About the Company
Wildfire Systems is a cutting edge, omni-platform fintech service provider that offers white label rewards and loyalty programs, including cashback, coupons and related products to some of the biggest brands in the financial services industry - think of Wildfire's platform as a white-label version of Honey, Rakuten, or Capital One Shopping. We’re innovative and have been awarded several patents around the products we’ve built. Plus, we’re a fun, high-performance and hard-charging team that loves working together to build a great business.
Summary
As a Client Success Associate, you’ll play an important supporting role on the Client Success team. This role is ideal for someone with a passion for learning and organization who is eager to help deliver value to our clients. You’ll assist the Client Success Managers with day-to-day client operations, project coordination, and relationship building. Over time, you’ll have the opportunity to take on more ownership of smaller client accounts and projects.
This role sits at the center of the business and is highly cross-functional, frequently collaborating with the merchant development, business development, product, marketing, and engineering teams. You will be joining the Client Success team - a group of driven and supportive people who have a passion for solving problems and doing impactful work.
Who You Are:
- What you don’t know, you learn and you absorb information like a sponge
- You love tackling new challenges and pick up new skills quickly
- You thrive in environments where you are given autonomy and are trusted to do your best work.
- You are highly organized with a keen eye for detail.
- You have excellent communication skills
- You enjoy a collaborative environment and working with teams.
- You’re curious about technology and enjoy improving processes.
- You have an interest in Client Success, Project Management, Product Management, or
What You'll Do:
- Support Client Success Managers: Assist in managing client relationships by preparing reports, tracking deliverables, addressing routine inquiries, and proactively engaging with Client Success Managers to anticipate their needs, provide strategic recommendations, and deliver solutions that drive value for clients.
- Onboarding Assistance: Help with onboarding new clients by coordinating meetings, preparing materials, and supporting integration processes
- Project Coordination: Maintain project timelines, organize client updates, and ensure internal teams stay aligned on tasks and deliverables
- Problem-Solving: Support the team in resolving client issues by coordinating with internal teams and documenting solutions for future reference.
- Performance Tracking: Help monitor and analyze client performance, providing detailed reports and insights to internal stakeholders to ensure continuous improvement and alignment with business objectives.
- Documentation & Reporting: Create and maintain client-facing and internal documents, including meeting notes, performance summaries, and training materials.
- Learning & Development: Stay updated on our platform, tools, and products to better support the team and clients.
Requirements:
- 2–3 years of experience in client support, account management, or a related role.
- Strong organizational skills and the ability to manage multiple tasks efficiently.
- Excellent communication skills, both verbal and written.
- Strong organizational and multitasking skills with the ability to handle competing priorities and deadlines.
- Comfort with technology and ability to learn new tools quickly.
- Basic project management knowledge, with an understanding of timelines, deliverables, and task tracking.
- Proficiency with Google Workspace (Sheets, Docs, Slides) and Microsoft Office tools (Excel, Word, PowerPoint).
- Familiarity with virtual meeting platforms like Zoom or Google Meet.
- Interest in technology, with a passion for improving processes and supporting client needs.
This is a fantastic opportunity to grow your skills and experience while contributing to a dynamic team and supporting some of the biggest names in the financial services industry.
Benefits:
- Competitive salary
- Stock options
- Medical, dental & vision coverage
- Life insurance and disability
- Flexible vacation time
- Remote-first with a 100% distributed team (anywhere in the US)
- Laptop and whatever other equipment you need to be successful
- Company summits/offsites (we pay for your travel, lodging, etc.)
- Home office stipend
- 401k retirement plan
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Schedule:
Work Location: Remote
