[Remote] Customer Success Operations Specialist
Note: The job is a remote job and is open to candidates in USA. Rain is the world's first AI Financial Health Platform, serving 3.5 million employees at leading organizations like McDonald's, Marriott, and T-Mobile. They are seeking a Customer Success Operations Specialist to ensure that all Customer Success activities are carried out efficiently and effectively, supporting client satisfaction and improving processes within the Customer Success function.
Responsibilities
- Coordinate, support and escalate issues between customers, users and Rain internal teams
- Perform scheduled operational tasks on a rotating basis, requiring strict accuracy, and on-time completion
- Work closely with Analytics & Insights teams to monitor and troubleshoot issues proactively and reactively
- Find areas that need improvements, identify redundant processes and help streamline the entire Customer Success function
- Create and improve standardized processes
- Contribute to documentation used for internal or external training/learning
- Escalate Customer Success team issues to Product and Engineering teams
- Support CSMs in identifying and executing growth initiatives in support of Analytics & Insights teams
Skills
- 2+ years of experience in B2B SMB or scaled in customer success, account management, or sales with a history of driving revenue through retention and expansion of existing customers
- Strong project management skills and ability to prioritize internal and external requests
- Demonstrated track record of successfully building relationships and problem solving skills
- Proven ability to measure, understand, and communicate business needs and impact to your customers
- Ability to be flexible and adjust to changing priorities or projects as the company scales
- Experience using an enterprise CRM (HubSpot, Salesforce, etc.)
- Experience in FinTech is a plus
Benefits
- Flexible PTO
- Medical, Dental, Vision, Life, Disability coverage
- Parental leave
- Monthly stipend
- Equity options
Company Overview