Client Success Associate

| United States +80 more | Remote
Employer Provided Salary: 45,000-52,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Hi, We’re AffiniPay! 

AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and practice 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! 

AffiniPay is hiring it's newest Client Success Associate to join our growing team, and help support our CASEpeer product! CASEpeeran AffiniPay company, is a top-rated case management software solution for personal injury law firms.  Our Client Success Teams focus on collaboration, the ability to adapt to client needs, and a passionate approach to service.

 

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.
  • 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 6am-3pm PST time zone

Nice to Haves…

  • Personal Injury legal knowledge
  • Experience with Salesforce, Intercom, Slack, Loom, Jira or Zapier

Additional Information
The pay range for this position is between $45,000 - $51,000 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 one hundred thousand 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 with our flexible paid time off policy! 
  • We will help you plan for your future - 401K, or RRSP if in Canada, with a company match
  • Competitive compensation packages that include mid-year and end-of-year bonuses and equity options for 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 caregivers
  • Professional development opportunities including mentorships, leadership programs and our AffiniPayU courses
  • We believe it is important to give back with our Matching Gift Program and organized 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, a fully stocked kitchen, and some “sweet” surprises for those afternoon pick-me-ups


Security Advisory

Our hiring teams at AffiniPay are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology.  As such, our Talent Acquisition Team only follows legitimate hiring practices.  We will always communicate with our candidates using emails with the AffiniPay domain and will never ask for sensitive/personal data during the application process.  All interviews take place over phone call, Zoom/Google Meet or in person.  All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.  

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Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Colorado, CO
Columbus, OH
Dallas-Fort Worth, TX
Dayton, OH
Des Moines, IA
Detroit, MI
Fayetteville-Springdale-Rogers, AR
Greensboro, NC
Hampton Roads, VA
Hartford, CT
Houston, TX
Huntsville, AL
Indianapolis, IN
Jacksonville, FL
Kansas City, MO
Las Vegas, NV
Lexington, KY
Lincoln, NE
Little Rock, AR
Los Angeles, CA
Louisville, KY
Madison, WI
Memphis, TN
Miami, FL
Milwaukee, WI
Minneapolis–Saint Paul, MN
Nashville, TN
New Orleans, LA
New York City, NY
Ogden, UT
Oklahoma City, OK
Omaha, NE
Orlando, FL
Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
Peoria, IL
Philadelphia, PA
Phoenix – Mesa – Scottsdale, AZ
Pittsburgh, PA
Portland, ME
Portland, OR
Providence, RI
Provo, UT
Raleigh-Durham, NC
Reno, NV
Richmond, VA
Rochester, NY
Sacramento, CA
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
San Luis Obispo, CA
Santa Cruz, CA
Seattle, WA
Spokane, WA
St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
Tulsa, OK
Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
    • CSSLanguages
    • JavaLanguages
    • JavascriptLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • ReactLibraries
    • DockerFrameworks
    • KafkaFrameworks
    • KubernetesFrameworks
    • React NativeFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • Vue.jsFrameworks
    • AWS RedshiftDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • AWS (Amazon Web Services)Services

An Insider's view of AffiniPay

What’s the vibe like in the office?

The AffiniPay office is amazing! We have gorgeous views, fantastic resources, and a group of smart, fun people to collaborate with. I love coming in because I always feel energized and inspired!

Amanda

Partner Integrations Director

What does your typical day look like?

We start our day with a standup for updates on challenges and tasks we've worked on. We work on new software features, technology improvements, and help troubleshoot issues our customers are experiencing. What I enjoy most is the culture of collaboration we've developed. Our team works closely on tickets, troubleshooting and planning for the future

Olutayo

Software Engineer II

What makes someone successful on your team?

As part of the Product Management Team, we sit on the intersection of Technology, UX, the Business and the Customer. All of us spend a significant of time with our customers and the market. However, given that we are market leaders, we get to lead and influence our entire industry which requires bold yet analytical product decision making.

Vinay

Director of Product Management

How do your team's ideas influence the company's direction?

Dev teams are encouraged to come up with creative ideas both to technically solve existing problems as well as identify business problems which the company may or may not currently comprehend. 

Greg

EVP Engineering

What projects are you most excited about?

The project I am most excited about at this time is helping build our integrated payment platform. It presents a ton of interesting problems to solve including how to ensure our customers get paid at scale!

Ryan

Senior Software Engineer

What are AffiniPay Perks + Benefits

AffiniPay Benefits Overview

There are many reasons to work at AffiniPay, and the benefits package is one of them! The package is comprehensive, competitive, and designed to support the needs of AffiniPay staff members. Employee happiness and well-being are key to our success, which is why we’ll reward your hard work and strive to earn your loyalty with fantastic perks and incentives.

