Customer Success Product Expert & Business Coach

PocketSuite
United States
Workplace: RemoteFull timeUSD 55,000 - 65,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Writing","Sales"]

Proactively support and coach PocketSuite Pros across 67 verticals, becoming a product expert to drive onboarding success, adoption, churn reduction, and revenue expansion. You’ll onboard clients, optimize configurations, respond to support, and contribute to UX/Product improvements, leveraging fintech-savvy, cross-functional collaboration, and strong communication to help small businesses grow with PocketSuite’s mobile platform.

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FursaFursa
PocketSuite
PocketSuite
4 years ago

Customer Success Product Expert & Business Coach

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Proactively support and coach PocketSuite Pros across 67 verticals, becoming a product expert to drive onboarding success, adoption, churn reduction, and revenue expansion. You’ll onboard clients, optimize configurations, respond to support, and contribute to UX/Product improvements, leveraging fintech-savvy, cross-functional collaboration, and strong communication to help small businesses grow with PocketSuite’s mobile platform.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Onboard new clients by phone, in-app, and by email, including importing their existing clients and data into the app
  • •Activate and engage new clients primarily in-app to drive conversion, retention, and Premium subscriptions
  • •Reproduce and log customer reported issues and identify opportunities for product/UX improvements
  • •Lead all data imports and widget implementations and ensure clients launch with optimal configuration
  • •Coordinate with a small cross-functional team to support Customer Success and other roles

Pay and Benefits

Salary: USD 55,000 - 65,000 annually

Key Requirements

  • •Bachelor’s degree
  • •3+ years experience in community engagement, account management, churn management, onboarding specialist, or customer support specialist
  • •Strong problem solving skills
  • •Strong oral and written communication skills
  • •Witty, creative, compelling writer
Experience:3+ yearsFintechSaaSSMBStartup
Education:Bachelor's
Skills:CommunicationProblem-solvingWritingSales

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

PocketSuite
Provides a mobile-first business management platform for solo professionals and small businesses to manage appointments, client communications, payments, invoicing, and CRM features, streamlining operations for service-based businesses.
Industry: Enterprise Software
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: Miami, United States
WebsiteLinkedIn