Proactively identifying customer pain points during onboarding and working with internal teams (Customer Operations, Design, Product & Engineering) to address and resolve those pain points
Daily monitoring of customer onboarding metrics and identifying and escalating any blockers and errors to the Product & Engineering team
Leading cross-functional initiatives to improve the customer onboarding experience by executing testing and training the Customer Operations team
Gather customer feedback on our onboarding process and ensure this feedback is represented in our product and feature roadmap
What You Should Have
A minimum of 2 years of customer support experience in fintech/financial services
A minimum of 2 years experience working in a customer onboarding or customer experience role
Excellent communication, reading comprehension, and writing skills
History of taking ownership and driving results
Excellent analytical aptitude; SQL skills are a bonus
If you feel you are a fit, please apply because we would love to hear from you. It means a lot to us that you have taken the time to read through our job description so thank you so much for your time. We wish you all the best in your job search. If there are any accommodations that we can provide during the interview process that help you to be confident and do your best work, don’t hesitate to let us know.
To apply for this job please visit boards.greenhouse.io.