Customer Success Associate I at Remitly

Manila, Metro Manila, Philippines

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

FintechIndustries

Requirements

Ability to complete assigned tasks and cases in Salesforce queues
Proficiency in processing Compass/LR forms and recording account-related activities in internal systems
Skills in managing daily account and customer maintenance, including Tier 3 customer email responses, faculty reach outs, and miscellaneous requests
Competence in ensuring data integrity and quality across reporting systems
Capability to support and implement team initiatives such as customer journey enhancements, account maintenance, and product usage monitoring
Ability to coordinate and schedule meetings for Customer Success Managers (CSMs) and provide back-office support to the sales team
Experience collaborating with sales, service, and enabling functions (onshore/offshore stakeholders, IT, HR, Finance, etc.)
Proficiency in documenting and maintaining operations process workflows, flyers, desk copies, coding, access, course enrollment, and other operational processes
Proactive approach to process improvements and providing guidance on tasks

Responsibilities

Support sales and services operations by completing assigned tasks and cases in Salesforce queues, processing Compass/LR forms, and recording account-related activities in internal systems
Manage daily account and customer maintenance, including Tier 3 customer email responses, faculty reach outs (planned/requested), and miscellaneous requests
Ensure data integrity and quality across reporting systems to provide accurate and consistent information for key metrics tracking
Support and implement team initiatives such as customer journey enhancements, account maintenance, and product usage monitoring
Coordinate and schedule meetings for Customer Success Managers (CSMs) and provide back-office support to the sales team as needed
Collaborate with sales, service, and enabling functions (onshore/offshore stakeholders, IT, HR, Finance, etc.) to improve processes, procedures, and overall efficiency
Document and maintain relevant operations process workflows, flyers, desk copies, coding, access, course enrollment, and other operational processes
Proactively contribute to process improvements, provide guidance on tasks, and execute responsibilities aligned with organizational objectives
Perform other duties as assigned

Skills

Key technologies and capabilities for this role

SalesforceSales OperationsCustomer SupportData IntegrityProcess ImprovementAccount ManagementCross-functional CollaborationProcess Documentation

Questions & Answers

Common questions about this position

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for the Customer Success Associate I role?

This information is not specified in the job description.

What skills or experience are required for this Customer Success Associate position?

The role requires proficiency in Salesforce for managing tasks and cases, strong organizational skills for account maintenance and data integrity, and collaboration abilities with sales, service, and enabling functions.

What is the company culture like at Remitly for this role?

This information is not specified in the job description.

What makes a strong candidate for the Customer Success Associate I position?

Strong candidates will have experience with Salesforce, the ability to manage customer accounts and ensure data quality, and a proactive approach to process improvements and cross-functional collaboration.

Remitly

International money transfer for immigrants

About Remitly

Remitly focuses on international money transfers, helping immigrants send money to their families quickly and securely at lower costs than traditional banks. The company charges transaction fees and earns from the exchange rate margin, offering various transfer options like bank deposits and cash pickups. Remitly enhances user experience through its website and mobile app, allowing real-time tracking of transfers, and engages with immigrant communities by providing helpful resources and educational support. Its goal is to meet the unique needs of immigrants while ensuring fast, affordable, and reliable money transfer services.

Seattle, WashingtonHeadquarters

2011Year Founded

$423.9MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Continuing Education or Travel Stipend

Office Culture

Flexible PTO, Schedules and Leaves

DEI Learning Opportunities

Community Engagement

Inclusive Benefits

Risks

Swift's integration into banks' channels poses a competitive threat to Remitly.

AI agents' rise may challenge Remitly's operational model in efficiency and cost-effectiveness.

Schall Law Firm's investigation could impact investor confidence and Remitly's reputation.

Differentiation

Remitly focuses on immigrants, offering competitive rates and fast, secure transactions.

The company leverages technology for a seamless user experience via its app and website.

Remitly engages with immigrant communities through content and educational initiatives.

Upsides

Increased digital wallet adoption in key markets expands Remitly's reach to unbanked individuals.

AI agents in operations could reduce costs and improve Remitly's efficiency.

Visa collaboration enhances Remitly's cross-border fund flow services, boosting customer satisfaction.

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