Client Success Associate

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Who We Are
Summer’s mission is to help the 45 million Americans burdened by student debt save money through smart, algorithm-based recommendations. Summer combines policy expertise and innovative technology to serve student loan borrowers across the country. Our founding team draws on years of experience in public policy, law, consumer finance, and engineering to tackle one of the greatest challenges of our generation.

We are a Certified B Corporation® as part of our commitment to helping all borrowers improve their financial health through better repayment strategies. We recently raised our Series A and are backed by a team of world-class investors, including General Catalyst, NextView, Greycroft, Foundation Capital, Story Ventures, QED Investors, and Flourish Ventures.

Your Role

As a member of our Client Success Team, you’ll work directly with student loan borrowers to help them navigate federal forgiveness and repayment programs. With training and hands-on experience, you’ll become an expert in the student loan landscape and serve as the first point of contact for our users. You’ll also be integral to developing internal systems and processes to scale a growing team and help thousands of borrowers who are new to Summer. This position is based in New York City. 

In this role, you’ll get to:

  • Understand Summer's product offerings and how they address borrowers' needs
  • Engage in inbound and outbound communication with borrowers via phone, email, and live chat
  • Review and submit applications for federal loan programs
  • Assist in building and maintaining an interactive knowledge center to address common inquiries
  • Proactively suggest and implement ideas and automations that can help scale the team
  • Bring user feedback to life with the product, design, and engineering teams to create new features and offerings
  • Collaborate with the Client Success Team to achieve team and company growth goals in line with our social mission

Recommended Experience

We are seeking teammates with 2+ years of relevant work experience in a customer success or client experience role. Experience in finance (including financial aid or fintech) or government programs is a plus. This position will report to the Head of Borrower Success.

We will be evaluating your ability to break down complex program requirements into clear next steps, as well as your track record of providing excellent user experiences. You’ll be a great addition if you’re a strong communicator with an eye for detail. Finally, we are excited to work with teammates who are passionate about applying their talents in a fast-paced startup environment to tackle a major social issue of our time.

Values + Benefits
We're proud to be a mission-driven company with an inclusive culture. Our greatest asset is the set of values our team strives to embody every day: empathy, diversity, growth, determination, humility, and fun. Read more about what these mean to us at https://www.meetsummer.org/careers.

We also offer significant equity allocations, healthcare coverage, 401(k) plans with an employer match, contribution toward student loan repayment, and flexible vacation/PTO.

Sound interesting? We look forward to hearing from you. Join us to help fix the system!

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Summer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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Location

We're a New York-based team, currently working out of our home offices during COVID.

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