Customer Success Associate I

Wisetack

Customer Success Associate activating SMB customers' financing solutions at Wisetack. Onboarding customers and driving activation through consultative communication.

Posted 5/13/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $58,300 - $81,600 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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
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

Requirements

What you’ll need

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
Strong verbal and written communication via phone, text, video conferencing, and email
Strong 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

Benefits

Comp & perks

$4,000 annual discretionary bonus
equity
benefits

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

customer successonboardingsupportsalesaccount managementdata analysispattern identificationopportunity identificationproduct orientationAI tool usage

Soft Skills

verbal communicationwritten communicationorganizational skillstime managementfollow-through

Certifications

Bachelor's degree