Customer Success Specialist

Quickly
CA - British Columbia - kelowna
January 14, 2025

As a Customer Success Specialist, you will play a pivotal role in ensuring a seamless and positive experience for our clients from the initial onboarding process and throughout their journey with Quickly. You will serve as the primary point of contact for clients, guiding them through the onboarding process, addressing inquiries, and providing ongoing support to enhance their overall experience. You will also handle incoming support calls and online inquiries, utilizing your communication, critical thinking skills, and expert knowledge of our application to analyze client issues and offer effective solutions.

Key Responsibilities

Client Onboarding

Facilitate the onboarding process for new clients, ensuring a smooth transition onto our platform or services.
Coordinate with internal teams to gather necessary documentation and ensure compliance with regulatory requirements.
Conduct training sessions and provide guidance on using our products and services effectively.

Customer Support and Relationship Management

Serve as the main point of contact for client inquiries, resolving issues, and providing timely assistance.
Proactively engage with clients to gather feedback, address concerns, and identify opportunities for improvement.
Build and maintain strong relationships with clients, fostering trust and loyalty to Quickly.

Process Improvement and Documentation

Identify areas for process improvement within the onboarding and customer support workflows.
Develop and maintain documentation, including user guides and FAQs, to support clients during onboarding and beyond.
Collaborate with cross-functional teams to implement enhancements and streamline operational processes.

Client Engagement and Satisfaction

Monitor client satisfaction levels and key performance indicators to measure the effectiveness of onboarding and support initiatives.
Proactively engage with clients to ensure their needs are met and expectations are exceeded.
Advocate for clients internally, serving as their voice in driving product improvements and service enhancements.

To thrive in this role you

Post-secondary education in communications, business, administration, marketing, or related fields.
1 - 2 years of experience in one of the following roles:
accounting/bookkeeping, technical customer success, client onboarding, account management, sales, communications, or related positions.
Must have strong interpersonal and communication (verbal and written) skills, with the ability to effectively interact with clients at all levels.
Strong time-management and organizational skills with the ability to respond fast and juggle multiple priorities while maintaining professionalism and client focus.
Proficient with G Suite (Gmail, GDocs, GSheets, etc)., and customer service software like Intercom and Hubspot.
Intuitive, self-motivated, and positive.

Bonus points

Experience with Fintech, ERP, or Financial Services.

About Quickly

What we do

Quickly is an Early Payment technology that is revolutionizing the way businesses manage their supply chain finances. Our cutting-edge software empowers companies to unlock cash flow efficiencies like never before. Suppliers can now request early payments and receive funds on day one, while buyers get valuable savings and continue to pay within their regular payment terms. This means suppliers get the liquidity they need, when they need it, and buyers maintain their cash reserves.

Who we are

We are a diverse, determined, and fun team looking to make a mark by providing SMBs unmatched access to capital allowing them to grow and succeed. We want to build a global business that disrupts traditional financial practices.

What we are looking for in a teammate

We're looking for people who've gone demonstrably deep on things they care about, find fun in a challenge, don't wait to take action, and prize ownership on their journey to turn their work into brilliance. We value versatility and the eagerness to embrace a broad range of tasks beyond one's primary responsibilities. We're on the lookout for proactive generalists ready to contribute wherever needed, embodying our all-hands-on-deck spirit.

Working at Quickly

We believe in ownership, working hard, and working smart. We want to provide our team with the environment and flexibility to succeed and grow. We work collaboratively, and are direct with feedback amongst and across everyone in the team. We try hard to keep open and honest communication channels, challenge each other's assumptions and try to make the best decisions for the company.

Quickly perks

High potential for growth & complete ownership from the beginning.
Equity in an early-stage startup.
Competitive base salary.
Full medical and dental benefits.
Rapid learning environment.
Flexible vacation policy.

Why you might not like us

We operate on aggressive schedules.
We have high expectations for ourselves and everyone on the team.
We will keep a lean team. You'll learn a lot, build processes, and grow as our company scales.
We don't know what we don't know. We will learn it together.
We love to remain positive, even in the face of adversity.
We don't take ourselves too seriously (most of the time).

Read the full job description and apply online on the recuiter's web-site

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