As a customer success executive, you will be the customers' first point of contact for complaints, questions, requests, feedback, and other needs. You are responsible for managing client relationships. As the first person to interact with our customers, you are expected to communicate with a high level of professionalism, apply a thorough knowledge of the company’s products and services, and respond quickly to requests and questions. When customers contact you with a complaint, you are expected to “own the problem” by taking responsibility for the response, researching the issue, and resolving it internally as quickly as possible to maintain the highest level of customer satisfaction. Other responsibilities include keeping customer records and account information up to date and assisting with the onboarding process.

Responsibilities Be a part of one of the best customer success teams You will assist other team members in following up with clients who have opened an account or are interested in opening the account with Vested. This will involve messaging and calling them/ answering queries over call. Ensure customers remain satisfied with the product by educating them about functional capabilities and possible upgrades. Aid with the development and improvement of the product by gathering feedback to identify recurring issues and addressing these with the broader team Maintain excellent service standards, going above and beyond to ensure customer satisfaction and retention Uphold Vested’s highest standards of service while serving as the main point of contact for our clients, resolving inquiries and responding with empathy to concerns to build lasting relationships Sit out of our B2B partner's office and assist with calling them and pitching various products

Qualifications Bachelor’s degree or equivalent experience ‌ 1-2 years experience in a customer service role ‌will be preferred Excellent attention to detail, with a professional, enthusiastic, and warm phone presence Proactive capability at owning and deepening client relationships