Kadince

Customer Success Manager

Kadince

full-time

Posted on:

Location Type: Remote

Location: Utah • United States

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Job Level

Junior

About the role

  • Provide exceptional customer support and onboarding for financial professionals
  • Assist customers in using the software effectively
  • Review emails and respond to customer requests
  • Log customer interactions in Salesforce
  • Work collaboratively with team members and clients
  • Set and meet KPIs for customer satisfaction

Requirements

  • At least 1 year of experience working in the financial industry
  • Experience with community involvement, CRA, complaints, or marketing
  • Compassionate with a lot of empathy
  • Self-starter who doesn’t need every moment of the day planned
  • Desire to improve listening and teaching skills
Benefits
  • Competitive pay
  • 401(k) matching
  • Generous paid leave
  • Insurance (medical, dental, vision, life, short-term disability)
  • Flex spending account
  • Celebrations for birthdays and work anniversaries
  • Fun gifts for team members

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
customer supportonboardingempathylistening skillsteaching skillsself-startercollaboration