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Customer Success Specialist – SureSwift

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Your Daily Activities

As a trusted Customer Success Specialist for Tradervue, your day-day will look something like this:

  • Every morning you’ll login to the help desk and review and respond to tickets in an accurate, effective and timely manner.
  • You will be the primary Customer Success Advisor for Tradervue customers.
  • Proactively provide solution to customers in anticipation of their needs from the initial ticket, including workarounds, advising, and follow-up support.
  • Maintain a deep understanding of Tradervue to assist customers better and troubleshoot issues.
  • Troubleshoot and provide steps to recreate escalated technical issues.
  • Collaborate with team members to to improve the customer experience.
  • Build and foster customer relationships through positive and helpful communications.
  • Escalate more advanced tickets (technical, billing, etc) as directed by your manager.
  • Document and share user feedback and feature requests with the internal team.
  • Identify potential sales leads through customer interactions and share with team.
  • Assist with quality assurance tasks related to technical issues, new features, or product changes.
  • Review customer metrics, such as churn, new trials, new signups, etc.
  • Add “How To” articles and Frequently Asked Questions to the Support Portal.
  • Assist Business Development Special with customer inquires.
  • Other duties as associated with the role.

Your Experience

  • Experience as a customer support agent within the SaaS industry.
  • Ability to communicate clearly and foster a positive work, and customer environment
  • Comfortable in front of the camera creating “how-to” videos, providing live demos, or assisting with webinars.
  • Experience within the trading industry specifically with options, futures, or stocks.
  • day trading financial assets.
  • America/Europe timezone preferred.
  • Experience working in a remote environment.

Your Compensation

Compensation varies with experience and qualifications. This job is a fully remote / work from home up to 40 hours per week.