Customer Success and Onboarding Specialist

| Chicago | Remote
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At Bento, we believe that there’s a better, more inclusive way for all businesses to access the financial services they need. A key component of our strategy is to provide world-class support to our prospective and existing customers to ensure they’re getting the most out of Bento from Day 1. We genuinely care about our customers and are dedicated to providing them the best possible product and experience at each and every touchpoint.


To help execute our mission, we’re looking for a multi-dimensional Customer Success and Onboarding Specialist to advise and support customers throughout enrollment, onboarding, and product adoption. You will be a key member of Bento's Customer Success team and your work and insights will help shape the Bento customer experience.


#LI-Remote - Bento's Customer Success team is based out of our Chicago HQ, but we will accept remote applications as well.


    • Be the product expert: Answering questions via phone and email inquiries on features & functionality, you'll be responsible for learning the product inside and out and communicating with customers in a user-friendly way.
    • Enrollment and onboarding management: Reviewing applications and guiding applicants through the enrollment process, then placing calls to our newest customers, and going over best practices for their business needs.
    • Sales: You'll be a customer consultant who introduces new Bento features and upgrades to existing customers. You may also find yourself liaising with our Sales team to inform potential customers of Bento's features.
    • Compliance: As a financial product/service, there are various rules and regulations that must be met in order to get new customers onboarded. Calling customers to collect necessary documents and reviewing enrollments to ensure that these requirements are met.
    • Creative problem solving: There are a variety of requests that may come your way: from someone having log-in trouble to questions on how to use Bento for their individual business needs, and you will confidently handle them all. Sometimes the answer will be straightforward, sometimes it will take a keen eye and a knack for investigation-- you'll ask the right questions to get to the facts, and find a creative way to provide the ideal, accurate solution.
    • Collaborate: You'll have endless opportunities to work with various parts of the business by troubleshooting and triaging technical issues. You'll be interfacing with developers, designers, and other internal and external key stakeholders to support client needs as new bugs are discovered and get escalated.
    • Customer advocacy: You'll be the voice of the customer; the customer champion. The customer feedback you'll solicit and compile will help drive product and process improvement and customer satisfaction.

The ideal candidate:

    • Has at least 2 years experience in an onboarding/customer success/account management/implementation role with a track record of providing thorough, friendly, consultative support to customers
    • Is experienced in curating personalized customer service touch points
    • Can balance efficiency with excellent customer service, especially in written and verbal communication
    • Is a fast learner and able to retain information on the go
    • Has an unflappable personality that can take on any and all challenges and/or changes in direction with grace, humor, professionalism, and tact
    • Effective multi-tasker, can prioritize and work effectively without little or no direct supervision
    • Is meticulously detailed, great at spotting trends, and can stay focused even when priorities shift
    • Can demonstrate experience in handling sensitive, confidential information
    • Is not afraid to ask questions or make suggestions to improve a process or customer experience
    • Can search and find information and solutions independently
    • Has the ability to convey technical issues and customer feedback in a clear and concise manner
    • Is comfortable working with multiple departments in a fast-paced environment
    • Has experience with Salesforce and Salesforce Cases
    • Can leverage Google Suite to share best practices and data/insights
    • Can pass a background check and has a list of professional references
    • Has experience in supporting clients in Financial Services or B2B environments; experience with credit a bonus

#LI-Remote - Bento's Customer Success team is based out of our Chicago HQ, but we will accept remote applications as well.

Bento for Business is currently working from home due to COVID-19 but plans to re-open Chicago and San Francisco offices once it is safe to do so.

A cover letter is required to be considered

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • ReduxLibraries
    • AngularJSFrameworks
    • MySQLDatabases
    • Google AnalyticsAnalytics
    • ChartioAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • AsanaManagement
    • ConfluenceManagement
    • Pivotal TrackerManagement
    • WordpressCMS
    • SalesforceCRM
    • MailChimpEmail
    • MandrillEmail
    • PardotEmail


Centrally located in the loop--we're convenient to transit, close to the river, and high in the sky.

What are Bento for Business Perks + Benefits

Bento for Business Benefits Overview

We have a responsibility-based culture with flexible working hours, comprehensive medical & dental benefits, commuter & FSA benefits, equity participation, unlimited vacation and most of all, the opportunity to make a huge impact in a venture with huge potential. Our office in the Loop is conveniently located near public transportation. Come join us!

Volunteer in local community
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Highly diverse management team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Bento's Flexible Spending Account (FSA) helps employees cover out-of-pocket medical expenses with pre-tax contributions of up to $2,650 annually.
Disability Insurance
Disability insurance covers 67% of annual salary.
Dental Benefits
Bento's dental plan covers 100% of the cost of preventative care, including x-rays.
Vision Benefits
Bento's vision insurance plan provides 100% coverage for annual eye exams, and lenses after a $20 copay. Frames and contact lenses are covered up to $130.
Health Insurance Benefits
Bento's health insurance plan with UHC covers most employees' out-of-pocket costs, depending on several plans to choose from based on personal preference.
Onsite Gym
Bento employees are eligible for free membership in the fitness center located in our building, complete with new fitness equipment, classes and locker room.
Retirement & Stock Options Benefits
Company Equity
Bento offers stock options to all employees.
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Bento offers flexible work hours based on approval by your manager.
Vacation & Time Off Benefits
Unlimited Vacation Policy
All Bento employees can take as many days off as they need, all year, provided they work it out with their manager and give sufficient notice.
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
T-shirts and jeans are the norm although we do have the occasional 'funny hat' day!
Commuter Benefits
Bento offers pre-tax commuter benefits for all employees.
Company Outings
We have an annual team outing and a holiday party, as well as other fun outings on occasion.
Stocked Kitchen
The kitchen is always stocked with artisanal coffee, tea, sparkling water, fruits, and a variety of healthy snacks suggested by employees.
Happy Hours
Happy hours are hosted on occasion.
Professional Development Benefits
Cross functional training encouraged
Online course subscriptions available
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