Licensed Customer Success Associate Job at Figure (St Louis)

Customer Success Associate

We’re looking for driven, customer-focused teammates who are curious about innov...

Location

United States , Irving

Salary:

22.00 - 25.00 USD / Hour

Figure

Expiration Date

Until further notice

Requirements

1+ years in a customer-facing role
BA/BS from an accredited university preferred
A dependable and reliable team player who thrives in a fast-paced, high-volume environment
Adaptable and open to change as processes evolve
Clear, confident, and compassionate communication skills
Ability to become a licensed e-notary, including passing the Figure and state required background checks
Successfully complete the required compliance training
A solutions-oriented mindset and commitment to providing an outstanding customer experience
Ability to build trust and rapport with customers over the phone and in writing
Process driven organizational skills

Job Responsibility

Champion the customer support experience as the first point of contact for prospective and existing customers managing inbound calls, chats, and emails to provide expert guidance on our products and their applications
Help customers navigate the application process, troubleshoot issues, and resolve concerns with empathy and efficiency
Promote brand trust and loyalty by delivering exceptional support to our customers via phone, chat interactions and email
Identify trends, gather key insights, and contribute ideas to improve customer support processes and product experience
Provide technical support and troubleshooting on a variety of platform issues
Conduct video notary sessions with attention to detail and professionalism
Participate in new training and licensing programs to grow your skills and support team goals
Contribute to a high-energy, collaborative team environment in the Customer Support Center

What we offer

Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care, 401k, and commuter benefits
Employer-funded life and disability insurance coverage
11 Observed Holidays & PTO plan
Up to 12 weeks paid family leave
Continuing education reimbursement
Monthly Bonus: Can range anywhere from $0 - $1,300/month

Fulltime

Customer Success Associate

We’re looking for driven, customer-focused teammates who are curious about innov...

Location

United States , Reno

Salary:

22.00 USD / Hour

Figure

Expiration Date

Until further notice

Requirements

1+ years in a customer-facing role
BA/BS from an accredited university preferred
A dependable and reliable team player who thrives in a fast-paced, high-volume environment
Adaptable and open to change as processes evolve
Clear, confident, and compassionate communication skills
Ability to become a licensed e-notary, including passing the Figure and state required background checks
Successfully complete the required compliance training
A solutions-oriented mindset and commitment to providing an outstanding customer experience
Ability to build trust and rapport with customers over the phone and in writing
Process driven organizational skills

Job Responsibility

Champion the customer support experience as the first point of contact for prospective and existing customers managing inbound calls, chats, and emails to provide expert guidance on our products and their applications
Help customers navigate the application process, troubleshoot issues, and resolve concerns with empathy and efficiency
Promote brand trust and loyalty by delivering exceptional support to our customers via phone, chat interactions and email
Identify trends, gather key insights, and contribute ideas to improve customer support processes and product experience
Provide technical support and troubleshooting on a variety of platform issues
Conduct video notary sessions with attention to detail and professionalism
Participate in new training and licensing programs to grow your skills and support team goals
Contribute to a high-energy, collaborative team environment in the Customer Support Center

What we offer

Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care, 401k, and commuter benefits
Employer-funded life and disability insurance coverage
11 Observed Holidays & PTO plan
Up to 12 weeks paid family leave
Continuing education reimbursement
Monthly Bonus: Can range anywhere from $0 - $1,300/month

Fulltime

New

Customer Success Director - Northeast Region

Location

United States , New York City

Salary:

90000.00 - 120000.00 USD / Year

Allied Universal®

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business, Criminal Justice, Security Management, or related field of study with a minimum of eight (8) years of client retention experience
Associate’s degree in Business, Criminal Justice, Security Management, or related field of study with a minimum of ten (10) years of client retention experience
High school diploma or equivalent with a minimum of fifteen (15) years of client retention experience
Valid driver’s license if driving a company vehicle or personal vehicle while conducting business
Minimum of four (4) years of cross-functional leadership experience
Strategic planning and Request for Proposal (RFP) development experience
Ability to lead, coordinate, and influence cross-functional teams across multiple branches
Proven success in client retention, contract and contract management
Strong consultative selling and relationship-building skills
Excellent communication and presentation skills

