ashby
Support Team Associate
Wealth.com
Remote, USA
Full-time
Mid · 3+ years experience
Remote
USD 60000-70000 yearly / year
Discovered 1 weeks ago
IntercomSalesforceChurnZero
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
IntercomSalesforceChurnZero
Key Skills for This Role
IntercomSalesforceChurnZero
Full Job Posting
Responsibilities
- Responding to individual client support issues via phone, email, and live chat within our estate planning product. Our support team are the experts behind the scenes that work in the moment to help educate and support our customers and their clients.
- Follow documentation and training materials to diagnose, resolve and escalate client support tickets when necessary. You'll listen, empathize, be patient, and problem-solve.
- Support escalation of user or partner issues, coordinate critical resources in the escalation process, and assist with issues through resolution.
- Take initiative to investigate and manage issues outside documented occurrences, and communicate them to the Success Team.
- Assist in creating and maintaining Knowledge Base / FAQ documentation to answer common support questions.
- Actively contribute to the ongoing improvement of our AI support systems. This includes analyzing common customer inquiries to train the chatbot, providing feedback on bot responses, and helping to identify new use cases for AI to enhance customer service efficiency.
- Communicate effectively, adapt to working environments and team priorities. Utilize Intercom, SalesForce, ChurnZero and/or other tools to keep track of support tickets.
- Display great organization skills and great attention to detail.
Qualifications
- 3+ years of experience in customer support, success, and / or implementation Experience with estate planning, financial services, or legal services is strongly preferred.
- Entrepreneur at heart with a growth mindset who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and lead in a high growth environment.
- Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times. Willing and able to address escalated client issues with speed and urgency.
- Strong communication skills (written & verbal) with the ability to work with a wide range of people.
- Able to be flexible and agile in responding to evolving business priorities and dealing with ambiguity.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Wealth.com
Software Engineer, AI/ML (Infrastructure & Platform)
New York City, USA
MidFull-time
Discovered 1 weeks agoView →
Senior Applied Scientist - AI/ML
, USA
Discovered 1 weeks agoFull-time
Principal Enterprise Account Manager
, USA
Discovered 1 weeks agoFull-time
Senior Software Engineer
New York City, USA
Discovered 1 weeks agoFull-time
Software Engineer, AI/ML (Infrastructure & Platform)
New York City, USA
Discovered 1 weeks agoFull-time
Strategic Accounts Onboarding Manager
New York City, USA
Discovered 1 weeks agoFull-time
Business Development Representative - West Coast
, USA
Discovered 1 weeks agoFull-time
Software Engineer
New York City, USA
Discovered 1 weeks agoFull-time
Forward Deployed Engineer
New York City, USA
Discovered 1 weeks agoFull-time