Customer Success Specialist

Posted 5 Days Ago
Be an Early Applicant
Calgary, AB, CAN
Hybrid
Entry level
Fintech • Financial Services
The Role
Support new and existing merchants through onboarding, product education, account activation, adoption, and ongoing relationship management. Communicate across email, phone, and video; understand customer needs; conduct targeted outreach; resolve questions; and collaborate with Sales, Support, Marketing, Product, and Development to improve customer success processes and outcomes.
Summary Generated by Built In
Helcim is looking for an energetic and personable individual to join our Customer Success Team.
As a member of the Customer Success Team you will play a key role in helping people love Helcim. You will help new and get the most of the platform and act as the guide to their success; helping them find value in what we do. You will look for continuous opportunities to build your understanding of our product and our customers. Nothing makes you happier than building a relationship, sharing your knowledge and helping a small business succeed.
This is a great opportunity to join a fast moving company with a product and customer focused vision you can believe in. You’ll have lots of responsibility, and with it lots of room to bring your creativity and ideas to further enhance the work of the Sales Success Team, its connection to our customers, and drive adoption of our product. You will ensure our company remains true to our mission of being the most loved payments company from the very beginning of our customer’s experience with us. 
Are You Our Next Builder? 🛠️
  • Previous experience in SaaS, technology or financial services sales is an asset.
  • Must have excellent written and verbal communication skills
  • Strong time-management and organizational skills
  • Proficient with G Suite (Gmail, GDocs, GSheets, etc)
  • Intuitive, self-motivated and positive
  • Past experience in a technical customer service, customer success or sales position an asset

✨ Not checking every box? Please apply anyway! We know that candidates have different experiences that may make them a great fit for this position and for Helcim. We believe that diversity and having an inclusive culture is not only the right thing, but key to our long-term success. Diversity brings more experience, view-points, knowledge and insight about our future. We also want to provide an accessible interview process, so if there’s any accommodations that would make your experience more comfortable, please let us know.
The Role: What You’ll Own 🔑
  • Interact with new and existing merchants through an array of channels (Email, Phone & Video) to help facilitate onboarding by educating them on services & our tools, and encouraging adoption of our product.
  • Get results - drive growth by working with new merchants on activation of their accounts within a short period of time 
  • Growth mindset to hit activity, activation and onboarding targets
  • Cultivate a deep understanding of Helcim, our payments services and tools (and how they fit into the wider payments market), and the problems our merchants are trying to solve - and show them how we can help solve those problems.
  • Be an ambassador -> connect with and understand them, act in their best interests, follow-up on time, answer questions completely, set expectations and live up to them.
  • Drive churn outreach initiatives to better understand pain points and how we can win merchants back or better retain existing merchants
  • Work with Sales, Support, Marketing, Product and Dev teams to continually evolve success processes to drive strong results in our onboarding experience to increase product adoption.

Benefits
Helcim was founded with a mission at heart: to be the world’s most loved payment system. From the very start, we knew that we wanted to be different from every payment processor out there. We want the merchants we serve to feel supported and see us as a trusted partner rather than simply just another “cost of doing business.” We are relentless in our pursuit to provide a radically transparent and honest payments solution that flat out saves business owners money, all while treating them like human beings.
At Helcim, we build a team of engaged, caring and intelligent people.  In return we provide an environment where you can be excited to come to work each day and tackle these challenges with an amazing team.  Learn more in our culture book; The Way of the Helcim.
The Helcim Culture: How We Work 
  • We Are Builders: We don't wait for solutions; we create them. 
  • The Harder Path: We choose what’s difficult because it’s more rewarding. 
  • Creating Trust: We earn it every day by being our best selves. 
  • Company of Many: We’re a collective force. Great teams do great things. 
The Perks: Why You’ll Love It Here 🎁
  • Ownership: Every single team member gets Stock Options. You own a piece of what you build! 📈
  • Health First: Comprehensive benefits + a Health Spending Account (HSA) starting on Day 1. 🦷
  • Flexibility: Hybrid life! We’re in-office Mon/Wed/Fri and remote Tue/Thu. 🏠
  • Family Support: Top-ups for maternity leave and "bonding breaks." 👶
  • Rest & Recharge: Paid vacation + a full company break in December. ❄️
  • Growth: $500 annual training budget to keep your skills sharp. 📚

Skills Required

  • Excellent written and verbal communication skills
  • Strong time-management and organizational skills
  • Proficiency with G Suite, including Gmail, Google Docs, and Google Sheets
  • Intuitive, self-motivated, and positive approach
  • Previous experience in SaaS, technology, or financial services sales
  • Previous experience in technical customer service, customer success, or sales
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The Company
HQ: Calgary
140 Employees
Year Founded: 2006

What We Do

Helcim provides Canadian & American businesses an opportunity to accept credit card payments at affordable & transparent rates. A wide range of online, ecommerce, cloud-based, mobile & retail payment platforms allows Helcim to offer a total payments solution. The lack of cancellation fees, no monthly minimums & the removal of long-term contracts have made Helcim the preferred choice for credit card processing. It's the fair & transparent pricing structures that help Helcim build long-term relationships with each of our merchants, clients & partners.

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