Simplify Logo

Full-Time

Customer Success Associate

Onboarding

Posted on 1/18/2024

MainStreet

MainStreet

51-200 employees

AI-driven R&D tax credit claims for businesses

Data & Analytics
Consulting
Fintech
Financial Services

Compensation Overview

$55k - $82kAnnually

Junior

Lehi, UT, USA

Required Skills
Communications
Customer Service
Requirements
  • 1-2 years of experience in a customer support, success or account management role, ideally in a B2B or B2C environment
  • Proficiency with computer skills and CRM experience preferred
  • Excellent communication skills and email/phone etiquette
  • Excellent attention to detail, alongside the ability & willingness to work quickly
Responsibilities
  • Onboard our partners’ small business customers on to the MainStreet tax credit platform
  • Continuously learn about the customer journey and our expanding product features to provide a world class customer experience
  • Effectively advocate for the needs of your customers, working proactively to propose solutions and identify opportunities for growth
  • Quickly resolve customer inquiries via video or phone
  • Process and organize information from customer interactions into our CRM
  • Identify customer needs and escalate relevant inquiries to appropriate teams
  • Perform outstanding customer service while maintaining confidential information
Desired Qualifications
  • Bonus: You have experience working within tax credits and accounting

MainStreet simplifies the process of claiming R&D tax credits for small businesses and startups by leveraging data and AI to identify the best credits. The company handles the bulk of the claim process, ensuring accurate and compliant tax credit claims while passing the untapped savings onto its users.

Company Stage

Series A

Total Funding

$75M

Headquarters

San Jose, California

Founded

2019

Growth & Insights
Headcount

6 month growth

-11%

1 year growth

-10%

2 year growth

3%
INACTIVE