Customer Success Team Member

Posted 2 months ago

The Job Is…

  • Conduct online and face-to-face demonstrations of our bank-centric, cloud based software applications
  • On-board and train new clients on how to use our suite of applications
  • Assist clients and answer technical questions via phone and email
  • Use phone and email to proactively check-in and consult with clients
  • Travel to client site for project conversion, best practice advice, hand’s on relationship building, training, etc.
  • Assist sales on complex pursuits
  • Proactively suggest areas of improvement to help BankLabs scale with quality

Success Is….

  • Monthly Recurring Revenue retained
  • Customer Satisfaction Scores above industry average

Personality Traits We Look For…

  • High effort and hard-working
  • Good communications skills
  • Consultative and outgoing – enjoys working with people
  • Good team player, but also someone who will show initiative
  • Detail oriented
  • Can complete a task with high quality, not just start it
  • Presentable to both senior bank execs and loan admin teams
  • Enjoys a challenge
  • Positive attitude
  • We can train on our products and processes, but we cannot teach Attitude or Effort

Qualifications Include…

  • 2 – 5 years of experience working in a bank in loan ops, loan admin, draw management, lending or a related group.
  • Experience working with 1 or more Cores a plus.
  • Degree (in banking preferred or a banking school certificate)
  • Consultative background/experience
  • Ability to travel 30% or more to client sites. Typical trip is 1-2 nights.

What We Offer…

  • Great market, great products and great management
  • Family environment
  • Fast pace
  • Ground floor opportunity – make it what you will
  • Opportunities to grow and advance internally
  • Flexibility on personal and vacation time
  • Incentive compensation

Apply Online

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