Success academy Jobs in Minneapolis, MN

ActiFi is the purveyor of SuccessPro

the premier dynamic digital technology platform specifically designed for advisor engagement. We empower our clients to drive higher organic growth, client satisfaction and retention, and deeper platform engagement and utilization. We are dedicated to helping our clients succeed by delivering top-notch solutions and outstanding customer support. Our team is passionate about our customers’ success, and we are looking for a talented Customer Success Representative to join our team. The Customer Success Representative is a vital part of the ActiFi team and collaborates closely with Associate Account Consultants, Strategic Account Consultants and Account Executives to ensure the needs of our customers are met and exceeded.

As a Customer Success Representative, you play a pivotal role in ensuring our clients maximize the value of SuccessPro. You will provide front-line support and respond to questions in a timely manner, analyze customer data, and deliver or assist in customer training. Your goal is to build strong, long-lasting relationships with our customers and help them achieve their business objectives.

Key Responsibilities :

• Product Knowledge : develop and maintain a deep understanding of our SaaS product and keep up to date with new features and updates. Act as a subject matter expert to guide customers and internal partners in effectively leveraging SuccessPro.
• Issue Resolution : Serve as the front-line resource for customers to support their questions and software needs. Collaborate with the development team to address bug fixes, data integrity, integration questions, customer inquiries, etc., promptly and effectively. Ensure timely resolution to maintain customer satisfaction.
• Customer Data Analysis : assist in execution of ad-hoc data requests, API and / or CSV data aggregation and results analysis. Leverage a variety of data analytics tools at an advanced level to create, present, & analyze client data (e.g., Excel, SQL, JavaScript, Mixpanel, AppCues, PowerBi).
• Reporting and Documentation : develop and execute routine and ad-hoc report generation. Maintain detailed records of customer interactions, feedback, and issues through Zendesk application. Create reports and documentation to track customer success metrics and share insights with the team including, but not limited to, client health reports.
• Onboarding and Training : Assist customers with onboarding to ensure a smooth transition to our platform. Provide training sessions, webinars, and documentation to help clients get the most out of our products. Create internal and external resources to benefit team product knowledge, communication, and efficiency.
• Customer Feedback : Collect feedback from customers and relay it to the product development team to inform product enhancements. Collaborate with development team to author and / or advocate on behalf of our customers.

Required Qualifications :

Preferred Qualifications :