Customer Success Representative

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At UNest, we're helping parents build a better future for their children by democratizing access to simple, cost-effective financial solutions. We are transforming the way parents save for their kids by offering tax-advantaged investment plans and recruiting a team that is determined to make an impact. If you thrive in a fast-moving environment and want to make a difference in the world, UNest is the place for you. 

UNest is seeking a Customer Support representative to build and maintain customers’ trust in UNest as a leader in family savings. Through your impeccable customer service, you’ll help our users navigate through product features, technical resolutions, and best practices.

Within 1 month, you will:

  • Learn about the fundamentals of UNest and our vision

  • Gain a deep understanding of product knowledge and how it directly impacts our customers

After this, your day-to-day will involve:

  • Communicating with customers using email

  • Delivering outstanding service by solving customer issues efficiently and effectively with empathy

  • Acting as the voice of the customer by identifying and communicating customer pain points or opportunities to the product and engineering organization

  • Identifying and escalating customer and product issues appropriately

  • Improving productivity by identifying ways to avoid recurring customer contacts and recommending changes to improve processes and knowledge articles

  • Creating macros to streamline response time to common customer issues

  • Educating users on how to use the UNest app

What you will bring to UNest:

  • BA/BS degree required

  • 0-2 years of account management/customer service experience

  • Masterful problem-solving skills identifying customer need and providing thoughtful solutions

  • Exceptional customer-focused instincts with the ability to prioritize and escalate issues

  • High degree of professionalism and poise

  • Excellent written and oral communications skills

  • Must be available to work 40 hours per week

What we offer:

  • Competitive salary and stock options

  • A comprehensive benefits package to meet the needs of you and your family

  • Paid vacation and sick days

  • Flexible work location

  • 401k

About UNest:

UNest is a mobile app that allows parents to set up and manage tax-advantaged savings plans. What used to take eight hours of time to research we put into five minutes. We’re backed by world-class investors (Anthos, Draper Dragon, The Artemis Fund, Unlock Ventures, Northwestern Mutual, Band of Angels), have a team of industry veterans, and are growing quickly!

Commitment to Diversity, Equity & Inclusion:

UNest believes diversity, equity and inclusion are fundamental obligations that strengthen our team. We need a diverse, multi-disciplinary team to build a meaningful company and culture.

 

Recruiters / Agencies please do not contact about this position

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Location

5161 Lankershim Blvd, North Hollywood, CA 91601

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