Business Associate – Customer Success

Position Overview

Our sales team combines deep product and industry knowledge and is focused on bringing to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don’t currently consider themselves to be Fin Tech actually are. You’ll be the one helping us achieve this vision. As a New Business Associate, you’ll manage inbound leads and be the first point of contact for most new companies we work with.

You’ll handle the entire opportunity qualification cycle and work closely with marketing, sales, and business operations to drive successful progress towards our revenue acquisition goals. The ideal candidate is customer centric, goal-oriented, a collaborative team player, and excited to work in a fast-paced environment.

• Manage inbound leads and own outreach to new companies, serving as the primary point of contact for new customers.
• Help new developers get started and answer questions about our products.
• Identify the most promising developers and verticals to help us grow.
• Work with our product and engineering teams to integrate customer and product feedback.
• Collaborate closely with growth marketing to provide feedback and strategize on new content campaigns.

• Bachelor’s degree or greater in Accountancy, Management, Media Studies, Applied Mathematics, Mathematics, Public Relations, Management Consulting.
• Exceptional communication and interpersonal skills.
• Interest in financial services and technical products, a desire to get more technical and the ability to learn the ins and outs of APIs.
• Strong problem‑solving abilities and a customer‑centric mindset.
• A positive attitude, resilience, and a passion for continuous learning.
• Excellent time‑management skills, can prioritize tasks appropriately, and work to streamline processes.