LOCATION: REMOTE, USA (EST HOURS PREFERRED)

At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.
Wealthbox is seeking a Customer Success Representative. This role is responsible for helping Wealthbox customers get the most out of our best-in-class CRM platform. You’ll be part of a team dedicated to providing a seamless customer experience, from onboarding through the entire customer journey, ensuring high levels of satisfaction, successful user adoption, and long-term engagement with Wealthbox CRM.

DESIRED SKILLS & EXPERIENCE

• 3+ years in SaaS, B2B product education experience
• Familiarity with Zendesk or similar ticketing platforms
• Experience in the financial services industry is a big plus!
• Excited to work in a high-energy and collaborative environment
• Strong communication skills, especially via screen share, email, and telephone
• Being capable of thinking quickly with strong problem-solving skills is a must
• Responsible, ethical, and always in the mood to help our customers

• Provide high-quality, timely customer support via Zendesk ticketing system.
• Resolve our customer’s questions, issues, and needs through email, video conferencing and screen-sharing.
• Assist customers in understanding and utilizing Wealthbox features and functionalities to maximize their experience.
• Maintain a thorough knowledge of Wealthbox’s products and services to provide accurate support and solutions.
• Develop and continuously refine educational content for specific user personas, driving user adoption and long-term success within firms.
• Partner with cross-functional teams (e.g., product, engineering, marketing) to help improve product features, workflows, and customer experience.
• Create, organize, and manage instructional materials within the Wealthbox help center to ensure customers have access to valuable resources.