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