Job Responsibility

Lead rebid efforts for large or cross-regional security accounts, collaborating with operations, finance, and pricing teams
Serve as an executive sponsor for designated accounts during renewal cycles
Oversee critical rebids and provide strategic guidance to improve win probability
Directly lead the region’s Rebid Specialist and cross-functionally lead Branch Managers, General Managers, and field leaders on rebid strategy, competitive positioning, and client messaging
Conduct post-mortem reviews of wins and losses
implement lessons learned region-wide
Monitor rebid retention tracking, margin performance, labor models, and HPW retention to identify risk early
Drive accountability for rebid success outcomes with Regional and Branch leadership
Participate in executive client meetings, QBRs, and escalations to reinforce contract value and resolve concerns ahead of rebid

What we offer

Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance
Eight paid holidays annually, five sick days, and four personal days
Vacation time is offered at an accrual rate of 3.08 hours biweekly
20% bonus opportunity and equity

Fulltime

Senior Customer Success Manager

With very limited direction, the Senior Customer Success Manager delivers post-s...

Location

United States , New York

Salary:

128000.00 - 161000.00 USD / Year

BlackLine

Expiration Date

Until further notice

Requirements

Years of Experience in Related Field Domain expertise - 7+ years of experience in accounting/auditing and/or in accounting/auditing/financial industry software solutions
Prior experience as a Controller and/or Director or Finance
Education: Bachelor's degree in Accounting, Economics or Business Administration Master of Business Administration or equivalent
5+ years BlackLine experience required or equivalent
6 Years Customer facing experience (internal or external)
CPA, CIA or related professional accounting certification
Updated knowledge of current accounting practices and changes in the industry
Knowledge of Gainsight, Salesforce CRM, etc.
Ability to deal with changing priorities and high-pressure situations with poise diplomacy and tact
Highly process-oriented mindset, with a love of telling stories with data

Job Responsibility

Deliver on Customer Success program strategy specifically associated with BlackLine onboarded customer as it relates to assigned customers
Track, validate, and provide feedback to AM team to ensure the customer moves through the entire BlackLine journey after initial contract implementation
Deliver actionable advice, coaching and expertise regarding the features and usage of BlackLine's solutions to increase product adoption and to assist the Account Management team in license expansion
Expertly educate clients on existing and new product features and functionality, and how it can contribute to their business objectives
Perform Success Planning activities (Business Reviews, Success Reviews and Success Path creation) for onboarded clients to ensure BlackLine understands their corporate goals and objectives and the client understands their usage and the path forward to gain more efficiency with the solutions
Continually communicate BlackLine value to customer through the entire customer journey
Work as a team with sales executives and other departments on account planning focused on account expansion, reduction of license and product adoption whitespace, increased customer sentiment, and reduced churn risk
Perform effective, Success Reviews, Business Reviews, Success Reviews, customer advocacy activities, solution coaching and other adoption deliverables via webcasts, teleconferences and/or onsite visits
Address assigned client activities' impact on BlackLine and provide best practices. Includes, but not limited to organizational changes, global rollout, and ERP changes. Ensure ERP changes that result in risk of churn or attrition is document
Keep current on all BlackLine solutions, including detailed product functionality and its proper use

What we offer

short-term and long-term incentive programs
robust offering of benefit and wellness plans

Fulltime

Senior Customer Success Manager

Location

United States , New York

Salary:

