing. Assist customers in understanding and utilizing Wealthbox features and functionalities to maximize their experience. Maintain a thorough knowledge of Wealthbox’s products and services to provide accurate support and solutions.

Develop and continuously refine educational content for specific user personas, driving user adoption and long-term success within firms. Partner with cross-functional teams (e. g. , product, engineering, marketing) to help 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.

Desired Skills & Experience3+ years in SaaS, B2B product education experienceFamiliarity with Zendesk or similar ticketing platformsExperience in the financial services industry is a big plus!Excited to work in a high-energy and collaborative environmentStrong communication skills, especially via screen share, email, and telephoneBeing capable of thinking quickly with strong problem-solving skills is a mustResponsible, ethical, and always in the mood to help our customersWork ScheduleWeekdays, during business hours. No travel required. BenefitsCompetitive compensationComprehensive health plan coverage401k planPaid time offInterested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox. com.

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