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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What You’ll Do

This is an entry-level Customer Success opportunity delivered through an intensive training + internship program. You'll learn customer-facing skills and banking-related product knowledge and apply them during a paid internship phase. Typical responsibilities include:

• Support customer-facing learning modules and simulated client interactions
• Build product and service knowledge to support customer success scenarios
• Practice professional communication (phone, email, chat) and conflict resolution
• Participate in networking, interviewing, and resume-building workshops
• Work on team projects that simulate real-world sales / service operations
• Complete internship assignments at partnered organizations in the Bay Area during the placement phase

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Who This Role Is For / Eligibility

This program-targeted position is designed for early-career candidates who want structured training and a pathway into customer success, financial services, or sales-support roles.

You may apply if you meet the following:

• A high school graduate or GED recipient
• Authorized to work in the U.S.
• Available Monday–Friday for the duration of the program
• Motivated to learn both technical and professional skills
• Do not hold a Bachelor’s degree
• Willing to complete any required screening questions

Note: This posting refers to a training-and-placement program; internship placement and stipend availability may depend on successful completion of program milestones.

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What You’ll Gain / Compensation & Benefits

Participants receive:

• Structured product, finance, and customer-experience training
• Professional development: interviewing, networking, resume coaching
• Placement support into Bay Area internship opportunities
• During the internship phase, an educational stipend of $525 per week (as stated by the program)
• Career pathways after completion: financial advisory, sales specialist, product support, sales operations and analytics

Estimated annualized compensation (for benchmarking): $56,021 per year — estimated. Actual stipend and pay depend on program phase and placement.

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Preferred Traits & Skills

We're looking for candidates who demonstrate:

• A customer-centric mindset and strong interpersonal skills
• Eagerness to learn technical and financial concepts
• Good written and verbal communication
• Reliability and the ability to attend scheduled weekdays
• Team orientation and a willingness to participate in coaching and feedback

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Location & Work Type

• Location: Monte Vista / Cupertino area, CA (role supports placements across the Bay Area)
• Employment type: Full-time program with contract/internship phases (program includes a training period followed by placements)
• This is not a remote-first role — in-person attendance is required for program sessions and many internship placements.

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Legal & Compliance Notes

• This posting is intended for opportunities located in California (Monte Vista / Cupertino) and other Bay Area locations. Careertakes and our client follow all applicable federal, state, and local employment laws.
• Applicants will not be asked for certain protected information during early screening stages. Reasonable accommodations are available for candidates with disabilities; please indicate any accommodation needs during the process.
• Age, disability, race, sex, religion, national origin, veteran status, or other protected characteristics will not be considered in a discriminatory way.

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Confidentiality

Per the Careertakes process, the employer is listed as "Confidential Client" in public-facing job listings. Specific placement partners and internship sites will be communicated during candidacy and are subject to change.

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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.