Customer Success Associate

What you'll doDrive customer success and growth at BeamAs a Customer Success Associate, you'll work directly with our customers to ensure they get maximum value from Beam's financial solutions. You'll be responsible for customer onboarding, relationship management, and driving adoption of our platform. As an early team member, you'll have the opportunity to shape our customer success function and processes from the ground up.On any given day, you mightGuide new customers through their onboarding and implementation journeyProactively engage with customers to ensure their success and satisfaction, leveraging new technologies and processes to drive efficiencyTroubleshoot customer issues and coordinate with internal teams for resolutionUse Hubspot to track customer interactions and maintain detailed recordsCollaborate with product and design to advocate for customers' feature requests based on their feedbackCreate and maintain customer success resources and documentationMonitor customer health metrics and identify opportunities for expansionWhat you need1-3 years of customer-facing experienceStrong verbal and written communication skillsAn entrepreneurial and scrappy mindset: a self-starter able to thrive in ambiguityA bias towards process and documentationNice to haveExperience working with small businesses or construction companiesBasic understanding of construction industry workflowsExperience andor comfort with financial technology (e.g., payments)Experience providing Spanish-language support and trainingPrevious startup experienceCompensationWe offer competitive cash compensation (starting at $85-110k+ annually) as well as meaningful equityWe offer generous benefits, including medical, dental, and visionApplyingTo apply, email :A resume andor LinkedIn profileA few sentences about your interest in Beam andor construction techAbout BeamBeam is building the financial operating system for construction businesses. Our goal is to accelerate the development of housing and infrastructure by empowering builders with better financial tools and services. Our product helps SMB and mid-market contractors manage project budgets, pay bills, send invoices, accept online payment, stay compliant, and more.You'll be joining our fully in-person team located in a beautiful office in the Financial District in San Francisco. We are backed by Accel, Zigg Capital, Susa, Wischoff Ventures, as well as executives at fintechs and constructions businesses like Stripe and Toll Brothers. Team members were early employees at Stripe, Robinhood, Parafin, Pipe, Twitter, Belong, and more.

Created: 2025-02-22