Enterprise Customer Success Representative - Remote

Overview

The Enterprise Client Success Rep ensures that the business value received from our customer’s investment is continually nurtured and grown by serving as a primary point of contact for the day-to-day needs of the customer.

In Short

• Serve as the primary point of contact for Enterprise clients.
• Triage client escalations and issues with urgency.
• Become a Subject Matter Expert of our Platforms, Products, and Services.
• Manage client engagements to provide an exceptional experience.
• Develop and nurture relationships with clients.
• Proactively identify unmet client needs.
• Monitor product solution usage in customer environments.
• Drive customer outcomes and adoption.
• Gather feedback for process and product improvements.
• Promote training for successful customer onboarding.

Requirements

• Bachelor’s degree or equivalent experience preferred.
• 4+ years of Customer Success or Account Management experience.
• Experience in a high-growth SaaS environment.
• Direct experience in Financial Services, Fintech, or Marketing.
• Exceptional communication and interpersonal skills.
• Highly organized with excellent oral and written communication skills.
• Strong client interfacing and relationship-building skills.
• Strong to Advanced Microsoft Excel and PowerPoint skills.
• Ability to manage time effectively and multitask.
• Strong problem-solving and analytical skills.

Benefits

• Bonus Eligible.
• Comprehensive benefit offerings.
• Access to educational opportunities and training programs.
• Flexible working environment.
• Access to online courses through LinkedIn Learning.