Account Management Intern - Remote

Since 2013, the firm has grown through acquisitions of independent advisory practices. Licensing exams (SIE, Series 7, Series 66) are paid for, with study time during work hours.

About the role

The Customer Success Team supports a few hundred business customers. You will handle onboarding calls, help desk tickets and regular check-ins. You can work from home anywhere in the US. We have no office requirement. Normal working hours, Monday to Friday. We use Slack, Notion and Google Meet. Cameras on for team calls.

Responsibilities

Escalate urgent technical issues to the product team with full context. Log bugs and feature requests in Jira with clear steps and screenshots. Write and update help center articles and short how-to videos using Loom. Run onboarding calls with new customers and walk them through setup. Join customer review calls as note taker. Track customer health scores and flag accounts with low usage. Test new features before release and note anything confusing. Create canned responses for common questions.

Who can apply

Available 40 hours a week for the full internship. Based in the US for the duration of the internship. Authorized to work in the US. CPT and OPT candidates are welcome to apply. Excellent written English. Most customer contact happens over chat and email. Basic Google Sheets or Excel skills. Able to follow written processes and response templates.

Duration: 12 weeks

Start date: Summer 2027

Stipend: $20.00-$21.00/hr

Perks

Paid sick time. Mentorship from a dedicated buddy and manager. Learning and development stipend.

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

Duration: 12 weeks. Start: Summer 2027.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Redfern Payments.