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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer onboarding and relationship management skills, leveraging tools like Salesforce and AI technologies to enhance communication and drive measurable outcomes. Possesses a solid understanding of the fintech industry and experience in the home services or SMB sector.
Highest-signal resume keywords
Customer OnboardingSalesforce ProficiencyStrong Communication SkillsFintech ExperienceOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Data AnalysisActivation Campaign ExecutionProduct Feedback GatheringTime ManagementTechnology Start-Up Experience
Soft Skills
Verbal CommunicationWritten CommunicationCollaborationFollow-ThroughProblem-Solving
Tools & Technologies
SalesforceTableauSalesloftSlackGoogle SuiteClaudeChatGPTGranolaConfluence
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
FintechHome ServicesSMB SectorCustomer SuccessAccount Management
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Onboard new customers using phone calls, video conferencing, emails, and text messaging
- Educate new customers about the benefits Wisetack brings to their business
- Execute ad-hoc activation campaigns as determined by business needs
- Communicate merchant needs, recurring blockers, and feedback to cross-functional partners, especially product, marketing, and partner teams
- Collaborate with growth and product teams to ensure a consistent experience, share learnings, and consolidate feedback
- Manage merchant relationships and drive measurable activation outcomes
- Gather and relay product feedback to contribute to improvements and innovation
Requirements
What you’ll need- 2+ years of experience in a customer-facing role, such as customer success, onboarding, support, sales, or account management
- Bachelors degree
- Comfort with 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
- Product orientation, as evidenced by prior work in a technology start-up
- Comfort using AI tools to improve productivity, communication quality, and day-to-day workflow efficiency
- Fintech experience
- Experience with the home services sector or SMB sector
Benefits
Comp & perks- $4,000 annual discretionary bonus
- Equity
- Benefits