Customer Success Representative
Company
Pontera
Location
New York City, NY
Type
Full Time
Job Description
Pontera is a FinTech SaaS company on a mission to help millions of Americans retire better by enabling financial advisors to manage, trade and report on 401(k) and other retirement accounts. Pontera customers range from Fortune 100 financial services firms and large independent broker dealers to small independent RIA’s and advisory firms.Â
At Pontera, we are proud of our people-first mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world. We have significant funding from some of the most notable venture capital investors, led by Lightspeed Venture Partners, and are in a period of hyper-growth. The next critical step in our trajectory is adding to our world-class team, and that’s where you come in.
Pontera is looking for an outgoing and enthusiastic Customer Success Representative (CSR) to join our team. As a CSR, you will play a pivotal role in providing support and answers for our valuable clients. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.
- Provide software support and troubleshoot basic technical issues.
- Respond to all client questions and issues in a quick and comprehensive manner.
- Escalate outstanding technical issues to the proper counterparts.
- Communicate and solve issues with cross functional teams by phone, email, video chat.
- Work on specific projects as needed.
- 0-2 Years of experience in a customer facing role.
- Strong aptitude for technology
- Exceptional team player with the ability to relate and care for customers.
- Excellent verbal and written communication skills.
- High energy, positive, and can-do attitude.
- High intellect, quick to learn and eager to excel.
- Comfortable in a fast paced, high-growth start-up environment.
- Bachelor’s degree or equivalent.
- Experience in financial services and/or tech sales
- Familiarity with Salesforce, Gong, Zendesk, and other customer success tools
- Compensation: $20-$25/hour
- The opportunity to have a major impact and have exposure to all aspects of a fast-growing startup that is revolutionizing the FinTech industry
- A collegial, collaborative, fun work environment
- Competitive compensation
- Equity participation
- A hybrid office WFH work model (currently in-office Tues-Thurs and remote Mon/Fri)
- Comprehensive insurance benefits
- 401k matching
- Generous PTO days
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Date Posted
02/01/2023
Views
6
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