Conversion Capital
Customer Success Associate
Remote, USA
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, Affim, Varo Money and we’re backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures. Having raised $84M, we’re a well‑funded startup 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
We’re also proud to have received 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 a 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.
Role Our company values guide us in everything we do. We expect you to adhere to them: Put customers first, Act fast, Lead the way, Take ownership, Be a good human.
The Customer Success Associate The Customer Success Associate (CSA) plays a pivotal role in directly engaging with SMB customers to drive the successful activation of Wisetack as their preferred financing solution. This role is crucial in helping merchants understand how Wisetack can significantly boost their business growth while ensuring new customers maximize their use of Wisetack to grow loan volume.
Key responsibilities include managing and nurturing customer relationships by owning the onboarding process and hitting measurable activation metrics. While this role is not centered on traditional sales, the CSA will be deeply involved in activating new merchants, ensuring they are fully equipped to leverage Wisetack’s offerings.
Responsibilities
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
Execute ad‑hoc activation campaigns as determined by business needs
Communicate merchant needs and feedback to the broader organization (especially product, marketing, and partner managers)
Collaborate actively with the growth and product teams to ensure consistent experience, share learnings, and consolidate feedback
Requirements
2+ years of experience in a customer‑facing role, such as customer success, support, sales, or account management
Bachelor’s degree
Comfort with the types of technology we use as a team: Salesforce, Tableau, Salesloft, Slack, Google Suite, and Confluence
Demonstrated ability to analyze customer data and feedback to identify trends and areas for improvement
Strong verbal and written communication via phone, text, video conferencing, and email
Strong organizational and time management skills
Product orientation, as evidenced by prior work in a technology start‑up
Bonus points
Fintech experience
Experience with the home services sector
Compensation The range of base salary for the position is between $58,300 and $81,600, plus an annual discretionary bonus of $4,000, equity, and benefits. Please note that the base salary range is a guideline, and individual total compensation will vary based on qualifications, skill level, and competencies.
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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, Affim, Varo Money and we’re backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures. Having raised $84M, we’re a well‑funded startup 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
We’re also proud to have received 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 a 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.
Role Our company values guide us in everything we do. We expect you to adhere to them: Put customers first, Act fast, Lead the way, Take ownership, Be a good human.
The Customer Success Associate The Customer Success Associate (CSA) plays a pivotal role in directly engaging with SMB customers to drive the successful activation of Wisetack as their preferred financing solution. This role is crucial in helping merchants understand how Wisetack can significantly boost their business growth while ensuring new customers maximize their use of Wisetack to grow loan volume.
Key responsibilities include managing and nurturing customer relationships by owning the onboarding process and hitting measurable activation metrics. While this role is not centered on traditional sales, the CSA will be deeply involved in activating new merchants, ensuring they are fully equipped to leverage Wisetack’s offerings.
Responsibilities
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
Execute ad‑hoc activation campaigns as determined by business needs
Communicate merchant needs and feedback to the broader organization (especially product, marketing, and partner managers)
Collaborate actively with the growth and product teams to ensure consistent experience, share learnings, and consolidate feedback
Requirements
2+ years of experience in a customer‑facing role, such as customer success, support, sales, or account management
Bachelor’s degree
Comfort with the types of technology we use as a team: Salesforce, Tableau, Salesloft, Slack, Google Suite, and Confluence
Demonstrated ability to analyze customer data and feedback to identify trends and areas for improvement
Strong verbal and written communication via phone, text, video conferencing, and email
Strong organizational and time management skills
Product orientation, as evidenced by prior work in a technology start‑up
Bonus points
Fintech experience
Experience with the home services sector
Compensation The range of base salary for the position is between $58,300 and $81,600, plus an annual discretionary bonus of $4,000, equity, and benefits. Please note that the base salary range is a guideline, and individual total compensation will vary based on qualifications, skill level, and competencies.
#J-18808-Ljbffr