Customer Success Associate

CommonBond is building the leading values-driven, customer-centric financial services company and is looking for people who want to help our company grow. Our mission starts by tackling the broken student lending market and changing the way people think about student loans. We accomplish this with lower interest rates for our borrowers, a state-of-the art technology platform, and high-touch customer service. Additionally, our 1-for-1 model is the first of its kind in financial services: for every degree fully funded on the CommonBond platform, we fund the education of a child in need for a full year through a partnership with Pencils of Promise. We are backed by great investors, have a killer team, and are growing rapidly!
We are looking for the next leader to join our operations team and deliver the world-class customer support that is core to who we are. This role is equal parts customer service, consultant, advocate, and coach. We go beyond answering inbound calls and emails to proactively anticipate and solve the challenges that are on our borrowers' minds as they make important
financial and life decision. This role is also an entry point for our growing firm. Excelling in this role will open doors for rapid growth within the operations team and throughout the company. If changing finance alongside an inspiring team of leaders excites you, then this is the role and the company for you.
In terms of your background, you may come from several different places. You may be an operations or program manager at a bank or a customer success leader at a fashion ecommerce company. The common thread is that you love people, you get along well with numbers, and you deliver. By deliver, we mean you are conscientious about doing what you say you will do and are committed to doing your part to help us all meet our collective goals. We all rely heavily on each other, and to be successful we will all trust that you will deliver, just as you will trust your teammates here. 

CommonBond is a fast-paced, exciting environment where new opportunities emerge every day, The Operations and Customer Success Associate will be an early hire on a growing team at an innovative company that is on the cusp of scale. You will be a core reason the company scales. You will pick up on our relatively short, but powerful heritage of service and advocacy and you will take us to the next level.


As Operations and Customer Success Associate you will be the eyes, ears, voice, and soul of CommonBond’s connection to our borrower community. You will develop and execute both inbound and outbound communications strategies to ensure every student and graduate we touch has an incredible experience.

More specifically, you will:

  • Understand our products inside-out and be able to discuss all product features with applicants and borrowers who reach out to us
  • Proactively reach out to applicants to help understand their specific situation and help them make great decisions

  • Advocate CommonBond’s unique features to applicants, educating them on how CommonBond can help them reach their goals

  • Collect, aggregate, and draw insights from information gathered during communication with applicants and borrowers; turn these insights into action plans with the product, marketing, and business development teams

Desired Qualifications

  • Fantastic communication skills – you crush phone interviews and are a great writer
  • Professional but not stuffy – we’re sharp and competent but also fun
  • Business development experience, or other customer facing experience is a must
  • Experience in financial services is great, but more important is your ability to learn fast
  • Team player – you want to be relied upon and you understand how others make your goals achievable
  • Strong computer skills (MS Office, basic internet skills, savvy enough to pick up new systems)
  • Sense of urgency – you want to “go, move, make things happen, and shake things up!”
  • Innate sense of service to those around you – you just like people
  • Nimble – able to handle changing tasks and priorities and adapt quickly
  • Supreme ability to organize yourself and your tasks, and manage your time
  • 1-2 years of experience
  • Bachelor’s degree and an objectively strong academic record
  • Ability to work full-time, standard office hours is a must

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