Culture
Volunteer in local community
AffiniPay's AffiniCares team organizes activities focused on donations, volunteerism and supporting the local communities throughout the country.
Partners with nonprofits
AffiniPay partners with non profits selected by the employees of the company. We create opportunities for donations and volunteering with the organizations.
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
We have a Hybrid/Remote work environment with locations in Austin, San Diego and Toronto. Employees located throughout the country are fully Remote.
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
AffiniPay's leadership team is as diverse as our staff, and our Manager of Operations & Diversity is focused on continuous improvement of our D&I initiatives.
Mandated unconscious bias training
Diversity employee resource groups
Respecting one another means staying aware and being educated. AffiniPay provides educational opportunities regarding multicultural issues, tolerance, and celebrating diversity among our entire staff.
Hiring practices that promote diversity
From partnering with diverse local and national groups, to regular end-to-end reviews of our processes for biases - we're committed to a diverse workforce.
Health Insurance + Wellness
Flexible Spending Account (FSA)
AffiniPay offers a Flexible Spending Account or a Health Savings Account depending on your plan. They help pay for eligible expenses not reimbursed by medical, prescription, dental, or vision plans.
Disability insurance
AffiniPay has Short-Term and Long-Term Disability options covered by the company.
Dental insurance
Vision insurance
Health insurance
AffiniPay pays 100% of each eligible staff member’s medical, dental/orthodontic and vision insurance premiums and offers discounted premiums for dependents + domestic partners.
Life insurance
AffiniPay provides life insurance paid for by the company
Pet insurance
Wellness programs
AffiniPay offers opportunities to support the well-being of its staff members, including an on-site fitness facility, nutrition consultations, flu shots, education and discounted memberships.
Team workouts
Mental health benefits
Free access to Headspace, a mindfulness app & website which has helpful resources for meditation, sleep and exercises, is also available to all staff members.
Financial & Retirement
401(K)
All full time staff members who are 21 years of age or older are eligible to participate in the Company’s 401(k) plan on the first day of the month following employment.
401(K) matching
AffiniPay will match up to 5% of contributions for all full time employees
Company equity
Employees benefit from growth of the company through unit options. All grants are in recognition of individual contributions, including leadership, attitude, and long-term commitment to the company.
Performance bonus
All staff members are eligible for a mid-year and end of year bonus. An additional percent is added to the bonus for those staff members who have celebrated 3, 5, and 10 year anniversaries too!
Charitable contribution matching
We are proud to offer a 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.
Child Care & Parental Leave
Generous parental leave
AffiniPay offers paid leave upon the birth or adoption of a child. Staff members who serve as the primary OR the secondary caregiver are provided with sixteen (16) weeks of paid parental leave.
Family medical leave
Adoption Assistance
Staff members and their partners have free access to Maven for support through preconception and fertility treatment, including IVF; pregnancy and postpartum; adoption; surrogacy; and pediatrics.
Company sponsored family events
Some company-wide events include special summer photo contests, pumpkin patches, Thanksgiving potlucks, holiday celebrations, and more!
Vacation + Time Off
Unlimited vacation policy
Generous PTO
Paid volunteer time
Sabbatical
Full time staff members are eligible for four weeks paid sabbatical leave after seven (7) years of continuous employment.
Paid holidays
Paid sick days
AffiniPay offers flexible paid time off for all full-time non-temporary staff members. As a result, staff do not accrue vacation, sick days, or other paid time off.
Office Perks
Company-sponsored outings
Staff members have the opportunity to join events with their individual teams and the company at-large not limited to weekly, quarterly or holiday events.
Free snacks and drinks
If you would like to snack on it, we probably have it! We have a wide assortment of food for all tastes!
Some meals provided
We have weekly lunches, events, meetings and parties.
Company-sponsored happy hours
Onsite office parking
Recreational clubs
From AffiniFoodies to AffiniTravel to AffiniHiking, we have many groups that meet regularly to have fun.
Onsite gym
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Paid industry certifications

Additional Perks + Benefits

The secret to our growth and success is our team. We support each and every team member by continuing to invest in their goals, our culture, and a diverse workplace. Because when you’re happy, focused, and fulfilled with your work — it feels like you’re doing what you’re meant to do. Employees enjoy a fantastic amount of swag and food, happy hours, quarterly events, as well as virtual and in-person team building. We also have an Award of Excellence program where your success is voted on by your peers. Working at AffiniPay is as challenging and rewarding as it is fun.

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