Customer Success Associate

Who We Are Founded in 2018, Zogo has been on a remarkable journey in financial education. Over the years, we've had the privilege of partnering with 250 financial institutions and assembling a dedicated team of passionate and skilled team members. Our impact is something we're incredibly proud of, with a user-base that has grown to over 1.5M people who have diligently completed more than 10 million education modules. At Zogo, we want everyone to be empowered to reach their financial goals — and we need your help to make it happen. About This Role Zogo is currently seeking a focused and highly-motivated Customer Success (CX) Account Manager to join our team in Austin, Texas. Zogo has reached over 250 partnerships because of our fast-paced, team-oriented attitude. We don’t set goals to meet them, we set goals to exceed them. Our mission is to make finance fun, simple, and social while building meaningful relationships between financial institutions and their communities. The CX Account Manager will work closely with our financial institution partners to support and cultivate relationships, owning the partner lifecycle from start to finish and ensuring FI partners are satisfied with Zogo. This is a great opportunity to join an established yet expanding fintech company that is revolutionizing financial education as we know it. At Zogo, our goal is to empower users to reach their goals through financial education. You’ll be responsible for: Serving as the primary point-of-contact to clients, facilitating product‑related requests and building long‑lasting relationships through regular touch points. Leading new clients through onboarding processes for Zogo’s different products. Identifying and leading upsell opportunities across Zogo’s client base. Working with our Product team to ensure product developments align with our clients’ interests, guiding internal product decisions based on client feedback and needs. Negotiating renewals to drive internal revenue targets. Building partnership strategies to meet client and company goals. Collaborating with the Sales team to identify new opportunities and strategies for generating revenue. Your experience: 3+ years prior experience managing clients in an Account Management, Customer Success, or similar setting. Collaborative mindset, comfortable working closely with internal teams. Passion for problem‑solving, displaying a solutions‑oriented approach to challenges encountered. Ability to manage internal and external responsibilities simultaneously across operations and client relationships. Confidence in prioritizing objectives based upon dynamic business goals. Ability to draw concise, impactful insights from client interactions. MS Word/PowerPoint required. Prior experience with Excel and/or SQL strongly preferred. Preferred working with SaaS products and/or products within the financial literacy space. Preferred experience using GSuite, HubSpot, ClientSuccess (or CRM platforms in general). You thrive in a fast‑paced and forward‑thinking environment. You are customer‑oriented and are able to establish robust, long‑lasting relationships with new and existing clients. You are confident in adapting to changing requirements with the ability to manage multiple projects and client opportunities concurrently. You have exceptional communication skills, strong organization, and negotiation techniques. You work well on a team, and make an effort to make all individuals you work with feel respected and valued.

OUR REWARDS

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401(k) match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week. Equal Opportunity Employer Zogo is committed to creating a diverse environment and is proud to be an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Zogo is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at View email address on click.appcast.io. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. #J-18808-Ljbffr Zogo