Csr Customer Success

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Description CSR Role

Every year, $150B+ is set aside by your local, state, and federal representatives to make it easier for anybody to build a business and turn their dream into reality.

But while governments might be great at governing, they’re terrible at marketing. These billions sit unclaimed, waiting for Owners to discover them. We want to fix that, and we need your help.

The opportunity

SourceTek is looking for a Client Success Champion to help our client scale customer engagement, retention and operational processes throughout later stages of the customer lifecycle. You’ll have an opportunity to influence and shape the customer experience, working cross-functionally with operations, engineering and sales in helping our customers achieve their goals.

What you’ll do

oWork with cross-functional teams to support all phases of post intake client completion success which includes, but is not limited to: gathering and organizing required documentation for each credit, managing multiple DropBox folders, working directly with our team of CPAs and Tax Attorneys & facilitating the Client Engagement Contract completion.

oContribute to nascent initiatives and processes to scale customer success and hit Clients growth goals.

oEducate our customers about our products and support them through operational processes that ensure they can claim our credit offerings.

What we’re looking for

o5+ years of experience working in a high-volume client account management or processing role

oA champion problem solver with experience working with cross-functional teams (operations, sales, product, engineering, marketing, etc.)

oExperience working on mission-critical projects with tight timelines

oExcellent written and verbal communication skills

oAbility to work independently and communicate over the phone and with video chat software, such as Zoom and especially HubSpot

oA willingness to learn on the job and take on tasks as needed and operate under a service mindset — we’re here to serve our customers, not our egos

oBonus if: you’ve worked in B2C or B2B SaaS customer success, account management, consulting and/or highly detailed processing role, or you have experience with tax credits and accounting.

How we think about diversity

We try to make sure the diversity of our customers is reflected in the team that serves them. Because when we include people of all races, genders, sexual orientations, ages, and identities — we end up building a better experience for everyone who uses our clients services.

We know we need to be intentional in our hiring practices in order to overcome systemic biases we may be blind to. So, if your lived experience has given you a unique perspective on business, startups, or any other aspect of our business – even if you don’t meet all the requirements – please still apply and let us know so we can make sure your application gets the attention it deserves.

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