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Part-time Customer Success Coach

Sales & Marketing | Boston, MA | Part Time

Job Description

Part-time Customer Success Coach

If your idea of Customer Success is rooted in an intrinsic motivation to help others find solutions to their challenges. We should talk.

At Blueleaf, we're passionate about helping our customers at every turn. To achieve this daily, our Customer Success Coaches possess an extraordinary sense of autonomy, ownership, and dedication to helping each customer achieve a measurable level of success.

The role is to be an uncompromising advocate who balances customer needs and happiness with business outcomes and risk management. The Customer Success Coach, crafts and executes strategies to establish and develop ongoing trusted advisor relationships with customers while ensuring customer retention.

The Role

You will:

  • Develop and maintain a deep understanding of the customer’s business goals and challenges.
  • Become an authority in using technology to grow a wealth management business and become the trusted growth advisor to each of your customers.
  • Provide product knowledge & industry mentorship on best practices to effectively use Blueleaf to meet customer’s needs
  • Envision, plan, and implement customer success programs to improve customer usage, retention, and happiness
  • Maintain a revenue base by driving account retention and renewal
  • Drive upgrade revenue from new product feature adoption and expanded usage
  • Work as part of the team to develop strategies to improve scale of setup and ongoing customer engagement
  • Drive early customer success by accelerating the customer onboarding and setup process
  • Be a part of our dynamic team and use your creativity to help customers achieve significant business growth and improved operational efficiency

You have:

  • Prior experience with sales, account management, customer success or service teams
  • Experience working in wealth management
  • A verifiable track record of consistently meeting and exceeding goals
  • A firm grasp of how business works, including sales, consultative problem solving, and issue resolution skills
  • Clear and articulate communication skills and the ability to effectively drive a phone conversation
  • Excellent organizational skills
  • Independence and love being self-directed
  • The ability to thrive in a dynamic environment
  • Strong working knowledge of excel

About Blueleaf

We are a profitable, seed funded startup backed by investors who funded, Dropbox, Bank Simple, and Betterment. Currently, we process over $55 Billion every day.

(No recruiters please. Direct inquiries only)

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.