Offer monthly payments for HVAC, plumbing, pest control, and more. Wisetack helps home service pros grow with easy financing customers trust. Backed by Greylock and Insight.
About the role
The Customer Success Associate (CSA) will play a pivotal role in directly engaging with our SMB customers to drive the successful activation of Wisetack as their preferred financing solution. This role helps merchants understand how Wisetack can support close rates, ticket sizes, and overall business growth, while ensuring new customers are set up to successfully maximize their use of Wisetack to grow loan volume.
What they're looking for
- 2+ years of experience in a customer-facing role, such as customer success, onboarding, support, sales, or account management
- Bachelors degree
- Comfort with the types of technology we use as a team: Salesforce, Tableau, Salesloft, Slack, Google Suite, Claude, ChatGPT, Granola, Confluence, and more
- Demonstrated ability to use customer data and feedback to prioritize work, identify patterns, and surface opportunities for improvement
- Strong verbal and written communication via phone, text, video conferencing, and email
- Strong organizational skills, time management, and follow-through in a high-volume environment
More about this role
Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).
Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And we’re backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more).
Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly.
We’re also proud to have received recognition from the fintech world. Awards we’ve won include:
- Ranked #21 on 2024 Inc. 5000 based on revenue growth
- Ranked #15 on 2024 Deloitte Fast 500 based on revenue growth
- 2024 Best Embedded Finance Solution for Banking Tech Awards
- 2023 Best Consumer Lending Program by Tearsheet
- 2023 Best Point of Sale Product by Fintech Breakthrough
But what you’ll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS...
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