Automating finance for small businesses effortlessly
Finally is a Miami-based fintech company focused on automating accounting and finance for small and medium-sized businesses. Their platform integrates seamlessly with existing financial systems, providing real-time insights and reducing manual data entry. With over 1,000 customers, Finally is transf...
Finally offers competitive salaries, equity options, unlimited PTO, and a flexible remote work policy to support work-life balance....
Finally fosters a culture of innovation and efficiency, encouraging employees to experiment with new ideas and technologies in the fintech space....
finally • Boca Raton
Finally is seeking a Customer Success Specialist to advocate for SMB customers using their financial automation platform. You'll ensure customer satisfaction and drive card activation and spend growth. This role requires strong customer engagement skills.
You are a dedicated professional with a passion for customer success and a strong understanding of financial products. You have experience managing customer relationships and ensuring their needs are met effectively. You thrive in a fast-paced environment and are adept at identifying opportunities for customer engagement and growth. You possess excellent communication skills, allowing you to articulate complex concepts clearly and effectively to customers. You are proactive in addressing customer concerns and are committed to helping them achieve their financial goals. You understand the importance of feedback and are eager to contribute to product improvements based on customer insights.
As a Customer Success Specialist, you will own a portfolio of SMB customers, ensuring they feel supported and empowered while using finally’s corporate cards and expense platform. You will be responsible for onboarding new customers and guiding them through the adoption process, ensuring they understand how to maximize the benefits of the platform. You will monitor customer usage and spend patterns to identify engagement gaps and proactively intervene to increase card utilization. Your role will involve collaborating with cross-functional teams to address customer feedback and improve the overall customer experience. You will also have opportunities to influence product feedback and processes, contributing to the continuous improvement of the platform. Your success will be measured by customer satisfaction and the growth of card activation and spend among your portfolio.
Finally offers a competitive salary and equity, allowing you to share in the company’s success. You will enjoy a comprehensive benefits package, including health and dental insurance, an employee stock purchase plan, and paid time off. Our company culture emphasizes collaboration and innovation, providing you with opportunities for professional growth and development. You will work in a supportive environment where your contributions are valued, and you can make a meaningful impact on the success of our customers and the company as a whole.
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