[Remote] Customer Success Operations Specialist

Note: The job is a remote job and is open to candidates in USA. Rain is the world's first AI Financial Health Platform, serving 3.5 million employees at leading organizations like McDonald's, Marriott, and T-Mobile. They are seeking a Customer Success Operations Specialist to ensure that all Customer Success activities are carried out efficiently and effectively, supporting client satisfaction and improving processes within the Customer Success function.

Responsibilities

• Coordinate, support and escalate issues between customers, users and Rain internal teams
• Perform scheduled operational tasks on a rotating basis, requiring strict accuracy, and on-time completion
• Work closely with Analytics & Insights teams to monitor and troubleshoot issues proactively and reactively
• Find areas that need improvements, identify redundant processes and help streamline the entire Customer Success function
• Create and improve standardized processes
• Contribute to documentation used for internal or external training/learning
• Escalate Customer Success team issues to Product and Engineering teams
• Support CSMs in identifying and executing growth initiatives in support of Analytics & Insights teams

Skills

• 2+ years of experience in B2B SMB or scaled in customer success, account management, or sales with a history of driving revenue through retention and expansion of existing customers
• Strong project management skills and ability to prioritize internal and external requests
• Demonstrated track record of successfully building relationships and problem solving skills
• Proven ability to measure, understand, and communicate business needs and impact to your customers
• Ability to be flexible and adjust to changing priorities or projects as the company scales
• Experience using an enterprise CRM (HubSpot, Salesforce, etc.)
• Experience in FinTech is a plus

Benefits

• Flexible PTO
• Medical, Dental, Vision, Life, Disability coverage
• Parental leave
• Monthly stipend
• Equity options

Company Overview