Customer Success Intern

The Role

At ComplYant, the Customer Success Intern is a valuable member of the customer success team who assists with both administrative and clerical tasks. This includes making outbound phone calls, drafting or revising communication materials, providing additional information to customers and the internal team, and helping resolve certain product or service issues. If you have previous experience in customer service, sales, marketing or communications, this is an opportunity to step into the fintech space, and learn at a rapidly growing organization.

Day to Day Responsibilities:

• Collaborate with cross-functional teams to drive the strategy for end-to-end customer-facing engagements and experiences.
• Shape and define best practices to ensure world-class content, tools, and methods are used.
• Observe customer meetings to help support the community of customers.
• Boost customers on the platform to ensure their needs are met.
• Research how to further improve customer success or satisfaction.
• Assist with monthly and quarterly business reviews for the Customer Success department.
• Help with brainstorming sessions and drafting presentations or materials.

Your Background Likely Includes:

• 1-3 years of experience in communications, marketing, sales, or customer service.
• Strong verbal and written communication, brainstorming, and project management skills.
• Comfortable working across multiple departments in a deadline-driven environment.
• Prioritization, organization, and time management skills. Able to effectively handle a number of diverse and complex problems at the same time.
• Active team player, self-starter, and multitasker who can quickly adjust priorities.

Bonus Points if:

• You are a "people person" by nature with a bubbly personality.
• Have experience in B2B, SaaS, or FinTech.
• You have previously used Salesforce and project management tools.
• You are bilingual with fluency in English and Spanish.

The Team

Our fully-remote team values trust, transparency, and support. As a people-first organization, we foster diversity, flexibility, and work-life balance. While we serve on different teams based on function, you will be encouraged to nurture your curiosity and connect cross-functionally to learn and grow. We don’t believe in siloing off teams, data, or skills. We know that we work better as a whole when we encourage members to contribute wherever their skill sets may be of value.

Benefits & Perks

• Paid Internship Opportunity with 20-25 hrs per week
• Flexible Work Schedule to fit Life/School Needs
• Cross-Departmental Learning Opportunities
• Full-Time Opportunities Available after a Successful Internship (and/or Graduation)
• Opportunity to get Real-Life Startup Experience (Golden for a Resume)
• Onboarding Company Swag
• Company Gifts - to say thank you!
• Robust Internship Training and Onboarding

• Week 1 -2 - Your first 15 days
  You'll focus on onboarding tasks, guiding yourself through training and being trained by your colleagues, and the high-level expectations your manager has created for you. Completing your Tax Research training successfully is one of your biggest goals. Having a grasp of ComplYant on the front end, knowing how to navigate within HubSpot, and having a level of comfort in accessing and managing tasks within ClickUp is crucial early on. To illustrate your comfort level with the platform, share a one-sentence elevator pitch that sums up your understanding of ComplYant to this point.
• Week 3-4 - 30 days in
  Start identifying areas of opportunity to contribute and add value to the team's needs and goals as you continue to become more comfortable with all of the tools we use on a daily basis. If you haven't yet, start identifying opportunities to create tasks for yourself within ClickUp. By your 30th day, it's highly likely that you will be introduced to outbound communications, so it is vital to ask your team lots of questions early on and report tool issues you may experience with your Lead as soon as they happen. Take advantage of live training with the team to get through any unfamiliarity you have with the tools you’ll be using, the process you are expected to live by, and the ComplYant product.
• Week 5-6 - By 45 days
  It's time to implement the outreach processes! You'll also feedback for every one of your direct teammates directly to the Team Lead. As your more seasoned colleagues work through their own tasks and projects, be sure to prioritize the tasks you are assigned, more than likely, your tasks are directly linked to your colleagues’ high-level projects. Everything we do impacts the team and the customer directly, so take pride in the impact you contribute to every day!
  
• Week 7+ and beyond
  You will work on defining the area for your Special-Interest Project (SIP) and we will work on enabling you to take ownership of the deliverables. Typically the SIP aligns with your professional interests/learning objectives and contributes meaningfully to our company goals. A SIP aims to ensure you gain as much from this experience as possible while also giving you the opportunity to make an impact in your field of interest, and a great bullet point for your resume!

Eligibility Requirements

Applicants must be located in the United States and must have the legal right to work in the United States. Unfortunately, we are unable to provide visa sponsorship at this time.