- Participate in moderately complex support services in account management, operations, documentation, customer service and technical support.
- Identify opportunities for process improvement within the customer support functional area.
- Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.
- Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs.
- Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues.
- Serve as the first point of customer contact in providing support for routine technical questions and issues.
- 2+ years of experience in Customer Service, Financial Services or Contact Center, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Series 7 License - Must be Active (or within a 2 year window so it may be reactivated quickly)
- Brokerage operations experience
- Customer service experience
- Microsoft Products
- Strong verbal and written communication Skills
-
Customer Success Lead
1 week ago
Lingrove San Rafael, United States**Customer Success and Estimating Lead** · Are you ready to make a lasting impact? At Lingrove, we're revolutionizing the built environment with our eco-friendly, high-performance interior products. We're pioneering next-generation plant-based composites, offering superior altern ...
-
Customer Success Lead
1 week ago
Unlayer San Francisco, United States[Full Time] Customer Success Lead at Unlayer (United States) | BEAMSTART Jobs · Customer Success Lead · Unlayer United States · Date Posted · 12 May, 2023 · Work Location · San Francisco, United States · Salary Offered · Not Specified · Job Type · Full Time · Experience Require ...
-
Customer Success Lead
1 week ago
Saasgrid San Francisco, United StatesSaaSGrid is the first BI tool built specifically for SaaS companies. We integrate with CRMs, billing systems, general ledgers, and spreadsheets and calculate over 100 SaaS metrics, empowering companies to report their metrics with confidence. We help companies ditch complex sprea ...
-
Customer Success Lead
1 week ago
Vooma San Francisco, United StatesAbout The Role · As the first Customer Success team member at Vooma, you'll be working closely with the founders to ensure our customers are wildly successful. The Customer Success Lead will help craft our customer-success strategies & build out the department in an effort to de ...
-
Customer Success Lead
1 week ago
Pear VC San Francisco, United StatesOrby AI builds the next-generation Automation AI platform to automate repetitive processes. It provides a unique "observe, learn, and automate" end-to-end experience powered by an actions-based foundation model. Orby observes a user's activities, identifies repetitive work steps, ...
-
Customer success operations lead
1 week ago
WaterSHED San Francisco, United StatesAbout WatershedWatershed is a software platform for running a world-class climate program. We measure our success in the carbon reduction achievements of our customers. We are looking for team members who love product-building, want to work hard at a mission-oriented startup, and ...
-
Customer success operations lead
1 week ago
WaterSHED San Francisco, United StatesAbout Watershed · Watershed is a software platform for running a world-class climate program. We measure our success in the carbon reduction achievements of our customers. We are looking for team members who love product-building, want to work hard at a mission-oriented startup, ...
-
Customer Success Team Lead
1 week ago
Snappr San Francisco, United States[Full Time] Customer Success Team Lead at Snappr (United States) | BEAMSTART Jobs · Customer Success Team Lead · Snappr United States · Date Posted · 31 Oct, 2022 · Work Location · San Francisco, United States · Salary Offered · Not Specified · Job Type · Full Time · Experience ...
-
Technical Customer Success Lead
1 week ago
Pump San Francisco, United Statesis on the lookout for its first Customer Success Lead. Join us in making sure our customers are having the best experience. Your job is important in building strong connections and making the go-to choice for businesses using the cloud. · Responsibilities: · Speak up for our c ...
-
Team lead, Scale customer success manager
1 week ago
Writer Corporation San Francisco, United StatesAbout Writer · AI your people will love. That's our vision, and it contains multitudes :-) · AI · your people · will love. · We're filling a big need for generative AI built ground-up for the needs of enterprises and embraced by their teams. As generative AI became a board-l ...
-
Team lead, Scale customer success manager
1 week ago
Writer San Francisco, United StatesAbout Writer · AI your people will love. That's our vision, and it contains multitudes :-) · AI · your people · will love. · We're filling a big need for generative AI built ground-up for the needs of enterprises and embraced by their teams. As generative AI became a board-level ...
-
SAP Palo Alto, United States**We help the world run better** · **What you'll do**: · - Lead Premium Engagement program · - Lead analysis of customer situation/requirements, including business requirements, program/project, IT, transformational, architecture, development, infrastructure, and operational topi ...
-
Airtable San Francisco, CA, United StatesAt Airtable we are passionate about how our product democratizes software creation and empowers anyone to "create anything." Just like Lego blocks, what our customers can build with Airtable is virtually limitless. This opens up all sorts of exciting possibilities to address miss ...
-
Svp, Customer Success
3 days ago
Salesforce San Francisco, United StatesJob Category · Customer Success · Job Details · **About Salesforce** · We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in ...
-
Customer Success Manager
1 week ago
Enable San Francisco, United States**Job Summary** · As a **Customer Success Manager**, you will work closely with our customers to help them reach their goals and realize maximum value from Enable. In this position, you will lead and manage a team of Implementation Analysts. You will demonstrate dedication and pr ...
-
Private Bank Office National Lead
1 week ago
Citizens San Francisco, United States**Description** · As a Private Bank Office National Lead, direct and oversee the Citizens Private Bank Office strategic and long-range goals. You will lead the Private Bank management team in driving sales and revenue results, bank deposit growth, employee management, employee an ...
-
Strategic Sales Leader
2 weeks ago
Writer San Francisco, United States**About Writer** · AI your people will love. That's our vision, and it contains multitudes: · - ) · - AI_ · - your people_ · - will love._ · We're filling a big need for generative AI built ground-up for the needs of enterprises and embraced by their teams. As generative AI becam ...
-
Art Teacher
1 week ago
Envision Education San Francisco Bay Area, United States**Envision Education seeks Art Teachers for the School Year, starting in August 2024.** Teachers will lead students in an academic vision of success that focuses on Envision's graduate profile rooted in ethnic studies, content-specific standards, and college/career readiness. · T ...
-
Enterprise Sales Leader
2 weeks ago
Writer San Francisco, United States**About Writer** · AI your people will love. That's our vision, and it contains multitudes: · - ) · - AI_ · - your people_ · - will love._ · We're filling a big need for generative AI built ground-up for the needs of enterprises and embraced by their teams. As generative AI becam ...
-
Director - Clean Energy & Transmission
2 weeks ago
Turner & Townsend San Francisco, United States**Company Description**: · - From the inception of a project through to completion and beyond, Turner & Townsend help to deliver the outcomes that matter through transformational programs covering the full spectrum of consultancy, project delivery and post-project operations. _ · ...
Customer Success Lead - West Valley City, United States - Calculated Hire
Description
Brokerage Complaint Resolution Specialist
Hybrid - Salt Lake City, UT
6-month Contract (W2), Weekly Pay (40 hours/week)
Pay Rate: $32.75/hr.
Desired Start Date: 5/13/2024
Calculated Hire is in search of a Customer Success Lead for our Fortune 100 Financial Services company. You will be responsible for the following components:
Job Description:
Required Qualifications:
Desired Qualifications