Demo

Customer Success Associate

Beam
Santa Rosa, CA Full Time
POSTED ON 2/14/2025
AVAILABLE BEFORE 5/13/2025

What you'll do

Drive customer success and growth at Beam

As a Customer Success Associate, you'll work directly with our customers to ensure they get maximum value from Beam's financial solutions. You'll be responsible for customer onboarding, relationship management, and driving adoption of our platform. As an early team member, you'll have the opportunity to shape our customer success function and processes from the ground up.

On any given day, you might

  • Guide new customers through their onboarding and implementation journey
  • Proactively engage with customers to ensure their success and satisfaction, leveraging new technologies and processes to drive efficiency
  • Troubleshoot customer issues and coordinate with internal teams for resolution
  • Use Hubspot to track customer interactions and maintain detailed records
  • Collaborate with product and design to advocate for customers’ feature requests based on their feedback
  • Create and maintain customer success resources and documentation
  • Monitor customer health metrics and identify opportunities for expansion

What you need

  • 1-3 years of customer-facing experience
  • Strong verbal and written communication skills
  • An entrepreneurial and scrappy mindset : a self-starter able to thrive in ambiguity
  • A bias towards process and documentation
  • Nice to have

  • Experience working with small businesses or construction companies
  • Basic understanding of construction industry workflows
  • Experience and / or comfort with financial technology (e.g., payments)
  • Experience providing Spanish-language support and training
  • Previous startup experience
  • Compensation

  • We offer competitive cash compensation (starting at $75-90k annually) as well as meaningful equity
  • We offer generous benefits, including medical, dental, and vision
  • Applying

    To apply, email careers@usebeam.co :

  • A resume and / or LinkedIn profile
  • A few sentences about your interest in Beam and / or construction tech
  • About Beam

    Beam is building the financial operating system for construction businesses. Our goal is to accelerate the development of housing and infrastructure by empowering builders with better financial tools and services. Our product helps SMB and mid-market contractors manage project budgets, pay bills, send invoices, accept online payment, stay compliant, and more.

    You’ll be joining our fully in-person team located in a beautiful office in the Financial District in San Francisco. We are backed by Accel, Zigg Capital, Susa, Wischoff Ventures, as well as executives at fintechs and constructions businesses like Stripe and Toll Brothers. Team members were early employees at Stripe, Robinhood, Parafin, Pipe, Twitter, Belong, and more.

    Salary : $75,000 - $90,000

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