Customer Experience Associate

New Yesterday

Customer Experience Associate We are looking for a motivated and eager individual to join our Customer Experience team who is ready to create impactful customer experiences and do the best work of their career. As a Customer Experience Associate, youll focus on Client Servicing and Customer Success, working to build customer champions, optimize internal processes, and ensure exceptional end-to-end experiences with Shepherd. This role offers a unique opportunity to be part of a dynamic team and gain exposure to various aspects of our business, including growth, customer service, and process development.
Responsibilities Client Servicing
Cultivate and maintain strong relationships with broker partners
Manage post-sales account processes to ensure success for partners and Shepherd
Own documentation, change management, and ongoing trainings for internal team members
Customer Success
Expand software offerings with current customers
Lead customer demos, onboarding, customer meetings, and quarterly business reviews
Customer Experience
Enhance our customer journey in important areas such as: partnerships, marketing, operations, and customer service related tasks
Process Improvement
Identify areas for improvement
Propose solutions and collaborate with cross-functional teams
You Would Be A Dream Candidate If You are extremely detail-oriented, organized, and concise
You are customer centric at core and exhibit this through your work
You embrace ambiguity
You are adaptable and welcome new challenges
You have a strong work ethic, are self-motivated, and have the ability to manage multiple tasks/projects simultaneously in a fast-paced environment
You exhibit strong communication skills and emotional intelligence
You are excited about process development and innovation
Bachelors degree or equivalent experience
You have a minimum of 2+ years of previous experience in customer success, customer service, or operations roles
Benefits Premium Healthcare 100% contribution to top-tier health, dental, and vision
Fertility benefits and family building support
Unlimited PTO Flexibility to take the time off, recharge, and perform
Daily lunches, dinners, and snacks We work together, and enjoy meals together too
SF, NYC, Dallas-Fort Worth, Chicago and LA Offices
Professional Development Access to premium coaching, including leadership development
Competitive 401(k) Plan
Dog-friendly office Plenty of dogs to play with and make friends with in the SF office
Apply
Location:
San Francisco
Category:
Office And Administrative Support Occupations

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