Customer Success Specialist

Job summary

You will act as a guide for new and existing merchants to ensure successful onboarding and product adoption through various communication channels. You will also collaborate with internal teams to evolve success processes and drive growth by solving merchant pain points.

Job details

Helcim is looking for an energetic and personable individual to join our Customer Success Team. As a member of the Customer Success Team you will play a key role in helping people love Helcim. You will help new and get the most of the platform and act as the guide to their success; helping them find value in what we do. You will look for continuous opportunities to build your understanding of our product and our customers. Nothing makes you happier than building a relationship, sharing your knowledge and helping a small business succeed. This is a great opportunity to join a fast moving company with a product and customer focused vision you can believe in. You’ll have lots of responsibility, and with it lots of room to bring your creativity and ideas to further enhance the work of the Sales Success Team, its connection to our customers, and drive adoption of our product. You will ensure our company remains true to our mission of being the most loved payments company from the very beginning of our customer’s experience with us. * Previous experience in SaaS, technology or financial services sales is an asset. * Must have excellent written and verbal communication skills * Strong time-management and organizational skills * Proficient with G Suite (Gmail, GDocs, GSheets, etc) * Intuitive, self-motivated and positive * Past experience in a technical customer service, customer success or sales position an asset ✨ Not checking every box? Please apply anyway! We know that candidates have different experiences that may make them a great fit for this position and for Helcim. We believe that diversity and having an inclusive culture is not only the right thing, but key to our long-term success. Diversity brings more experience, view-points, knowledge and insight about our future. We also want to provide an accessible interview process, so if there’s any accommodations that would make your experience more comfortable, please let us know. * Interact with new and existing merchants through an array of channels (Email, Phone & Video) to help facilitate onboarding by educating them on services & our tools, and encouraging adoption of our product. * Get results - drive growth by working with new merchants on activation of their accounts within a short period of time * Growth mindset to hit activity, activation and onboarding targets * Cultivate a deep understanding of Helcim, our payments services and tools (and how they fit into the wider payments market), and the problems our merchants are trying to solve - and show them how we can help solve those problems. * Be an ambassador -> connect with and understand them, act in their best interests, follow-up on time, answer questions completely, set expectations and live up to them. * Drive outreach initiatives for our merchants who many need a little bit of extra love to better understand their pain points and how we can best help them * Work with Sales, Support, Marketing, Product and Dev teams to continually evolve success processes to drive strong results in our onboarding experience to increase product adoption. Helcim was founded with a mission at heart: to be the world’s most loved payment system. From the very start, we knew that we wanted to be different from every payment processor out there. We want the merchants we serve to feel supported and see us as a trusted partner rather than simply just another “cost of doing business.” We are relentless in our pursuit to provide a radically transparent and honest payments solution that flat out saves business owners money, all while treating them like human beings. At Helcim, we build a team of engaged, caring and intelligent people. In return we provide an environment where you can be excited to come to work each day and tackle these challenges with an amazing team. Learn more in our culture book; The Way of the Helcim. The Helcim Culture: How We Work * We Are Builders: We don't wait for solutions; we create them. * The Harder Path: We choose what’s difficult because it’s more rewarding. * Creating Trust: We earn it every day by being our best selves. * Company of Many: We’re a collective force. Great teams do great things. The Perks: Why You’ll Love It Here 🎁 * Ownership: Every single team member gets Stock Options. You own a piece of what you build! 📈 * Health First: Comprehensive benefits + a Health Spending Account (HSA) starting on Day 1. 🦷 * Flexibility: Hybrid life! We’re in-office Mon/Wed/Fri and remote Tue/Thu. 🏠 * Family Support: Top-ups for maternity leave and "bonding breaks." 👶 * Rest & Recharge: Paid vacation + a full company break in December. ❄️ * Growth: $500 annual training budget to keep your skills sharp. 📚

What you’ll do

You will act as a guide for new and existing merchants to ensure successful onboarding and product adoption through various communication channels. You will also collaborate with internal teams to evolve success processes and drive growth by solving merchant pain points.

Requirements

The ideal candidate should have excellent communication, time-management, and organizational skills, with proficiency in G Suite. Previous experience in SaaS, technology, or financial services sales is considered an asset.

Benefits

• Stock Options
• Comprehensive benefits
• Health Spending Account
• Paid vacation
• Company break in December
• Training budget
• Maternity leave top-ups
• Bonding breaks

Listed skills

• Communication Skills · Preferred
• Time management · Preferred
• Google Workspace · Preferred
• Sales · Preferred
• Onboarding · Preferred
• Relationship Building · Preferred
• Problem solving · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Success
• SaaS
• Communication skills
• Time-management
• Organizational skills
• G Suite
• Technical customer service
• Sales
• Onboarding
• Relationship building
• Problem solving
• Growth mindset
• Payments services
• Product adoption
• Sales Support
• Energetic
• Customer Success Management
• Product Adoption Strategies
• Organizational Skills
• Growth Mindedness
• Self-Motivation
• Customer Service
• Software As A Service (SaaS)
• Creativity
• Payment Systems
• Family Support
• Financial Services
• Gmail
• Marketing
• Payment Processing
• Time Management
• Verbal Communication Skills
• Google Workspace
• Honesty

Job areas

• Customer Service & Support
• Sales
• Technology
• Finance & Accounting
• Software
• Customer Success Specialist
• Sales Support Specialist
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

More jobs from Helcim