Customer Success Data Specialist

Kadince•Salt Lake City, UT

1d•Remote

About The Position

Kadince (pronounced cadence) is a fully remote (must live in the USA) software company founded in 2013. In a nutshell, we build tools to help compliance and marketing professionals at financial institutions do their jobs more efficiently. Kadince has been profitable for several years (we’re fans of making more than we spend). We’re bootstrapped, which means we don’t have investors. So our owners answer to no one. And they aren’t just giving us commands from their vacation homes waiting to cash their next check. They’re fellow team members and in the trenches with us. As our customer base grows, so does our team. We’re dedicated to giving each customer the best experience possible, which means having enough people to take care of all their needs. We’re growing quickly and so are the needs of our customers. That’s why we’re increasing the size of our Customer team.

Requirements

2–3 years of experience working with data, ideally in the financial services industry.
Proactive problem-solver.
Excited to support Kadince customers through historical data imports, ongoing data updates, Catch URLs, API, and Data Tools training.
Compassionate person with a lot of empathy.
Self-starter.
Not afraid of feedback or accountability.
Love to learn from team members.
Desire to continually improve listening and teaching skills.
Must live in the USA.
Reliable internet connection of at least 10 Mbps download and 1-2 Mbps upload.

Nice To Haves

Bonus points if you’ve read Jim Collins’ book, Good to Great.

Responsibilities

Complete or oversee 100% of customer data imports.
Ensure all Usage Projects include clear scope, documentation, and notes in Salesforce before starting.
Keep all data-related resources and articles up-to-date.
Plan and present Customer team training on best data import practices.
Meet with new Kadince customers to walk them through data imports.
Work with your leader to review goals/KPI and what you’ve been working on.
Meet regularly with the Customer and Development teams.
Work regularly with bank and credit union professionals around the country.
Work around the schedules of other team members and our customers.