Location: Remote, USA (EST hours preferred)
At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.
Wealthbox is seeking a
Customer Success Representative
. This role is responsible for helping Wealthbox customers get the most out of our best-in-class CRM platform. You'll be part of a team dedicated to providing a seamless customer experience, from onboarding through the entire customer journey, ensuring high levels of satisfaction, successful user adoption, and long-term engagement with Wealthbox CRM.
Responsibilities
- Provide high-quality, timely customer support via Zendesk ticketing system.
- Resolve our customer's questions, issues, and needs through email, video conferencing and screen-sharing.
- Assist customers in understanding and utilizing Wealthbox features and functionalities to maximize their experience.
- Maintain a thorough knowledge of Wealthbox's products and services to provide accurate support and solutions.
- Develop and continuously refine educational content for specific user personas, driving user adoption and long-term success within firms.
- Partner with cross-functional teams (e.g., product, engineering, marketing) to help improve product features, workflows, and customer experience.
- Create, organize, and manage instructional materials within the Wealthbox help center to ensure customers have access to valuable resources.
Desired Skills & Experience
- 3+ years in SaaS, B2B product education experience
- Familiarity with Zendesk or similar ticketing platforms
- Experience in the financial services industry is a big plus
- Excited to work in a high-energy and collaborative environment
- Strong communication skills, especially via screen share, email, and telephone
- Being capable of thinking quickly with strong problem-solving skills is a must
- Responsible, ethical, and always in the mood to help our customers
Work Schedule
- Weekdays, during business hours.
- No travel required.
Benefits
- Competitive compensation
- Comprehensive health plan coverage
- 401k plan
- Paid time off
Interested? Email us a note with your resume and a link to your Linkedin profile to
Apply Now
← Back to Jobs
-
Usa, Kochi Wealthbox Remote job$60,000 - $80,000 per yearWealthbox is seeking a Customer Success Representative to help customers get the most out of our CRM platform. · Provide high-quality customer support via Zendesk ticketing system. · Resolve customer questions, issues, and needs through email and video conferencing. · ...
-
Usa, Kochi Cubic Defense $90,000 - $110,000 per yearThis position typically works under limited supervision and direction. The sales representative is expected to be the CEO of their territory and be able to provide full insights into the market conditions of their territory. · Identifies new business opportunities. · Drive sales ...
-
Usa, Kochi BSI $20,000 - $28,000 per yearThe Safety Specialist will perform full-time onsite construction safety related duties on datacenter builds throughout the United States. · ...
-
Usa, Kochi OX SecurityOX Security is seeking a Developer to support and enhance the secure deployment and ongoing operation of their platform. · ...
-
Usa, Kochi Aquatech Remote job￥15,000,000 - ￥30,000,000 per yearWe are seeking an experienced Global Sales Director to drive global growth · A leading company seeks a dynamic professional to lead sales strategy channel development market penetration through OEMs distributors engineering partners. · ...
-
Usa, Kochi TE Connectivity Remote job$109,800 - $137,200 per yearJob summary · We are building a world-class Global Trade Services (GTS) organization,At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer,sustainable and more connected world. · The BU Analyst serves as a trusted adv ...
-
Usa, Kochi AquatechAquatech has an immediate need for a full-time Project Developer of Critical Minerals to work from a remote location and develop the territory of Australia. · ...
-
Usa, Kochi Aquatech+ Job summary: At Aquatech we tackle the challenges of water scarcity and complexity by leveraging technology expertise and financing to deliver comprehensive solutions that reduce carbon and recycled water footprint. · + Responsibilities:Generate business revenue for the EPC mar ...
-
Usa, Kochi Caylent Remote jobWe are seeking a Customer Solutions Architect to partner with our sales team. The right candidate is someone who has broad and deep AWS expertise and a proven ability to establish themselves as a trusted advisor to existing and potential customers. · ...
-
Usa, Kochi Novartis Remote job$160,300 - $297,700 per yearThis is a field-based and remote opportunity supporting key accounts in an assigned geography. · This role focuses on creating and executing strategic business plans for key accounts while collaborating with cross-functional teams to deliver institution-centric programs aligned w ...
-
QUA membranes
2ヶ月前
Usa, Kochi Aquatech $120,000 - $180,000 per year+We are seeking a motivated Sales Manager to expand QUA's presence in the United States by managing and growing relationships with Architect & Engineering firms and EPC companies. · +Bachelor's degree in Engineering, Environmental Science Business or related field. · 7-10+ years ...
-
Usa, Kochi Reggiani Macchine S.p.A. $60,000 - $75,000 per yearEFI is looking for Field Service Engineers to join our team in the US, preferably in the Denver, CO or Salt Lake City, UT regions. · ...
-
Usa, Kochi Novartis $160,300 - $297,700 per yearThis is a field-based and remote opportunity supporting key accounts in an assigned geography. · Champion institutional advocacy for the adoption of the Radioligand Therapies (RLT) and Neuroendocrine Tumors (NET) brand to support appropriate product utilization. · Build strong pa ...
-
Usa, Kochi Reggiani Macchine S.p.A.We are looking for a Field Service Engineer to join our team in the Tulsa, OK area as a telecommuter. This position is responsible for working at customer sites to provide on-site setup and installation of all EFI industrial inkjet printers. · ...
-
Usa, Kochi Skechers $115,000 - $135,000 per yearThe Construction Project Manager will support the VP of Retail Construction by providing technical expertise and managing new store projects. · 5+ years of Construction Management experience in Retail Store TI and/or Commercial TI Construction required. · Construction Management ...
-
Analyst III
3週間前
Usa, Kochi State of ColoradoThe Colorado Department of Revenue (CDOR) seeks an Analyst III to perform in-depth reviews and analysis regarding claims for refunds that are often complex in nature. · ...
-
Tax Examiner I
2ヶ月前
Usa, Kochi Colorado Department of Revenue $40,000 - $80,000 per yearA Tax Examiner I reviews tax returns for accuracy and completeness, ensures the tax return can be processed as filed, resolves errors, and contacts taxpayers to obtain any missing information. They also analyze accounting files, issue refunds or bills, calculate penalties and int ...
-
Sales Director
2ヶ月前
Usa, Kochi Compound Remote job$150,000 - $175,000 per yearWe're hiring a Sales Director to lead outreach and relationship development with breakaway advisors and RIA teams across the country. · This is a senior role for someone who has already spent years navigating the nuances of complex recruiting and sales cycles. ...
-
UX Manager- Remote
2ヶ月前
Usa, Kochi TE Connectivity Remote job￥1,177,000 - ￥1,471,000 per yearThe UX Manager is a hands-on leader responsible for elevating the user experience across TE's digital ecosystem, including digital commerce, tools, and enterprise applications. This role leads a small team of UX and visual designers to deliver intuitive, scalable, and customer-ce ...
-
Luminaire Design
4週間前
Usa, Kochi POLTRONA FRAU SPACombine your passion for design with your exceptional selling skills and take charge of your future. · Generate leads and turning them into opportunities for sales. · Contact potential customers via telephone, email and face to face. · ...
-
Usa, Kochi State of Colorado $60,000 - $120,000 per yearExcise Tax Examiner I performs work duties via flex-place with infrequent on-site visits. Responsible for administering excise tax programs, collecting delinquent taxes, and handling taxpayer complaints. ...
