CRM Executive focusing on lifecycle marketing and customer relationships at Vintage Cash Cow. Supporting CRM execution, quality assurance, and operational processes in a global context.
About the role
- Customer Success Associate working with clients to enhance their experience with Beam's financial solutions. Facilitating onboarding, relationship management, and customer satisfaction.
Responsibilities
- Drive customer success and growth at Beam
- Guide new customers through their onboarding and implementation journey
- Proactively engage with customers to ensure their success and satisfaction, leveraging new technologies and processes to drive efficiency
- Troubleshoot customer issues and coordinate with internal teams for resolution
- Use Hubspot to track customer interactions and maintain detailed records
- Collaborate with product and design to advocate for customers’ feature requests based on their feedback
- Create and maintain customer success resources and documentation
- Monitor customer health metrics and identify opportunities for expansion
Requirements
- 2-4 years of customer-facing experience
- Experience with onboarding customers and implementing a product or service
- Strong verbal and written communication skills
- An entrepreneurial and scrappy mindset: a self-starter able to thrive in ambiguity
- A bias towards process and documentation
- **Nice to have**
- Experience working with small businesses or construction companies
- Basic understanding of construction industry workflows
- Experience and/or comfort with financial technology (e.g., payments)
- Previous startup experience
- Experience providing Spanish-language support and training
Benefits
- We offer competitive cash compensation ($75-90k+) as well as meaningful equity
- We offer generous benefits, including medical, dental, and vision
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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