Customer Success Associate
Cleo (US) (2 months ago)
About this role
Cleo is seeking a Customer Success Associate to work with existing clients, ensuring smooth onboarding, implementation, and renewal processes. The role involves engaging directly with customers and collaborating with various internal teams to enhance customer satisfaction and account growth.
Required Skills
- Customer Success
- Onboarding
- Data Analysis
- Client Management
- Communication
About Cleo (US)
meetcleo.comCleo is an AI-powered, chat-first personal finance app that helps users manage spending, build budgets, track bills, and save money. The mobile app connects securely to bank accounts to categorize transactions, surface real‑time spending insights, and answer money questions through a conversational assistant. Cleo offers free core features alongside a paid tier with enhanced tools and personalized coaching, and is popular with younger, mobile-first consumers in the UK and US.
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