Customer Success Associate

Beam Job Opportunity Every housing and infrastructure project in America is slowed down by stacks of paperwork, manual administrative tasks, and poor financial tracking. Beam builds the software and financial tools to automate these tedious parts of constructionhelping America's builders focus on what they do best. Beam's product helps construction businesses incorporate fintech and AI into their workflows, from project estimating to bill payments to expense managementdriving massive efficiency gains, ultimately enabling more projects to get off the ground. Beam is backed by Accel, Zigg, Susa, and other top venture investors. Our team is in-person in a beautiful office in the Financial District of San Francisco. Our team previously worked at Stripe, Pipe, Traba, Fieldwire, Belong, and more. What You'll Do Drive customer success and growth at Beam As a Customer Success Associate, you'll work directly with our customers to ensure they get maximum value from Beam's financial solutions. You'll be responsible for customer onboarding, relationship management, and driving adoption of our platform. As an early team member, you'll have the opportunity to shape our customer success function and processes from the ground up. On Any Given Day, You Might Guide new customers through their onboarding and implementation journey Proactively engage with customers to ensure their success and satisfaction, leveraging new technologies and processes to drive efficiency Troubleshoot customer issues and coordinate with internal teams for resolution Use Hubspot to track customer interactions and maintain detailed records Collaborate with product and design to advocate for customers' feature requests based on their feedback Create and maintain customer success resources and documentation Monitor customer health metrics and identify opportunities for expansion What You Need 2-4 years of customer-facing experience Experience with onboarding customers and implementing a product or service Strong verbal and written communication skills An entrepreneurial and scrappy mindset: a self-starter able to thrive in ambiguity A bias towards process and documentation Nice To Have Experience working with small businesses or construction companies Basic understanding of construction industry workflows Experience and/or comfort with financial technology (e.g., payments) Previous startup experience Experience providing Spanish-language support and training Compensation We offer competitive cash compensation ($75-90k+) as well as meaningful equity We offer generous benefits, including medical, dental, and vision

Created: 2026-03-13