Customer Success Associate, Eastern Time

Guideline is on the lookout for a Buyer Success Affiliate to affix the Buyer Success group.

Should reside in FL, MA, MD, ME, or NC (Jap Time) 

What Will You Be Working On

That is the proper alternative for somebody who likes to troubleshoot and help others with discovering one of the best answer. You could not know what the reply is, however you’ll put within the effort and can cease at nothing to resolve issues! You prioritize your workload and know nothing however Inbox Zero. Most of all, you get pleasure from working with others and excel in constructing relationships!

• Help clients with a number of channels, together with: electronic mail and cellphone
• Prospects you can be supporting are the plan contributors, that means the staff of the corporate which might be enrolled within the 401(ok) profit
• Each day administration and group of product instruments resembling Confluence, Jira, and Salesforce.
• Be the go-to particular person as soon as plan has signed up – dealing with any questions and educating contributors
• Making certain that our clients are supported and happy
• Act because the voice of our clients – determine developments and gaps based mostly on communication and suggestions from clients
• Collaborate interdepartmentally with gross sales, engineering, operations, and our in-house monetary planners in an effort to troubleshoot and assist clients
• Report back to Buyer Success Supervisor

The Group

Buyer Success makes certain that our clients have an amazing person expertise. We’re a extremely collaborative group and work intently with the Shopper Growth and Buyer Operations groups. The corporate depends on us to keep up buyer satisfaction and excessive retention charge.

What We’re Wanting For

• BA/BS diploma
• 2+ years expertise in buyer care or success
• Advantages and/or 401(ok) expertise a plus
• Glorious verbal and written communication abilities
• Expertise with buyer assist platforms and CRMs (JIRA, Salesforce)
• Extremely proficient with Google Apps and macOS
• Naturally empathetic particular person who genuinely loves serving to individuals
• Sturdy prioritization and group are innate abilities

Extra about Guideline

Everybody ought to have a easy, reasonably priced method to save for retirement. At Guideline, our plans are low value and extremely automated. This makes it simple for firms to supply a beneficial profit—and straightforward for individuals to put money into their monetary future with confidence.

Supply Package deal

The anticipated Wage for this place is $65,000 yearly. Compensation is set by quite a few elements resembling your {qualifications}, expertise, and work location.

Further advantages:

• Versatile trip coverage

• Firm fairness

• 401(ok) with matching contributions

• 100% paid worker insurance coverage protection

• Annual studying and growth stipend

• Parental depart

• Sabbatical after 5 years of employment

Guideline gives equal employment alternatives to all workers and candidates for employment with out regard to race, faith, colour, nationwide origin, gender, sexual orientation, age, marital standing, veteran standing, or incapacity standing.

Employment for this position open to residents of FL, MA, MD, ME, and NC. Guideline is dedicated to defending the privateness and safety of the private info of our candidates. Please check with Guideline’s Privacy Policy for details about our privateness and safety practices.

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