Customer Success Associate
Role Overview
As a Customer Success Associate at Beam, you will work directly with customers to drive success and growth, handling onboarding, relationship management, and platform adoption. This mid-level role involves troubleshooting issues, using Hubspot for tracking, and collaborating with product teams to advocate for customer feedback. You'll shape the customer success function from the ground up, ensuring customers maximize value from Beam's financial solutions.
Perks & Benefits
This is a fully remote position with competitive cash compensation ($75-90k+), meaningful equity, and generous benefits including medical, dental, and vision. The role offers the opportunity to work in a startup environment with a team from top companies, allowing for significant career growth and impact in shaping processes. While time zone expectations are not specified, remote work flexibility is implied, and the culture emphasizes an entrepreneurial, scrappy mindset.
Full Job Description
About Beam
Every housing and infrastructure project in America is slowed down by stacks of paperwork, manual administrative tasks, and poor financial tracking. Beam builds the software and financial tools to automate these tedious parts of construction—helping America’s builders focus on what they do best.
Beam’s product helps construction businesses incorporate fintech and AI into their workflows, from project estimating to bill payments to expense management—driving massive efficiency gains, ultimately enabling more projects to get off the ground.
Beam is backed by Accel, Zigg, Susa, and other top venture investors. Our team is in-person in a beautiful office in the Financial District of San Francisco. Our team previously worked at Stripe, Pipe, Traba, Fieldwire, Belong, and more.
What you’ll do
Drive customer success and growth at Beam
As a Customer Success Associate, you'll work directly with our customers to ensure they get maximum value from Beam's financial solutions. You'll be responsible for customer onboarding, relationship management, and driving adoption of our platform. As an early team member, you'll have the opportunity to shape our customer success function and processes from the ground up.
On any given day, you might
Guide new customers through their onboarding and implementation journey
Proactively engage with customers to ensure their success and satisfaction, leveraging new technologies and processes to drive efficiency
Troubleshoot customer issues and coordinate with internal teams for resolution
Use Hubspot to track customer interactions and maintain detailed records
Collaborate with product and design to advocate for customers’ feature requests based on their feedback
Create and maintain customer success resources and documentation
Monitor customer health metrics and identify opportunities for expansion
What you need
2-4 years of customer-facing experience
Experience with onboarding customers and implementing a product or service
Strong verbal and written communication skills
An entrepreneurial and scrappy mindset: a self-starter able to thrive in ambiguity
A bias towards process and documentation
Nice to have
Experience working with small businesses or construction companies
Basic understanding of construction industry workflows
Experience and/or comfort with financial technology (e.g., payments)
Previous startup experience
Experience providing Spanish-language support and training
Compensation
We offer competitive cash compensation ($75-90k+) as well as meaningful equity
We offer generous benefits, including medical, dental, and vision
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