Customer Success Specialist

The Customer Success Specialist will be responsible for providing excellent customer support and ensuring the growth, success, and satisfaction of our clients. This is a multi-faceted role where responsibilities span across growing accounts, upselling new product features, preventing churn, the management of client’s payroll and timesheet systems’ integrations with Tapcheck, and more. This is a highly collaborative role working across the onboarding team, Sales, Partnership, Product, and other client-facing teams. 

What You’ll Do:

• Be the primary point of contact for an assigned book of business and build strong relationships with key stakeholders
• Provide exceptional customer support. This includes project managing, addressing, and resolving client inquiries and technical issues
• Monitor client usage and engagement, identifying potential upsell, referral, and expansion opportunities
• Grow employee registrations on the Tapcheck platform
• Manage the maintenance of employer’s payroll and time sheet integrations. This includes full understanding of the onboarding/implementation playbook and partnership with the client Onboarding team
• Proactively identify opportunities for process improvement and share insights with internal teams
• Partner with Onboarding Managers, Product, and Engineering, as well as other client-facing teams, to ensure teamwork across the entire customer lifecycle

What You'll Bring:

• 3+ years of experience in customer success or account management role
• Exceptional communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Strong problem-solving and critical thinking skills
• Detail-oriented with excellent organizational and time management skills
• Self-motivated with a strong sense of ownership and accountability
• Proficiency in customer support software and CRM systems, as well as native internal technical platforms
• Bachelor's degree or related experience

About Tapcheck:

Tapcheck is a digital platform offering an easy and convenient way to access on-demand earnings early. Available at no cost to employers, our app-based on-demand pay solution helps relieve the financial stress that many employees experience on a daily basis.

The Tapcheck team is passionate about our mission to improve financial wellness and boost business productivity. By giving workers the ability to transfer wages they’ve earned directly to their bank account or pay card without waiting for payday, Tapcheck eliminates the need for high-interest payday loans or employer-funded cash advances.

How We Get Things Done:

Our core values act as a steadfast guide, directing our decisions and anchoring our actions. We consider these values non-negotiable, especially when it comes to our hiring process.

• Humility: We believe in the power of humility. We value team players who are down-to-earth, respectful, and open to learning from others. Our employees approach challenges with a positive attitude, acknowledging their strengths and weaknesses while celebrating the achievements of their colleagues.
• Grit: We admire individuals with grit – those who demonstrate unwavering determination and resilience in the face of obstacles. At Tapcheck, we take pride in overcoming challenges together, pushing the boundaries of what is possible, and embracing failure as an opportunity for growth.
• Raising the Bar: Continuous improvement is at the heart of our culture. We are committed to setting high standards and pushing ourselves to exceed them. We seek employees who are innovative and strive for excellence, constantly seeking ways to enhance our products, services, and processes.
• Striving for Growth: We foster an environment that encourages personal and professional development. Our employees are driven to learn, grow, and adapt to new circumstances. We support individuals who take initiative, seek out new challenges, and actively contribute to their own growth and the growth of the company.

Benefits

• Competitive Base + Bonus
• Paid Time Off
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401K Match

Compensation: $65,000 - $70,000/year + Bonus. The actual base salary will depend on numerous factors such as: location, experience, training, knowledge. and skills. Tapcheck reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applyin