Customer Success Associate
Onboarding
Posted on 1/18/2024
INACTIVE
MainStreet

51-200 employees

Simplifies claiming R&D tax credits for startups
Company Overview
MainStreet is a company that simplifies the complex process of claiming R&D tax credits, providing a distinct competitive advantage by saving startups time and money. Their team of specialists handle the majority of the tax credit claim, allowing businesses to focus on growth and development. This customer-centric approach, combined with their expertise in navigating governmental tax systems, positions MainStreet as a leader in their industry.
Data & Analytics
B2B

Company Stage

Series A

Total Funding

$75M

Founded

2019

Headquarters

San Jose, California

Growth & Insights
Headcount

6 month growth

-11%

1 year growth

-4%

2 year growth

-46%
Locations
Lehi, UT, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Customer Service
CategoriesNew
Sales & Account Management
Customer Success & Support
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