Customer Success Manager

Santa Monica / Boise

Cred is looking for a Customer Success Manager who is a motivated, patient, proactive, tech-savvy person who can set up an end-to-end program for onboarding and supporting Cred users.


  • Work with new customers to set up accounts and support existing customer needs

  • Use data to track platform usage/customer behavior and develop onboarding plans based on learnings to drive engagement and brand loyalty. 

  • Regularly check in with customers to make sure they’re properly using the platform - and work hard to make sure customers don’t fall below our goals. 

  • Work with Product, Marketing and Sales teams to understand key product benefits and functionality, and create collateral, and package articles, guides and other resources for use with customers and end-clients. 

  • Create and deliver reports on individual customer successes and shortfalls.

  • Work with product and technology departments to ensure that tech problems are tracked and solved. 

  • Assist the technology team in running thorough QA for use-case scenario test scripts, especially before and after major deployments. 

  • Maintain and grow the existing knowledge base, keep FAQs up-to-date and ensure that all information provided is accurate and current. 

  • Handle incoming support requests for consumer end-users.

  • Ensure that all inquiries are answered nicely, accurately and promptly and that ongoing conversations are tracked properly using our CRM system. 

  • Outstanding customer service skills. 

  • 4+ years experience in an online or SAS services customer service/success role helping customers via email, phone and/or live chat. 

  • Financial Planning or related industries is a very big plus. 

  • Exceptional written and verbal skills (English a must, multilingual a plus). 

  • Analytical, detail-oriented thinker with the ability to self prioritize projects to meet deadlines. 

  • Fast learner, and strong technical capabilities (ability to learn new features and functions instantaneously). 

  • Ability to type at an above average speed (more than 50 WPM). 

  • Understanding of Salesforce or other CRM tool. 

  • Help Desk systems like ZenDesk, GetSatisfaction or Experience with

  • Practical knowledge of QA desired; professional QA experience in writing automated or code-based test scripts is a plus. 

  • Ability to use data to digest and report on client usage of product. 

  • Ability to compose comprehensive correspondence, as well as knowledge base and FAQ articles. 

  • Experience developing and maintaining marketing materials, including online collateral is a plus. 



  • Competitive compensation

  • Equity incentives

To apply, email us a cover letter and your resume at or click the button below:

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Cred is wholly-owned sub-brand of Shuttle Finance, Inc. Cryptocurrency trading is offered through an account with Cred. Cred is not a member of FINRA or SIPC. Cryptocurrencies are not stocks and your cryptocurrency investments are not protected by either FDIC or SIPC insurance.

Getting “early access” to Cred is defined as signing up with a valid email address for a spot in Cred’s waitlist queue. Early access to the waitlist for Cred should in no way be construed as confirmation that an account with Cred or Shuttle Finance has been opened or will even be approved for opening. 

Cryptocurrency is a digital representation of value that functions as a medium of exchange, a unit of account, or a store of value, but it does not have legal tender status. Cryptocurrencies are sometimes exchanged for U.S. dollars or other currencies around the world, but they are not currently backed nor supported by any government or central bank. Their value is completely derived by market forces of supply and demand, and they are more volatile than traditional currencies. Trading in cryptocurrencies comes with significant risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks. In addition, cryptocurrency markets and exchanges are not regulated with the same controls or customer protections available in equity, option, futures, or foreign exchange investing.

Cryptocurrency trading requires knowledge of cryptocurrency markets. In attempting to profit through cryptocurrency trading, you must compete with traders worldwide. You should have appropriate knowledge and experience before engaging in substantial cryptocurrency trading. Cryptocurrency trading may not generally be appropriate, particularly with funds drawn from retirement savings, student loans, mortgages, emergency funds, or funds set aside for other purposes. Cryptocurrency trading can lead to large and immediate financial losses. Under certain market conditions, you may find it difficult or impossible to liquidate a position quickly at a reasonable price. This can occur, for example, when the market for a particular cryptocurrency suddenly drops, or if trading is halted due to recent news events, unusual trading activity, or changes in the underlying cryptocurrency system. Several federal agencies have also published advisory documents surrounding the risks of virtual currency. For more information see, the CFPB’s Consumer Advisory, the CFTC’s Customer Advisory, the SEC’s Investor Alert, and FINRA’s Investor Alert.

© 2018 Shuttle Finance, Inc. All rights reserved.