# Customer Success Associate I at Wisetack

- Company: Wisetack
- What the company does: 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.
- Company website: https://www.wisetack.com/
- Type: Startups
- Level: Associate
- Location: Remote, USA
- Work setup: Remote
- Posted: 2026-09-17
- Apply by: 2026-11-01
- Apply: https://job-boards.greenhouse.io/wisetack/jobs/4733943005
- Page: https://www.1752.vc/careers/jobs/wisetack-customer-success-associate-i/

## 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

Tags: Sales and Account Management