Customer Success Associate

The Role

The Customer Success Associate (CSA) will play a pivotal role in directly engaging with our SMB customers to drive the successful activation of Wisetack as their preferred financing solution. This role is crucial in helping merchants understand how Wisetack can significantly boost their business growth while ensuring that new customers maximize their use of Wisetack to grow loan volume.

Key responsibilities include managing and nurturing customer relationships by owning the onboarding process, with a strong focus on hitting measurable activation metrics. While this role is not centered on traditional sales, the CSA will be deeply involved in activating newly signed-up merchants, ensuring they are fully equipped to leverage Wisetack’s offerings.

The ideal candidate will be highly adaptable, motivated, and eager to experiment with various strategies to refine and optimize our merchant activation playbook. This position requires someone who is intellectually curious, diligent, proactive, and deeply committed to customer success, always prioritizing integrity and long-term results over short-term gains. Additionally, the CSA will actively gather and relay product feedback from merchants, contributing to ongoing improvements and innovation within Wisetack’s offerings.

Responsibilities

• Onboard new customers using different channels (phone calls, video conferencing, emails and text messaging)
• Educate new customers about the benefits Wisetack brings to their business
• Executing ad-hoc activation campaigns, as determined by business needs
• Communicating merchant needs and feedback to the broader organization (especially product, marketing, and partner managers).
• Collaborate actively with the growth and product teams to ensure consistent experience, share learnings, and consolidate feedback.

Requirements

• 2+ years of experience in a customer-facing role, such as customer success, support, sales, or account management
• Comfort with the types of technology we use as a team: Salesforce, Tableau, Salesloft, Slack, Google Suite, and Confluence, to name a few
• Demonstrated ability to analyze customer data and feedback to identify trends and areas for improvement
• Strong verbal and written communication via phone, text, video conferencing, and email
• Strong organizational and time management skills
• Product orientation, as evidenced by prior work in a technology start-up

Bonus points

• Fintech experience
• Experience with the home services sector

Conclusion

The range of base salary for the position is between $58,000 – $81,600 plus equity, and benefits . Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level and competencies.