Remote Account Coordinator, Founder Success

Clearco is the leader of data-driven e-commerce funding and has advanced over $2.5 billion in non-dilutive capital to over 10,000 businesses. Our revolutionary Invoice Funding product allows entrepreneurs to fund their expenses–including marketing and inventory–without giving up cash flow so they can plan for the future. As Account Coordinator on the Founder Success team, you’ll be the first point of contact for Clearco’s repeat customers, helping them navigate our product and secure funding to grow their businesses.

What you’ll do:

• Become an expert on Clearco’s platform, services, and the financial industry
• Be a high performer and contribute to the achievement of the Founder Success team’s monthly KPIs and goals
• Serve as the primary point of contact for Clearco’s new and repeat customers - Anticipating their financial needs, and identifying new funding opportunities
• Cultivate strong customer relationships with business owners, founders, and executives, helping them navigate Clearco’s product and secure funding
• Handle customer inquiries and funding requests through live chat, email, and phone, and proactively reach out to customers that may need assistance with the Clearco platform
• Engage existing customers throughout their lifecycle to introduce new features & benefits and drive ongoing usage of Clearco funding
• Work closely with internal teams to ensure that you are up-to-date on upcoming product releases and industry trends
• Communicate customer feedback and help identify improvements to our internal processes, systems, and customer facing platforms to improve the customer experience

You’ll thrive if you:

• Have 2+ years of experience in a customer success, customer support, or account manager role
• Have superior verbal and written communication skills - you’re personable, friendly, and love teaching people!
• Can quickly acquire new knowledge and/or skills and adapt to new situations by being open to and quickly implementing feedback
• Can navigate conversations in a professional and consultative manner by focusing on building relationships, understanding obstacles, and providing relevant solutions
• Are comfortable having conversations about financial products and terminologies with our teams and can translate that same information to our customers
• Can collaborate with internal teams to achieve shared organizational goals by fostering information sharing, resource utilization, and expertise exchange to enhance processes and drive overall success.
• Have previous experience working with customers in a growing Fintech or SaaS environment (highly preferred)
• Have previous Salesforce experience (considered an asset)

What we offer:

• Working with a passionate and supportive team, and finding a sense of belonging in the #Clearcrew
• Competitive salaries and incentives, plus comprehensive health and dental insurance
• A tech stipend to create your ideal work-from-home environment
• Mental health support and professional development opportunities in a culture that emphasizes work-life balance and transparency
• The chance to participate in high-impact work at a mission driven organization
• Fertility, hormonal health, and family-forming benefit
• RRSP / 401k Matching