Customer Success Representative
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