Customer Success Leads - Everlance｜Meet.jobs

👋 Hi there

Nice to meet you; we’re Everlance! A fast-growing, well-funded startup that’s revolutionizing vehicle and expense programs by simplifying the process for everyone involved. Our technology has been featured as one of Apple and Google's "Best New Apps" and has attracted over 1m users. We sweat the details and are really proud to have the highest-rated app in its category.

We’ve raised money from investors and entrepreneurs we admire including:

• Andy Rachleff (Benchmark Capital / Wealthfront),
• Tobi Lutke and Harley Finkelstein (Shopify),
• Jerry Yang (Yahoo!),
• Jeremy Stoppelman (Yelp),
• Tim Draper (Draper Associates),
• Bessemer Venture Partners (TrueBill, Shopify, etc.) and many more.

🚀 The opportunity

Do you love developing relationships, learning, and working with customers? Let’s talk! We’re looking to add a full-time Customer Success Agent who will work closely with our Business accounts and take a proactive approach to ensuring customer satisfaction and product adoption.

📚 The day-to-day

• Support existing Everlance Business customers from education and best-practices to troubleshooting.
• Ensure successful transitions with new clients from a trial-basis to fully onboarding their team members.
• Conduct training sessions for new Business Account members.
• Complete Customer Objective Reviews quarterly with Business Account leadership.
• Act as POC for existing clients who have technical issues and partner with the engineering team until the issue is resolved.
• Maintain the Help Center as an accurate educational resource for the Business Product.
• Understand and support the unique use-case, policies, and procedures of each client.
• Surface key insights or pain points from clients to product/engineering in an actionable way
• Engage with customers (admins and employees) over the phone, by email, and through Zoom.

✅ Requirements

• Able to work during Everlance Business hours, engage with users across all channels (phone, email, etc.), and partake in video conferencing best practices (screen sharing, keeping the camera on, etc.).
• Team player who looks to lift up other teammates with a positive attitude and surface insights to the larger team.
• Emotional intelligence in spades and demonstrated ability to empathize with and placate escalated users.

😎 Nice-to-haves

• B2B experience
• Previous experience with working remotely is a big plus!

Here are some additional details about the role:

• The starting compensation is $20/hour
• This is an independent contractor position
• This is a remote position
• Must have a US Bank or PayPal account
• Must be able to work in EST business hours.
• Must be in a country where the Everlance is available to download (this role often entails troubleshooting and screensharing the app on your own device)

This role would begin with 2 weeks of 30 hours of training and turn into full-time once training is completed. We hope you can join our team!