AllWork · 9 hours ago
Customer Success Associate
Allworknow is a leading freelancer management and payments platform, and they are seeking a Customer Success Associate to support emerging customers. In this role, you will manage a portfolio of smaller customers, guiding them through onboarding and ensuring they have a smooth experience using the platform.
Enterprise SoftwareFinTechFreelanceSaaS
Responsibilities
Manage a portfolio of smaller customers, serving as a primary point of contact during onboarding and ongoing platform use
Lead customer trainings, product walkthroughs, and enablement sessions via video and phone
Become a product SME and help customers apply Allwork workflows to their day-to-day operations
Support incoming customer requests through Zendesk, following established processes and escalating when needed
Assist with customer account setup and ongoing configuration, including company/brand configuration, door and location setup, and territory alignment
Support customer changes over time, including updates to budgets, configurations, and operational needs
Create and maintain customer-facing materials such as training decks, quick guides, and basic reporting
Track engagement and satisfaction signals, flagging risks early and partnering with the team on retention support
Document customer feedback and share themes with internal teams to improve the product and customer experience
Collaborate cross-functionally with Operations, Product, Human Resources, and Sales to ensure customer needs are understood and addressed
Qualification
Required
1–3 years of experience in Customer Success, Account Management, Client Services, Support, or a related customer-facing role
Experience supporting customers in a SaaS or tech-enabled environment
Familiarity with Zendesk and/or HubSpot (or similar CRM/support tools)
Experience supporting customer onboarding and delivering live training
Strong communication skills across email, phone, and video — clear, confident, and customer-first
Highly organized with strong attention to detail and consistent follow-through
Comfort learning new tools and troubleshooting; able to navigate ambiguity and stay solutions-oriented
Proficiency with spreadsheets (filters, data organization, basic formulas) and comfort creating basic decks/docs
Motivated by customer outcomes and able to balance multiple priorities across a portfolio of accounts
Benefits
Annual performance bonus
Stock options
Full medical and dental insurance
Company
AllWork
Workforce management software and payment services for all your flexible workers
Funding
Current Stage
Late StageTotal Funding
$8.7MKey Investors
FINTOP Capital
2022-12-01Series A· $4.9M
2019-08-04Seed· $3.8M
2018-09-26Pre Seed
Recent News
VentureBot
2023-10-14
VC News Daily
2022-12-02
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