Customer Success Associate

This is a remote position.

Responsibilities

• Respond to support issues from users directly via email, Zendesk tickets, Zoom meetings, and phone calls
  
• Onboard new users via Zoom
  
• Expand and update our online knowledge base with articles, including images and videos
  
• Lead online training sessions for a group of users in webinar format
  
• Gather feedback from users to document and prioritize bugs and feature requests
  
• Proactively communicate with existing users to ensure optimal use of available features
  
• Travel to exhibit at industry conferences, typically 1-2 times per year​
  

Requirements

• Available to support users weekdays covering at least 9am ET to 5pm ET
  
• College graduate with 2-5 years of experience (customer support experience a plus)
  
• Strong written and verbal communication skills, especially in solving other people’s issues with empathy, patience, and clarity
  
• Ability to work under changing or unclear priorities and deadlines
  
• Interest in investments, wealth management, and technology
  

Benefits

• Position is fully remote with no plans to require in-office work
  
• Medical, dental, and vision insurance
  
• 401k with employer match
  
• Paid time off
  
• Stock option plan