Location: Remote, USA (PST 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 that’s focused on ensuring a seamless onboarding experience to maximize customer satisfaction and user adoption.

Responsibilities:

Lead engaging education sessions for retail, mid-market, and enterprise customers, both in groups and 1-on-1, tailored to their unique needs, ensuring they feel confident and empowered to use Wealthbox CRM.
Collaborate closely with customers to understand their unique workflows and business goals, providing personalized guidance and strategic insights to help them fully leverage the platform.
Continuously develop and refine educational materials for specific user personas, supporting adoption strategies that foster long-term success and deep engagement with Wealthbox CRM.
Partner with Sales and Onboarding teams to offer educational support, ensuring a seamless and supportive customer journey, not just during onboarding but throughout the entire lifecycle.
Create, organize, and maintain a comprehensive suite of instructional materials within the Wealthbox video library and help center, ensuring customers have continuous access to up-to-date and valuable resources that support their needs.
Act as a trusted advisor to customers, proactively addressing questions and concerns, facilitating ongoing education, and fostering relationships that contribute to their overall success with the platform.
Collaborate with cross-functional teams, including Product and Support, to relay customer feedback and help drive improvements in both user experience and product functionality, ensuring that Wealthbox continues to meet the evolving needs of its users.

Desired Skills & Experience

2-4+ years in SaaS, B2B product education experience
Experience in the financial services industry is a bonus
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 ready to assist to help our customers

Work Schedule

Weekdays, during business hours.
No travel required.

Benefits

Competitive compensation
Comprehensive health plan coverage
401k plan
Paid time off
Remote work

Wealthbox jobs

Customer Success Representative