128000.00 - 161000.00 USD / Year

BlackLine

Expiration Date

Until further notice

Requirements

7+ years of experience in accounts receivable/credit management and/or in accounting/auditing/financial industry software solutions
Bachelor's degree in Accounting, Economics or Business Administration Master of Business Administration or equivalent
5+ years BlackLine Invoice-to-Cash experience required or equivalent
6 Years Customer facing experience (internal or external)
Updated knowledge of current accounting practices and changes in the industry
Knowledge of Gainsight, Salesforce CRM, etc.
Ability to deal with changing priorities and high-pressure situations with poise diplomacy and tact
Highly process-oriented mindset, with a love of telling stories with data
Strong interpersonal and consultative skills and proven results building relationships working as a Trusted Advisor to drive business value for customers
Excellent listening, diagnostic and empathy skills: you identify with the customer and want to help solve their problem

Job Responsibility

Deliver on Customer Success program strategy specifically associated with BlackLine onboarded customer as it relates to assigned customers
Track, validate, and provide feedback to AM team to ensure the customer moves through the entire BlackLine journey after initial contract implementation
Deliver actionable advice, coaching and expertise regarding the features and usage of BlackLine's solutions to increase product adoption and to assist the Account Management team in license expansion
Expertly educate clients on existing and new product features and functionality, and how it can contribute to their business objectives
Perform Success Planning activities (Business Reviews, Success Reviews and Success Path creation) for onboarded clients to ensure BlackLine understands their corporate goals and objectives and the client understands their usage and the path forward to gain more efficiency with the solutions
Continually communicate BlackLine value to customer through the entire customer journey
Work as a team with sales executives and other departments on account planning focused on account expansion, reduction of license and product adoption whitespace, increased customer sentiment, and reduced churn risk
Perform effective, Success Reviews, Business Reviews, Success Reviews, customer advocacy activities, solution coaching and other adoption deliverables via webcasts, teleconferences and/or onsite visits
Address assigned client activities' impact on BlackLine and provide best practices
Keep current on all BlackLine solutions, including detailed product functionality and its proper use

What we offer

short-term and long-term incentive programs
benefit and wellness plans

Fulltime

Senior Customer Success Manager

Get to Know Us: It's fun to work in a company where people truly believe in what...

Location

United Kingdom , London

Salary:

Not provided

BlackLine

Expiration Date

Until further notice

Requirements

7+ years of experience in accounting/auditing and/or in accounting/auditing/financial industry software solutions
Prior experience as a Controller and/or Director or Finance
Bachelor's degree in accounting, Economics or Business Administration Master of Business Administration or equivalent
5+ years BlackLine experience required or equivalent
6 Years Customer facing experience (internal or external)
CPA, CIA or related professional accounting certification
Updated knowledge of current accounting practices and changes in the industry
Knowledge of Gainsight, Salesforce CRM, etc.
Ability to deal with changing priorities and high-pressure situations with poise diplomacy and tact
Highly process-oriented mindset, with a love of telling stories with data

Job Responsibility

Deliver on Customer Success program strategy specifically associated with BlackLine onboarded customer as it relates to assigned customers
Track, validate, and provide feedback to AM team to ensure the customer moves through the entire BlackLine journey after initial contract implementation
Deliver actionable advice, coaching and expertise regarding the features and usage of BlackLine's solutions to increase product adoption and to assist the Account Management team in license expansion
Expertly educate clients on existing and new product features and functionality, and how it can contribute to their business objectives
Perform Success Planning activities (Business Reviews, Success Reviews and Success Path creation) for onboarded clients to ensure BlackLine understands their corporate goals and objectives and the client understands their usage and the path forward to gain more efficiency with the solutions
Continually communicate BlackLine value to customer through the entire customer journey
Work as a team with sales executives and other departments on account planning focused on account expansion, reduction of license and product adoption whitespace, increased customer sentiment, and reduced churn risk
Perform effective, Success Reviews, Business Reviews, Success Reviews, customer advocacy activities, solution coaching and other adoption deliverables via webcasts, teleconferences and/or onsite visits
Address assigned client activities' impact on BlackLine and provide best practices. Includes, but not limited to organizational changes, global rollout, and ERP changes. Ensure ERP changes that result in risk of churn or attrition is document
Keep current on all BlackLine solutions, including detailed product functionality and its proper use

Fulltime

Customer Success Supervisor

WorkMax A Foundation Software company, is the brainchild of construction profess...

