The role you'll play:

The Consumer Edge Customer Success Associate is responsible for supporting CE’s Sales & Customer Success teams, optimizing the sales process and client experience. The CSA will support CE’s teams throughout the entire sales & business cycle including prospecting, contract signature, client training/onboarding, renewals, and more.

About Customer Success at CE:

Customer Success is a fast-growing function at Consumer Edge, with the Director of Customer Success joining to build & lead the team in Q3 2021. This is an exciting opportunity to be the first Customer Success Associate hire at a company that prioritizes building differentiated datasets & products that serve customers’ needs.

Every day our team speaks with the best and brightest investors looking to better use data in their decision-making processes. Customer Success is at the center of helping our teams sell better & provide white-glove service for our customers.

The CSA will have a unique opportunity to influence many aspects of CE’s business, take on new responsibilities, and work with Customer Success, Sales, and Revops directors for career advancement opportunities.

Your main responsibilities:

  • Manage day-to-day relationships with a select group of CE’s customers
  • Maintain relationships with and own processes with CE’s 3rd party vendors
  • Own user setup process for CE’s products & assist the Sales & Customer Success teams with key accounts
  • Work with the Director of Customer Success to assist with renewal processes for select accounts
  • Partner with the Director of Customer Success to build new training materials & resources for CE’s customers
  • Play an active role in the assessment, implementation, and use of tools such as a customer-facing help desk, FAQ guides, in-app training guides, and more

You will be successful in this role if you have:

  • A desire to drive business results with a team-first mentality
  • Strong verbal/written communication & presentation skills; extraordinary listening skills
  • Strong problem solving & analytical skills; formulates solutions that deliver real business value
  • Ability to multi-task and prioritize work effectively across projects
  • A drive to exceed goals and a positive, proactive attitude to overcoming challenges
  • An entrepreneurial spirit and an enthusiasm for building new processes

We’re looking for someone with:

  • B.S. or B.A. in finance, business management, economics, or similar field of study
  • 1+ year(s) of experience working in tech and/or with investor clients
  • An interest in pursuing a career in client-facing roles
  • Knowledge of or willingness to learn Excel, PowerPoint, and Salesforce
  • Experience working with cross-functional teams (i.e. Sales, Research, Marketing, Product, etc.)
  • You’re driven; no obstacle is too difficult to overcome, and no one needs to push you to excel
  • A passion for SaaS products, data, financial services, or B2B technology

What you will have at Consumer Edge:

  • Competitive Salary
  • 401(k) matching
  • Career growth opportunities within the Customer Success team
  • Great people: surround yourself with a team of people with a shared vision & focus, drive, a passion for CE’s customers, and comradery 
  • Work-from-home flexibility
  • An incredible product & powerful data that “wows” clients
  • Subsidized health, dental, and vision insurance along with unlimited sick-day policy
  • An opportunity to be a core part of a new function of the business

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