About the role:

SecureSave is seeking a remote full-time Customer Onboarding Specialist who is passionate about providing a best-in-class first experience to our customers. In this role, you'll leverage your project management and customer service expertise to teach new customers (employer HR and benefits administrators) how to use the SecureSave platform, coordinate the deployment of an emergency savings program to their employees, and empower them to get the most value out of SecureSave. Process-driven and people-focused, you will manage details while seeing the big picture working with internal and external stakeholders. This is an exciting, ground-floor opportunity to work with a highly mission-focused, remote-first, principles-driven team seeking to be the world's leading expert and provider of emergency savings accounts.

About SecureSave www.securesave.com:

We are on a mission to help people feel and be more financially secure. We believe the secret to making this reality is to ensure that everyone has an emergency savings account (ESA) and the support they need when the unexpected occurs. We are team of highly experienced fintech professionals, backed by leading VCs and co-founded by one of the world's most recognizable personal finance experts, Suze Orman. With SecureSave, individuals get the world’s first purpose-built emergency savings account, developed from the ground up. We work with employers of all sizes to develop a new type of workplace savings program focused on emergency savings -- much like an HSA or 401K, but for short term emergency savings.

What you'll do day-to-day:

  • Assist new customers (employers) in setting up their SecureSave emergency savings program
  • Develop a project plan for employers to deploy SecureSave to their employees
  • Consult with employers to integrate SecureSave into their payroll and benefits systems
  • Manage multiple time-sensitive deployments of SecureSave to various employers
  • Provide ongoing support to employers and their employees via phone, email and zoom
  • Communicate information to a variety of non-technical and technical customers
  • Actively listen to customers and show empathy
  • Partner with Sales as they transition customers from sale to onboarding
  • Build and maintain documentation for use by our Customer Success and Operations teams
  • Create and update knowledge base content for self-service
  • Collect customer feedback to advise management and product teams on how to improve SecureSave
  • Exercise discretion and independent judgement on important matters while performing primary duties
  • Thrive in a fast-paced environment and changing role as SecureSave grows

What we're looking for:

  • 2+ years SaaS customer success or onboarding experience (fintech, benefits, or HCM a plus)
  • Experience with CRM and ticket management software (Freshdesk a plus)
  • Customer-focused attitude with exceptional people skills
  • Meticulous attention to detail - excellent verbal and written communication skills in English
  • Available to start your day at 7AM CST
  • Ability to thrive in a work-from-home environment