What are the responsibilities and job description for the Customer Success Associate - Credova Team position at PublicSquare?
Values at PublicSquare, Credova, and EveryLife:
As a Customer Success Associate, you will work closely with merchants after they onboard, ensuring they understand how to leverage our solutions effectively. You will serve as a trusted advisor, helping merchants optimize their payment performance, troubleshoot issues, and identify opportunities to grow their business with our platform.
Responsibilities:
Merchant Relationship Management
- We are united in our commitment to freedom and truth - that's what makes us Americans.
- We will always protect the family unit and celebrate the sanctity of every life.
- We believe small business and the communities who support them are the backbone of our economy.
- We believe in the greatness of this Nation and will always fight to defend it.
- Our Constitution is non-negotiable - government isn't the source of our rights, so it can't take them away.
As a Customer Success Associate, you will work closely with merchants after they onboard, ensuring they understand how to leverage our solutions effectively. You will serve as a trusted advisor, helping merchants optimize their payment performance, troubleshoot issues, and identify opportunities to grow their business with our platform.
Responsibilities:
Merchant Relationship Management
- Serve as the primary point of contact for a portfolio of merchants.
- Ensure merchants successfully adopt and utilize BNPL/payment solutions.
- Conduct regular check-ins and business reviews to help merchants optimize their use of the platform.
- Address merchant inquiries, providing guidance on product features, analytics, and best practices.
- Monitor merchant performance metrics
- Identify trends and areas for improvement
- Provide data-driven insights to help merchants increase transaction volume and customer engagement
- Proactively identify at-risk merchants
- Implement strategies to improve retention
- Troubleshoot and escalate operational, payment, and technical issues as needed.
- Work closely with internal teams, including Product, Customer Support, and Risk, to resolve merchant concerns.
- Educate merchants on new product features, updates, and enhancements to maximize their success.
- Gather merchant feedback and provide insights to improve our products and services.
- Assist in developing merchant enablement materials, including guides, FAQs, and training content.
- Support internal initiatives aimed at enhancing the overall merchant success experience.
- Bachelor's degree or equivalent work experience preferred.
- 0-2 years of experience in customer support, account management, fintech, payments, or e-commerce (internships or part-time experience welcome).
- Strong relationship-building and communication skills.
- Ability to analyze merchant data and provide actionable recommendations.
- Basic understanding of e-commerce platforms (BigCommerce, WooCommerce, Magento) is a plus.
- Comfortable using CRM and analytics tools (HubSpot, Salesforce, Zendesk, etc.).
- Ability to manage multiple priorities in a fast-paced environment.
- Passion for fintech, digital payments, and helping businesses grow.