Customer Success Associate at Forecasa | Torre
Customer Success Associate
trending_up Invest in Torre
Forecasa

Customer Success Associate

Forecasa
Posted by
william hodges
star_border star_border star_border star_border star_border
star star star star star
(7) info
Emma
Emma
Emma highlights
This highlight was written by Emma’s AI. Ask Emma to edit it.
Full-time

Legal agreement: Depends on the location of the candidate

Currency exchange and payroll taxes to be paid by:

Depends on the location of the candidate

Compensation
USD1.5k - 3k/month
Non-negotiable
location_on
Remote (anywhere)
Posted over 1 year ago

Responsibilities

Forecasa is an early stage tech company based in Philadelphia that provides enterprise B2B SaaS business intelligence solutions to the Real Estate / Mortgage Lending space. We specialize in aggregating disparate public data and then develop advanced technologies to clean, normalize, and visualize this information, enabling our customers to plan and execute strategic business decisions. The Customer Success Associate plays a pivotal role in driving customer retention, loyalty, and satisfaction by ensuring users maximize the value of our services through strategic engagement. As a key member of the Customer Success team, this role focuses on enhancing the customer experience, fostering long-term relationships, and guiding users to fully leverage our solutions. Reporting to the Managing Director of Customer Success, the Customer Success Manager will collaborate closely with teams across Sales, Product, and Executive Management to promote user adoption of existing solutions and provide valuable customer insights that inform product development and enhancements. This is a 100% remote position. Forecasa is headquartered in Philadelphia, PA. Responsibilities: - Manage and maintain detailed record keeping in our Salesforce CRM for use in monitoring and reporting of customer KPIs. - Provide prompt and efficient support by engaging directly with customers via phone, video chat, and email. - Work with customers to understand product use to resolve their issues and maximize their investments. - Create and maintain productive relationships with customers that result in renewed business. Desired skills and experience: - 2 - 5 years experience in Real Estate Lending in a customer facing role (Loan Officer, Loan Officer Assistant, Loan Operations, etc.). - Excellent written and verbal communication skills with the ability to relay information clearly, thoughtfully, and concisely. - Highly organized with attention to detail. - Experience communicating with C-suite executives. - Self-motivated with the ability to work independently in a fast-paced, remote work environment. - Proactive and creative approach to problem solving. - Proficiency in data management tasks utilizing tools like Excel, Google Sheets. Bonus points: - 3+ years of technical SaaS environment product support experience. - Bachelor’s degree. - Experience with Salesforce. - Experience with Google Workspace applications in combination with Gong and/or ChiliPiper. - Experience with MailChimp or other email campaign technologies.
This job post is closed.