There must be mutual trust among team members to get work done right and on time. The key to success is making good things happen consistently as a leader in your area of expertise. Remote team members have the freedom to choose their place to work. Having a distributed team allows us to do great work with amazing people, who not only deliver tons of value, but who also find the process itself deeply satisfying. BA/BS degree in related fields preferredĮssential Qualities for Remote Team Members.Previous industry experience in financial services, marketing, and technology preferred.3-5 years of Customer Success experience, managing successful and proven outcomes.Conduct routine account performance planning and reviews.
Build strong customer relationships by maintaining high levels of engagement, adoption, and communication.Cross-departmental collaboration to share customer insights that inform additional product and marketing opportunities.Be comfortable contacting customers via multiple platforms: chat, email, video calls, etc.Proactively monitor and address customer success concerns and opportunities.Partner with customers through the lifecycle journey: onboarding, adoption, success.Independently manage 100 accounts in an intelligently-automated environment Previous industry experience in financial services, marketing, and technology preferred. Strong decision-making and leadership skills are vital, along with previous Customer Success knowledge and experience. This person thrives in a changing, high-volume environment where personal organization, resourcefulness, and focus are needed to manage multiple workflows seamlessly. Working in a fast-paced, remote environment, this person should excel at time management, self-discipline, prioritization, and work productively with minimal supervision. This team member must be passionate about building and maintaining relationships with customers, proactively guiding them through our program to achieve long-term success. The ideal candidate will have a strong drive to build customer engagement and growth while mitigating churn. This person will cultivate and nurture customer relationships from onboarding, through program adoption, and culminating with long-term advocacy. We are looking for a passionate, results-oriented individual to join our team as a Remote Customer Success Specialist. Every new person we add to our team helps raise the bar of what we can accomplish together. Our culture is intentionally designed to bring out the best in each team member so that we can continually achieve our growth and revenue potential. Our Automated Growth Program helps transform financial advisory businesses through purpose-driven content, easy automation, and world-class support. Snappy Kraken is the marketing program leader in the financial services industry and voted Best Place to Work in FinTech for 3-years in a row.
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