Now Hiring - Financial Services Client Success Associate in San Diego, CA
Financial Services Client Success Associate in San Diego, CA
Hi, We're AffiniPay!
AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and project management software, AffiniPay's tech products serve legal, accounting, architectural, engineering and construction firms. AffiniPay has been recognized as one of Inc. 5000's fastest growing companies in the U.S. for 11 years in a row, and as a result, our teams continue to grow as well!
MyCase & CASEpeer, AffiniPay companies, are hiring their newest Client Success Associate to join our growing team. At CASEpeer, we focus on collaboration, the ability to adapt to client needs, and a passionate approach to service. We build and design innovative software for personal injury attorneys to help streamline their firm to better serve their clients.
What You'll Do…
- While leading and supporting client accounts, you will hone your organizational skills and learn the art of prioritization. You will be responsible for the success and retention of your clients, while raising and resolving account issues.
- Perform initial onboarding of accounts with clients, ensuring strong adoption and ongoing engagement throughout the customer's lifetime.
- Communicate directly with clients, primarily through chat, tickets, email, Zoom and phone, and work closely with our internal Sales, Data Implementation and Development teams to ensure a flawless experience.
- Advocate for our clients while capturing customer feedback and reporting requests to Management and Development teams.
- Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes.
- Possess strong phone, written and verbal communication skills with excellent presentation skills.
About You…
- 1+ years of experience in a client/customer-facing role
- Ability to work 8:00-5:00 PST time zone
Nice to Haves…
- Experience with Zendesk, HubSpot, Slack, G-Suite or Zapier
- Legal knowledge
Additional Information
The pay range for this position is between $45,000 - $52,000 annually. AffiniPay is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. This position is non-exempt and eligible for overtime.
Our Story
Founded in 2005, AffiniPay's mission is to build technology products that helps professionals focus on the work they love. As the leader in the professional payments industry, AffiniPay's products serve legal, accounting, architectural, engineering and construction firms. Our portfolio of software solutions include MyCase (Legal Practice Management Software), CASEpeer (Practice Management for Personal Injury Firms), Docketwise (Immigration & Case Management Software), (Soluno (Legal Accounting), and Woodpecker (Legal Document Automation). Our portfolio of payment solutions include LawPay (Legal), AffiniPay for Associations (Associations), CPACharge (Accounting Professionals), and ClientPay (Architect, Engineer, and Construction). AffiniPay's products serve over 100,000 users, and we are noted as one of the fastest growing tech companies in Austin, Texas. We are constantly looking for talent to join our team to continue playing a key part in unlocking our potential.
Diversity, Equity & Inclusion at AffiniPay
At AffiniPay, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.
Benefits that Benefit You!
As a people first culture, we believe it is important that our teammates are happy, healthy, and productive. In order to best support that, AffiniPay provides award-winning benefits that can make a difference in your life - right now and for the future.
- All employees receive fully covered medical, dental and vision coverage - Choose from our 2 available health plans based on what fits you and/or your family!
- Have some fur babies? - We offer them insurance too!
- RELAX and enjoy your time away!
- Flexible paid time off that starts on your first day
- 11+ paid company holidays
- Paid Sabbatical Leave Program
- We will help you plan for your future - 401K, or RRSP if in Canada, with a company match up to 5%
- Competitive compensation packages that include:
- Mid-year and end-of-year bonus plan that increases with select anniversaries
- Equity options that are granted to all full-time employees
- Health Wellness Program that includes nutrition consultations, mental health apps, and access to discounted memberships
- Have plans to grow your family? - Parental resources, including 16 weeks of paid time off for primary and secondary caregivers
- Professional development opportunities including mentorships, leadership programs and our AffiniPayU courses
- We believe it is important to give back:
- Matching Gift Program for qualified charities up to $1,000 per employee per year
- We also offer a $5,000 quarterly donation to a charity voted on by staff members
- Our AffiniCares team organizes activities focused on donations, volunteerism and supporting the local communities throughout the country
- D&I initiatives provide educational opportunities regarding multicultural issues, tolerance, and celebrating diversity among our entire staff
- An incredible, in-office experience at our headquarters in Austin and San Diego including free lunch delivery 3 days/week, a fully stocked kitchen, and some "sweet"surprises for those afternoon pick-me-ups
- Work Hard/Play Hard - We have an Experience Team focused on team and company events and activities throughout the year including summer photo contests, pumpkin patches, Thanksgiving potlucks, holiday celebrations, and more!
AffiniPay LLC
501 to 1000 Employees
2005
Financial Transaction Processing
Financial Services
http://www.affinipay.com
$25 to $100 million (USD)
1 Yes (amount not posted)
AffiniPay LLC
Rate this company
Sign In to rate this company
AffiniPay LLC
1 Yes (amount not posted)