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Customer Success Associate

Shift was founded in 2009 focused on the FX space. Sensing the seismic shifts taking place in the financial industry, and the disruptive power of digital assets, we made it our mission to make these decentralized trends accessible to every business, from market leaders to small retailers.

Our recent growth has created an opportunity for a Customer Success Associate on our Customer Success team. As our CS Associate, you will be responsible for providing top-notch services to our digital exchange customers as you identify their potential needs, respond to their inquiries, and ensure a positive customer experience.  The ideal candidate has an engaging personality and a technical background, with a focus on delivering superior customer care.

Responsibilities

  • Overseeing implementation of the Shift platform for clients
  • Maintain ongoing relationships with clients who are using the Shift Platform
  • Communicate daily and build relationships with key stakeholders
  • Collaborate with sales, development, project managers, and support teams
  • Provide training to clients operating our exchange platform
  • Respond to customer inquiries through video chat, slack, and email
  • Be proactive in anticipating and resolving customer issues
  • Help develop and manage our customer success ecosystem
  • Ensure a positive customer experience

Requirements

  • Excellent communication skills
  • Strong project management skills
  • Acute attention to detail
  • Engaging personality
  • Enjoys interacting with customers
  • Comfortable working in an ambiguous, fast paced environment
  • Easily explains highly technical concepts to non-technical groups
  • Approaches requests creatively to maximize value for the client and Shift
  • Proficient with Asana and Google apps
  • Solid understanding of trading and cryptocurrency
  • Experience using AI tools

Qualifications

  • Minimum 1 year of experience in CS or CX
  • Bachelor’s degree

This is a full-time, permanently remote position.  The salary range for this role is $40,000 to $60,000 per year, depending on experience.

Average salary estimate

$50000 / YEARLY (est.)
min
max
$40000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Success Associate, Shift Markets

At Shift, we’re making waves in the financial industry since 2009 by focusing on foreign exchange (FX) and digital assets. Our recent growth has led us to seek a Customer Success Associate who’s not only passionate about delivering exceptional customer experiences but also technologically savvy. In this role, you will be an integral part of our Customer Success team, where you will serve as the frontline support for our digital exchange customers. Your day-to-day will include overseeing the implementation of our Shift platform, building and maintaining ongoing relationships with clients, and collaborating with various teams to ensure that our customers are getting the best out of our services. You’ll be responsible for responding to inquiries through video chat, Slack, and email, while training clients on how to effectively operate on our exchange platform. A successful Customer Success Associate at Shift combines excellent communication skills with project management abilities, thrives in a fast-paced environment, and takes joy in helping others understand complex technical concepts. If you enjoy engaging with customers and have a background in customer service or experience, this full-time remote position could be the perfect fit for you. Come join us and help reshape the future of financial education and customer engagement!

Frequently Asked Questions (FAQs) for Customer Success Associate Role at Shift Markets
What are the main responsibilities of a Customer Success Associate at Shift?

As a Customer Success Associate at Shift, your main responsibilities will include overseeing the implementation of the Shift platform for clients, maintaining strong relationships with ongoing customers, collaborating with sales and project management teams, and providing training for clients on our exchange platform. You will also be responsible for responding to inquiries through various communication channels and proactively addressing customer issues.

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What qualifications do I need to become a Customer Success Associate at Shift?

To become a Customer Success Associate at Shift, you should have a minimum of one year of experience in customer service or customer experience roles. A bachelor's degree is also required. In addition to these qualifications, having strong communication and project management skills, a solid understanding of trading and cryptocurrency, and proficiency with tools like Asana and Google apps will greatly benefit your application.

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What skills are important for a Customer Success Associate at Shift?

Important skills for a Customer Success Associate at Shift include excellent communication abilities, strong attention to detail, and a passion for building customer relationships. The role also requires comfort in a fast-paced and sometimes ambiguous environment, along with the ability to explain technical concepts in a simplified manner to non-technical clients.

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Is the Customer Success Associate position at Shift remote?

Yes, the Customer Success Associate position at Shift is a full-time, permanently remote role. This means you have the flexibility to work from anywhere, providing you meet the requirements for the position and have a suitable work environment.

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What can I expect the salary range to be for a Customer Success Associate at Shift?

The salary range for a Customer Success Associate at Shift is between $40,000 and $60,000 per year, depending on your experience and qualifications. This competitive salary reflects the value we place on customer success and the importance of this role within our organization.

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Common Interview Questions for Customer Success Associate
What strategies would you use to manage customer relationships as a Customer Success Associate?

A strong approach would include regular check-ins with customers to assess their satisfaction and needs, employing various communication channels to ensure accessibility, and proactively identifying potential challenges they might face. Building rapport and trust is key to a successful customer relationship.

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How do you handle customer inquiries that involve technical complexities?

It's essential to break down complex information into simpler terms. First, ensure you understand the technical aspect and then use relatable analogies or examples. Patience and empathy go a long way in helping customers feel comfortable and informed about their concerns.

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Can you describe a situation where you turned a dissatisfied customer into a satisfied one?

Start by empathizing with their situation and acknowledging any mistakes. Then, outline the steps you'll take to rectify the problem and seek their input on what they feel can help improve their experience. Follow up after resolving their concern to ensure they feel valued.

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What do you know about Shift and our customer base?

Shift has been a pioneer in the FX and digital asset space since 2009. Understanding that you're aiming to make financial services accessible, I would assume your customer base ranges from large corporations to small retailers who are eager to access these decentralized trends.

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How do you prioritize tasks as a Customer Success Associate?

Using project management tools like Asana can help prioritize tasks based on urgency and impact. Establishing a daily routine for checking in on customer needs, addressing urgent inquiries first, and reserving time for proactive account management helps maintain efficiency.

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What experience do you have in the cryptocurrency space?

Briefly mention any relevant experience you have, whether it's from personal interest, coursework, or previous job roles. Highlight any particular projects you’ve worked on, or how you've kept updated with trends and changes in the cryptocurrency market.

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Describe a time when you had to collaborate with a team to achieve a goal.

Collaboration is essential in customer success roles. Explain a specific scenario where you worked with diverse teams to meet a common objective, detailing your contributions and how teamwork led to achieving customer satisfaction.

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How would you handle a situation where you don't know the answer to a customer's question?

It's important to be honest and assure the customer you'll find the answer as soon as possible. Take the opportunity to search resources or consult with team members. Always follow up with the customer once you have the information to maintain trust.

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Why do you want to work at Shift as a Customer Success Associate?

Express your admiration for Shift’s innovative approach in the FX and digital asset space, and your desire to contribute towards making cutting-edge financial solutions accessible to businesses. Emphasize your passion for customer success and your enthusiasm for the company's mission.

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What do you think are the biggest challenges facing Customer Success Associates today?

Key challenges include managing customer expectations in a rapidly evolving industry, maintaining a proactive approach to customer support, and ensuring effective communication within a remote environment. Staying updated with industry trends and tools can help overcome these challenges.

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Established in 2009, Shift Markets has 40 years of cumulative electronic trading experience, helping clients launch their trading ambitions. Its seasoned team of FinTech professionals based in New York City provides clients with the technology i...

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Full-time, remote
DATE POSTED
March 14, 2025

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