About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Program overview

Confidential Client is hiring for a Customer Success Job Training Program based in Concord, CA. This is an intensive, short-term training pathway (one year or less) that combines classroom instruction, professional development, and a paid internship phase with placement support. The program is suited for people launching a career in customer experience, financial services support, or entry-level customer success roles.

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What you'll learn and gain

• Product and service knowledge and a customer-centric mindset
• Technical and professional training focused on banking and financial services fundamentals
• Interviewing, networking, and resume-building support
• On-the-job internship experience with placement support from Confidential Client partners
• Ongoing coaching and career-placement assistance
• Educational stipend during internship phase (see Compensation section)

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Primary responsibilities (during training & internship phases)

• Attend full-time classroom and remote training Monday–Friday
• Participate in skills workshops: communication, customer operations, basic finance concepts
• Complete assessments, projects and mock-interviews to demonstrate readiness for placement
• If placed into an internship, contribute to daily customer experience tasks under supervision
• Track progress and engage with assigned coach/mentor for career development

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Who should apply / eligibility

You should apply if you meet all of the following:

• High school graduate or GED recipient
• Eligible to work in the U.S.
• Have not obtained a Bachelor’s degree
• Available Monday–Friday for the duration of the program
• Highly motivated to learn technical and professional skills relevant to customer success and financial services
• Willing to complete any additional screening questions or steps required during application

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Schedule, format & employment type

• Program length: one year or less (classroom + internship phases)
• Typical schedule: Monday–Friday, full-time classroom training followed by a paid internship
• Employment type(s): CONTRACTOR and/or FULL_TIME (program placements and internship roles may vary)

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Compensation

• Estimated average starting salary for employed graduates (after program): $55,538 per year (estimated)
• Internship phase educational stipend: $525 per week while in the internship portion of the program Note: salary figures are estimates provided in the source posting. Specific placement roles may have different pay.

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Career paths after completion

Typical next steps for graduates include roles such as:

• Financial advisory support
• Sales specialist or customer success representative
• Product support or technical customer support
• Sales operations and analytics

72% of past program graduates are employed and/or enrolled in postsecondary education within four months of graduation; employed graduates report average starting salaries similar to the estimate above.

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How we evaluate candidates

• Screening for eligibility (education level, work authorization, availability)
• Assessment of motivation, communication skills, and coachability
• Completion of application screening questions and any required assessments
• Final placement decisions are handled by the hiring partners; Careertakes facilitates the process

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Confidentiality & employer information

This role is posted by Careertakes on behalf of a confidential client. Specific internship placement partners and final hiring employers will be shared during the interview/placement process. No university degree is required — this program is intended for entry-level career launch.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.