Location

United States , Payson

Salary:

Not provided

Foundation Software

Expiration Date

Until further notice

Requirements

Proven ability to coach a team to provide top-level support to customers
Excellent communication and critical thinking skills
Superior organizational skills and the ability to work multiple projects simultaneously
Ability to independently address complex situations while following established protocols
Capacity to coach and hold the team accountable to KPIs and goals established for the department
Salesforce or other CRM software knowledge
Excellent communication and presentation skills, with the ability to engage and motivate diverse audiences
Ability to work collaboratively in a team-oriented environment
Creative problem-solving skills and a proactive approach to continuous improvement
Basic computer and keyboarding skills, and the ability to navigate through a Microsoft Windows application

Job Responsibility

Consistently mentoring the team of Customers Success Representatives to ensure they continue to grow within the role
Establish recurring one-on-one meetings with each Customer Success Representative
Assist in development and roll out of continuing education for the Customer Success team
Serve as the point of escalation for Customer Success Representatives on their team to ensure all matters are addressed appropriately
Collaborate with management on performance, training and growth opportunities arise for members of the Customer Success team
Create consistent email communication templates and content to assist customers along their customer journey
Identify gaps in process and identify solutions to ensure proper customer engagement from the Customer Success team
Evaluate the effectiveness of Customer Success practice through customer feedback and adjust as needed
Assist in the development of onboarding materials for new Customer Success Representatives
Must continue your education with the Software, new modules, and any industry factors required to perform the job accordingly

What we offer

Medical, Dental, Vision, 401K, PTO, employee perks and more

Fulltime

Senior Customer Success Manager

With very limited direction, the Senior Customer Success Manager delivers post-s...

Location

United States , Los Angeles

Salary:

120000.00 - 151000.00 USD / Year

BlackLine

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Economics or Business Administration Master of Business Administration or equivalent
6 Years Customer facing experience (internal or external)
Demonstrate natural strong presentation skills natural comfortable passion for presenting
Ability to deal with changing priorities and high-pressure situations with poise diplomacy and tact
Highly process-oriented mindset, with a love of telling stories with data
Prioritization and time management skills
Strong verbal and written professional communication
Updated knowledge of current accounting practices and changes in the industry
Strong interpersonal and consultative skills and proven results building relationships working as a Trusted Advisor to drive business value for customers.

Job Responsibility

Deliver on Customer Success program strategy specifically associated with BlackLine onboarded customer as it relates to assigned customers
Track, validate, and provide feedback to AM team to ensure the customer moves through the entire BlackLine journey after initial contract implementation
Deliver actionable advice, coaching and expertise regarding the features and usage of BlackLine's solutions to increase product adoption and to assist the Account Management team in license expansion
Expertly educate clients on existing and new product features and functionality, and how it can contribute to their business objectives
Perform Success Planning activities (Business Reviews, Success Reviews and Success Path creation) for onboarded clients to ensure BlackLine understands their corporate goals and objectives and the client understands their usage and the path forward to gain more efficiency with the solutions
Continually communicate BlackLine value to customer through the entire customer journey
Work as a team with sales executives and other departments on account planning focused on account expansion, reduction of license and product adoption whitespace, increased customer sentiment, and reduced churn risk
Perform effective, Success Reviews, Business Reviews, Success Reviews, customer advocacy activities, solution coaching and other adoption deliverables via webcasts, teleconferences and/or onsite visits
Address assigned client activities' impact on BlackLine and provide best practices. Includes, but not limited to organizational changes, global rollout, and ERP changes. Ensure ERP changes that result in risk of churn or attrition is document
Keep current on all BlackLine solutions, including detailed product functionality and its proper use

What we offer

short-term and long-term incentive programs, based on eligibility, along with a robust offering of benefit and wellness plans

Fulltime

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Licensed Customer Success Associate

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