Customer Success Representative (CRM)

TL;DR

Customer Success Representative (CRM): Helping financial advisors maximize their use of modern CRM software with an accent on providing high-quality support and refining educational content. Focus on resolving customer issues, driving user adoption, and collaborating with cross-functional teams to improve product features.

Location: Remote, USA (EST hours preferred)

Company

hirify.global is a product company that provides modern CRM software to financial advisors, helping them manage client relationships and workflows.

What you will do

• Provide high-quality, timely customer support via Zendesk.
• Resolve customer questions and issues through email, video conferencing, and screen-sharing.
• Assist customers in understanding and utilizing hirify.global features and functionalities.
• Maintain a thorough knowledge of hirify.global’s products and services.
• Develop and continuously refine educational content for specific user personas.
• Partner with cross-functional teams (e.g., product, engineering, marketing) to improve product features and customer experience.

Requirements

• 3+ years in SaaS, B2B product education experience.
• Familiarity with Zendesk or similar ticketing platforms.
• Strong communication skills, especially via screen share, email, and telephone.
• Capable of thinking quickly with strong problem-solving skills.
• Responsible, ethical, and always in the mood to help customers.

Nice to have

• Experience in the financial services industry.

Culture & Benefits

• Competitive compensation.
• Comprehensive health plan coverage.
• 401k plan.
• Paid time off.
• Opportunity to work in a high-energy and collaborative environment.