Small Business Customer Success Associate

New York, NY
Full Time
Entry Level

About Us
Sunstone Credit is on a mission to revolutionize commercial solar finance.
 
Sitting at the intersection of climate, finance and technology, Sunstone is opening the door to a previously underserved segment in the solar industry by offering financing solutions that help businesses save money and reduce their carbon footprint by going solar.
 
Founded in 2021 by successful serial founders, Sunstone has a strong backing from top VC firms and financial institutions that position our company for explosive growth in 2025 and beyond.  In late 2023, we seized an opportunity to accelerate entry into the residential segment through the acquisition of Sunlight Financial.
 
We have partners and customers that are diverse, and we are building a team that reflects that. Our team members collaborate and innovate from our HQ in NYC’s Flatiron District and every one of our colleagues shares in Sunstone’s success with meaningful equity ownership.
 
Climate change is the greatest challenge humanity has ever faced. We are doing our part to stop it. This is not just a job, it’s a mission – true believers only. Come join our team!

About the Role

Salary: $90k+ (Base and Bonus)

Sunstone is seeking a Borrower Success Lead to join our team. As a member of the client services team, you’ll help grow Sunstone’s commercial activities by leading client experience, success and supporting related tasks. This includes step by step guidance on our client application process, reviewing underwriting documents and responding to the needs of our clients.

A large part of the role will entail cultivating a strong relationship with both clients and members of our team. You must exemplify a strong communication ethic – both written and verbal – commensurate with your role as a champion of our clients.

We believe that data and metrics are a key element of any client experience function; therefore you will be expected to capture data and keep accurate notes and details in SalesForce related to your department. You will also assist in developing processes that support our ability to execute at scale while still maintaining an exceptional client experience.

Key Responsibilities:
  1. Champion the client experience and represent our customers internally
  2. Own client relationships as the ‘first point of contact’ for all clients
  3. Act as a trusted advisor, SME and point of escalation for your customers
  4. Work in collaboration with business development and underwriting teams
  5. Verifying documentation to ensure completeness and accuracy for each individual client
  6. Excellent time management skills

Qualifications:
 
  1. Req: 2 – 4 years experience in customer success or customer service role at a B2B organization
  2. Bonus if you’ve had experience in a fast paced, start-up like environment
  3. Demonstrated passion for understanding the customer and upholding a team culture that supports a positive customer experience
  4. Enthusiasm and expertise in customer experience with a proven record of developing customer facing strategies to drive client satisfaction
  5. Experience with SalesForce
  6. Self motivated, detail oriented and able to work autonomously
  7. Bachelors degree or associate degree desired
  8. Candidate must be in New York with abilities to adhere to a hybrid schedule in our Flatiron office 3x/week
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