Wisetack
fintech
CustomerSuccessAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Customer Success Associate at Wisetack. Skills: customer engagement, merchant onboarding, activation strategy, relationship management, product feedback, consultative communication. Engaging with SMB customers to drive the successful activation of Wisetack as their preferred financing solution.. Helping merchants understand how Wisetack can support close rates, ticket sizes, and overall business growth.”
What You'll Achieve.
drive the successful activation of Wisetack as their preferred financing solution; help merchants understand how Wisetack can support close rates, ticket sizes, and overall business growth; ensure new customers are set up to successfully maximize their use of Wisetack to grow loan volume; driving measurable activation outcomes
Industry & Context.
Demonstrated ability to use customer data and feedback to prioritize work, identify patterns, and surface opportunities for improvement
What They're Looking For.
Must Have
2+ years of experience in a customer-facing role, such as customer success, onboarding, support, sales, or account management, Bachelors degree, Comfort with the types of technology we use as a team: Salesforce, Tableau, Salesloft, Slack, Google Suite, Claude, ChatGPT, Granola, Confluence, and more, Demonstrated ability to use customer data and feedback to prioritize work, identify patterns, and surface opportunities for improvement, verbal and written communication via phone, text, video conferencing, and email, organizational skills, time management, and follow-through in a high-volume environment, Product orientation, as evidenced by prior work in a technology start-up, Comfort using AI tools to improve productivity, communication quality, and day-to-day workflow efficiency
Nice to Have
Fintech experience, Experience with the home services sector or SMB sector
What You'll Do.
Engaging with SMB customers to drive the successful activation of Wisetack as their preferred financing solution.
Helping merchants understand how Wisetack can support close rates
and overall business growth.
Ensuring new customers are set up to successfully maximize their use of Wisetack to grow loan volume.
Owning a structured onboarding process.
Managing merchant relationships.
Driving measurable activation outcomes.
Gathering and relaying product feedback from merchants.
Onboarding new customers using different channels (phone calls
emails and text messaging).
Educating 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 cross-functional partners
Collaborating actively with the growth and product teams to ensure consistent experience
and consolidate feedback.
How You'll Work.
Team & Collaboration
Communicate merchant needs, recurring blockers, and feedback to cross-functional partners, especially product, marketing, and partner teams.; Collaborate actively with the growth and product teams to ensure consistent experience, share learnings, and consolidate feedback.
Communication Scope
verbal and written communication via phone, text, video conferencing, and email; consultative communication skills
Full Job Description
Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops). Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And we’re backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more). Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly. We’re also proud to have received recognition from the fintech world. Awards we’ve won include: Ranked #21 on 2024 Inc. 5000 based on revenue growth Ranked #15 on 2024 Deloitte Fast 500 based on revenue growth 2024 Best Embedded Finance Solution for Banking Tech Awards 2023 Best Consumer Lending Program by Tearsheet 2023 Best Point of Sale Product by Fintech Breakthrough But what you’ll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies.) As a result of our efforts in building this healthy company culture, we’ve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance. Like any startup, we’re in it for the long haul, and we’re looking for people willing to join our journey of building something special together. This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same: Put customers first (that’s our M.O.) Act fast (leverage our startup environment). Lead the way (show and tell). Take ownership (everyone is hands-on here). Be a good human (no egos, build financial products th
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