Customer Success Associate jobs in United States
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Beam · 3 months ago

Customer Success Associate

positionAustin Office
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$75K/yr - $90K/yr
date2+ years exp

Beam is a company that builds software and financial tools to automate administrative tasks in the construction industry. As a Customer Success Associate, you will be responsible for customer onboarding, relationship management, and driving adoption of Beam's financial solutions, ensuring customers derive maximum value from the platform.

Artificial Intelligence (AI)ConstructionFinanceFinancial ServicesPaymentsSoftware

Responsibilities

Guide new customers through their onboarding and implementation journey
Proactively engage with customers to ensure their success and satisfaction, leveraging new technologies and processes to drive efficiency
Troubleshoot customer issues and coordinate with internal teams for resolution
Use Hubspot to track customer interactions and maintain detailed records
Collaborate with product and design to advocate for customers’ feature requests based on their feedback
Create and maintain customer success resources and documentation
Monitor customer health metrics and identify opportunities for expansion

Qualification

Customer onboardingCustomer relationship managementFinancial technologyProcess documentationCommunication skillsStartup experienceConstruction industry knowledgeSpanish-language support

Required

2-4 years of customer-facing experience
Experience with onboarding customers and implementing a product or service
Strong verbal and written communication skills
An entrepreneurial and scrappy mindset: a self-starter able to thrive in ambiguity
A bias towards process and documentation

Preferred

Experience working with small businesses or construction companies
Basic understanding of construction industry workflows
Experience and/or comfort with financial technology (e.g., payments)
Previous startup experience
Experience providing Spanish-language support and training

Benefits

Generous benefits, including medical, dental, and vision

Company

Beam

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Glassdoor3.6
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The best way for builders to estimate and manage project finances with AI.
dateFounded in 2022
location
San Francisco, California, USA
people-size11-50 employees
web-link
https://www.trybeam.com/

Funding

Current Stage
Early Stage
Total Funding
$15M
Key Investors
Zigg CapitalAccel
2025-02-12Series A· $11M
2023-03-23Seed· $4M
2022-03-30Seed

Leadership Team

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Adam Eagle
Founder & CEO
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Recent News

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Company data provided by crunchbase