客户成功分析师
Client Success Analyst
Liberating Money
客户成功分析师
地点:远程,北美
职位类型:全职
部门:客户成功
汇报对象:客户成功总监
职位描述
N3XT 是一家充满活力且快速发展的金融科技公司,正在革新支付领域。我们营造了一个协作、敏捷且以结果为导向的环境,有才华的人可以产生重大影响。我们正在寻找一位高度积极的分析师加入客户成功团队。在 N3XT,我们以技术和人工智能为先,希望将自动化和优质服务融入我们的客户支持流程。这是在快速增长的公司中一个关键角色,你的贡献将在整个组织中被感受到。你将直接与 N3XT 的终端用户及其技术团队合作,进行客户入职、系统实施和提供支持服务。
理想的候选人积极主动,注重流程,并具有自动化优先的思维模式。你将与高管领导、业务发展、工程和基础设施以及其他内部团队紧密合作,优化所有相关流程,解决问题,并为客户创造积极高效的服务体验。
主要职责
- 为 N3XT 客户提供一线支持 - 多渠道支持(邮件、聊天、通过 Intercom)
- 参与客户支持请求的全流程 - 包括产品问题、系统问题、入职咨询、支付问题等
- 直接与其他 N3XT 团队合作 - 合规、银行运营、业务发展、工程和基础设施,以全面支持客户群体
- 协助客户入职流程 - 与内部团队合作,进一步定义和优化新客户和现有客户群体的入职流程
- 使用 API 技术支持客户和供应商集成工作,直接与软件工程师和技术团队合作。这包括维护客户集成流程 - 测试工具和策略、认证流程和流程,从上线到日常运营
- 通过定期测试 N3XT 应用程序和 API 的新旧版本,识别导致用户问题的应用问题 - 直接与工程团队合作协助调试
- 协助创建和维护公开文档 - 常见问题解答、用户指南、API 文档
- 支持整体流程改进和自动化工作
资格与要求
- 本科学位
查看英文原文
Liberating Money
Client Success Analyst
Location: Remote, North America
Job Type: Full-Time
Department: Client Success
Reports To: Head of Client Success
About the Role
N3XT is a dynamic and rapidly growing fintech revolutionizing the payment space. We foster a collaborative, agile and results-oriented environment where talented individuals can make a significant impact. We are seeking a highly motivated analyst to join the Client Success team. At N3XT we are technology and AI first, and are looking to incorporate automation and quality service into our client service and support processes. This is a critical role in a growing company where contributions are felt across the organization. You will be working directly with N3XT end users, and their technology teams to onboard, implement systems and provide support services.
The ideal candidate is proactive, process oriented and has an automation first mentality. You will work closely with executive leadership, business development, engineering and infrastructure, and other internal teams to streamline all relevant workflows, resolve issues, and contribute to a positive and productive client experience.
Key Responsibilities
- Front line support for the N3XT client base - Multi-channel support (email, chat, via Intercom)
- Contribute to the full lifecycle of client support inquiries - These can be product questions, system issues, onboarding inquiries, payment issues, etc.
- Work directly with other N3XT teams - Compliance, Bank Operations, Business Development, Engineering and Infrastructure as a means to fully supporting the client base
- Assist in the client onboarding process - Work with internal teams to further define and streamline onboarding processes across new and existing client segments
- Support client and vendor integration efforts using API technologies, working directly with software engineers and technical teams. This includes maintaining the client integration process - Testing tools and strategies, certification workflows and processes through go live and BAU
- Identify application issues that lead to user problems through periodic testing of new and existing versions of the N3XT application and APIs - Work directly with Engineering teams to assist in debugging
- Assist in the creation and maintenance of public documentation - FAQs, User Guides, API Documentation
- Support efforts in overall process improvement and automation
Qualifications and Requirements
- Bachelor’s degree or 1-3 years of experience working in a customer support, integration or onboarding role
- Previous experience working in banking, financial services or fintech is a plus
- Previous experience working with Intercom is a plus
- Previous experience working with KYC/Onboarding systems and processes is a plus
- Experience working with, or knowledge of, APIs is a plus
- Experience working with AI tools to solve technical problems is a plus
- Basic scripting and/or query experience is a plus
- Strong desire to continuously improve on, and automate, manual and repetitive tasks
- Entrepreneurial in nature - A desire to take pride in high value work while largely working independently is strongly preferred
- Previous startup experience is a plus
Why Join Us?
· Be part of a fast-growing, mission-driven company in the fintech space
· Opportunity to add significant value to the N3XT efforts
· Work with a diverse, global team in a hybrid-friendly environment
· Competitive salary, benefits, and professional development support
Originally posted on Himalayas