Customer Success Associate, Orum.io
$78-90k
+ Employee stock incentive plan
Frictionless financial infrastructure
Open for applications
Frictionless financial infrastructure
21-100 employees
Open for applications
$78-90k
+ Employee stock incentive plan
21-100 employees
Company mission
To maximize the financial potential of every American household.
Role
Who you are
- 2+ years experience as a technical resource for customers integrating APIs
- You can elevate the voice of the customers
- You want to grow your customer success expertise including the ability to identify expansion opportunities and think strategically about how to drive growth
- You’re constantly thinking about ways to improve the customer experience related to our, technology and support
- You have experience in the payments landscape, specifically around core money movement would be an advantage
- You are extremely analytical, process-oriented, and love to live in the metrics of your customers
- You understand and are willing to learn the technical aspect of customer interactions
- Previous experience working with observability and business intelligence tools such as Datadog and Metabase is a plus
- Intellectually curious individual who wants to solve a variety of problems including compliance, payments, risk, and technical
What the job involves
- As a Customer Success Associate, you will play a pivotal role in ensuring the success and satisfaction of our customers.
- You will be responsible for cultivating strong relationships, understanding customer needs, managing integrations to optimize the speed at which customers go live, and collaborating cross-functionally to drive value for existing customers through our money movement and bank account verification solutions
- You will work with a group of teammates who are mission driven with a vision to fundamentally transform payments technology for businesses by revolutionizing payment speed, certainty and orchestration
- Onboarding and Implementation:
- Lead the onboarding and integration process for new customers, ensuring a smooth and efficient implementation of our money movement and/or bank account verification solutions
- Collaborate with internal teams, including Sales, Operations, Product, and Engineering to facilitate a seamless transition from sales to implementation, always with the goal of optimizing how fast customers go live
- Account Management:
- Serve as the primary point of contact for a portfolio of key customers, building strong, long-term relationships
- Proactively monitor account health and performance, addressing any issues or concerns promptly
- Conduct regular check-ins and business reviews to ensure customers are achieving their goals and continue to scale platform usage
- Customer Advocacy:
- Nurture and deepen our relationship with customers to allow our Customer Success and Marketing leads to facilitate case studies, testimonials, and referrals
- Provide exceptional support to clients, troubleshooting and resolving issues in a timely manner
- Collaborate with internal teams to escalate and resolve complex issues
- Product Advocacy and Feedback:
- Act as the voice of the customer within the company, providing feedback to the engineering and product teams
- Advocate for new features and improvements based on customer needs and feedback
- Cross-functional Collaboration:
- Work closely with sales, marketing, product, engineering, and operations to ensure customer success initiatives align with company goals
- Participate in the development and execution of customer success strategies and programs
Our take
Orum is changing the game when it comes to banking transactions, offering a platform that speeds up the process dramatically. Traditionally, payments made through the Automated Clearing House (ACH) network can take up to five days to process, leaving both consumers and banks frustrated by the delays. Orum's solution is simple yet powerful - accelerating these transactions and bringing a new level of efficiency to the financial world.
One of Orum’s standout services, Foresight, uses AI to predict whether funds are available in an account before transactions are authorized, effectively eliminating the wait time. The second service, Momentum, takes things a step further by selecting the optimal route for each transaction based on cost and speed. Whether it's ACH, credit card networks, real-time payment systems, or eventually blockchain-based networks, Momentum ensures that payments happen as quickly and affordably as possible.
Since its launch in 2019, Orum has made impressive strides, reducing the processing time for 85% of transfers for likes like SoFi and First Horizon to just one day. Backed by funding from heavyweights like Accel and Bain Capital, Orum is poised to continue shaking up the payment industry and redefine how transactions are made.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Jun 2021
$56m
SERIES B
Apr 2021
$21m
SERIES A
Total funding: $82.2m
Company benefits
- Employee stock incentive plan
- 401(k) match
- Take what you need PTO
- 12 paid holidays & 1-week company-wide paid time off in December
- Paid company-wide mental health days
- Paid parental leave
- 100% paid medical for you and your dependents, as well as dental and vision plans
- Healthcare and Dependent Care FSA
- Expense funds to support medical travel and home office setup
- Biweekly meeting-free, deep work days
- Referral bonus incentives
- Ongoing professional development
Company values
- We show up with curiosity
- We lead with good vibes and good intentions
- We get things done, done, done
- We are the heartbeat of our customers
- We are all owners
- We respect diversity of thought and diversity of people
- We are reliable to build trust
Company HQ
Greenwich Village, New York, NY
Articles
Leadership
Stephany Kirkpatrick
(Founder & CEO)Studied Financial Planning at UCLA, and at the Yale School of Management. At the beginning of her career, spent 8 years as Director of Retirement Planning at Pension Architects. Worked at LearnVest for 7 years, promoted from VP of Operations to General Manager. Became VP of Digital Products at Northwestern Mutual. Most recently worked as GM of Digital Strategy at SoulCycle.
Diversity, Equity & Inclusion at Orum.io
- We respect different backgrounds, perspectives, and opinions, take action to confront our inherent biases, and recognize that our diversity makes us stronger. We know that understanding begins with empathy, and we prioritize connections and relationships across the organization.
Share this job
View 2 more jobs at Orum.io