Permanently 100% Remote Job Title: Remote Customer Success Associate - $60k-$75k (FinTech) Salary: $60k-$75k Base + Benefits, 401k, PTO Requirements: Customer Success/Account Management in B2B We offer an intuitive web-based CRM for financial advisors and wealth managers. Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales. Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice. We are Series B funded for $30MM, have been in business since 2012, and have 100 employees. Our founders have built and exited several successful start ups and this is their third venture. We are REMOTE first and our team is distributed throughout the country. Due to growth, we are hiring a Remote Customer Success Associate experience with: 3+ years in B2B SaaS Experience in financial services is a big plus, but not required! You will take a lead role in client education meetings and personalized meetings across mid market and enterprise accounts. You will also assist customers to better understand our software and how to best utilize our products. Rather than manage a dedicated books of business, you will provide support and assistance as needed. Top Reasons to Work with Us Remote: Permanently 100% Remote Compensation: $60k-$75k Base + Benefits, 401k, PTO Culture: Modern, supportive start-up culture What You Will Be Doing You will take a lead role in client education meetings and personalized meetings across mid market and enterprise accounts. You will also assist customers to better understand our software and how to best utilize our products. Help to develop and refine content for specific customer personas Collaborate with both Sales and Onboarding to provide support What You Need for this Position 3+ years in B2B SaaS Experience in financial services is a big plus, but not required! What's In It for You $60k-$75k Base + Benefits, 401k, PTO Vacation/PTO Medical Dental Vision Bonus 401k Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard Benefits Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also: Email Your Resume In Word To ****** Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MA5-1821921L282 -- in the email subject line for your application to be considered.*** Matt Abbasfard - Lead Recruiter For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/30/2024 and applications will be accepted on an ongoing basis until the position is filled or closed. CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.