The Financial Success Coordinator serves as a primary point of contact for members, managing high-volume inbound and outbound communications via phone and email. They are responsible for identifying member needs, scheduling financial coaching appointments, and maintaining accurate documentation within the company's systems.
Provide full-spectrum financial counseling and education to help members achieve their financial goals. Drive long-term coaching relationships and inspire positive behavioral changes regarding personal finance.
Conduct 30-minute one-on-one virtual financial coaching sessions with employees of global companies. Provide unbiased education on topics such as budgeting, debt management, and retirement planning while documenting session details.
Conduct 30-minute one-on-one virtual financial coaching sessions with employees of global companies. Provide unbiased education on topics such as budgeting, debt reduction, credit, and retirement planning.
Conduct 30-minute one-on-one virtual financial coaching sessions with employees of global companies. Provide unbiased education on topics such as budgeting, debt reduction, credit, and retirement planning.
The Director of Customer Success will build and scale the direct-employer customer success operating model, including segmentation, health scoring, and renewal forecasting. They will lead a team of CSMs while personally managing strategic accounts to ensure revenue retention and growth.
Conduct 30-minute one-on-one virtual financial coaching sessions with employees of global companies. Provide unbiased education on topics such as budgeting, debt reduction, and retirement planning while documenting session details.
Conduct 30-minute one-on-one virtual financial coaching sessions with employees to provide unbiased education on topics like budgeting, debt, and retirement. Tailor sessions to individual member goals while maintaining confidentiality and documenting session details.
The Financial Success Coordinator manages the member intake process by matching individuals with appropriate financial coaches and maintaining their schedules. They serve as a primary point of contact, handling high-volume inbound and outbound communications to ensure members receive consistent support.
