Customer Success Manager - Remote

Overview

The Customer Success Manager at COMPLY is responsible for developing strong customer relationships to promote retention and loyalty, ensuring that customers are satisfied and advocating for their needs within the company.

In Short

• Manage a portfolio of strategic accounts as the main contact for inquiries.
• Oversee customer journeys from onboarding to renewal.
• Establish relationships with customer stakeholders to influence organizational goals.
• Enhance customer lifetime value through product adoption and satisfaction.
• Conduct regular business reviews to ensure customers meet their goals.
• Monitor customer health and mitigate churn risks.
• Collaborate with internal teams to relay customer feedback and drive improvements.
• Lead the renewal process, including forecasting and negotiation.
• Prepare insights for Quarterly Business Reviews.
• Drive advocacy initiatives with marketing.

Requirements

• 3+ years in Customer Success or Account Management.
• Experience in financial services or compliance is a plus.
• Strong skills in persuasion, negotiation, and consensus building.
• Empathy for customers with a passion for growth.
• Ability to manage projects with customers effectively.
• Organized, analytical, and proactive mindset.
• Desire for continuous learning and improvement.
• Creative leader who inspires others.

Benefits

• Opportunity to work with a leading compliance software provider.
• Collaborative work environment.
• Professional growth and development opportunities.
• Engagement with diverse financial services clients.