Customer Success Specialist

📋 Description

• Ownership Model: Own a portfolio of SMB customers from onboarding to expansion.
• Drive Activation & Spend Growth: Monitor usage to boost card utilization.
• Be a Trusted Advisor: Act as ops contact; align AI tools with needs.
• Solve Problems with Urgency: Resolve inquiries via phone, email, and chat.
• Drive Product Adoption: Monitor health and guide feature adoption.
• Manage Escalations End-to-End: Own escalations across teams.

Location: Full-time, in-office (M-F, 9:00 AM–6:00 PM) in South Florida.

🎯 Requirements

• Relevant Experience: 1–3 years in CS/AM/Sales in SaaS/Fintech.
• Consultative Communicator: Build trust across phone, email, and chat.
• Analytical Thinker: Use data to drive adoption and reduce churn.
• Tech-Forward: Comfortable with AI workflows; Zendesk, Intercom, or CRM a plus.
• Problem Solver: Proactive and adaptable in ambiguity.
• Nice to Have: QuickBooks, Xero, or NetSuite experience.

🎁 Benefits

• Build & Scale: Dynamic, fast-growing company backed by $200M+.
• Real Impact: Help SMBs adopt smarter financial tools and succeed long term.
• Ownership & Growth: Influence product feedback and your career path.
• Competitive Compensation: Salary and equity that reflect company success.
• Location: On-site in South Florida.
• Health, Dental, Vision, PTO, Training: Comprehensive benefits package.