Customer Success Manager - Financial Services - Remote

Overview

The Customer Success Manager will play a crucial role in managing client relationships in the financial services sector, focusing on driving successful partnerships and revenue growth.

In Short

• Manage end-to-end customer relationships across a portfolio of clients.
• Support assigned Account Director on strategic accounts.
• Responsibilities include client management, education, and contract negotiation.
• Focus on key metrics like customer renewal and satisfaction rates.
• Collaborate with various internal teams for continuity.
• Frequent communication with clients, including weekly calls.
• Gather industry information relevant to the client portfolio.
• Develop relationships within client organizations.
• Report directly to the Sales Director.
• Travel required approximately 25% of the time.

Requirements

• Bachelor's Degree or equivalent experience.
• 5+ years of sales/marketing experience.
• Minimum 3 years as a Partner Manager or Customer Success Manager.
• Experience managing a revenue portfolio of $5 - $15M+ annually.
• Experience with financial service clients.
• Strong customer service skills for relationship cultivation.
• Ability to manage a large project portfolio.

Benefits

• Great compensation package and incentive plan.
• Core benefits including medical, dental, and vision.
• Flexible work environment with remote options.
• Flexible time off including vacation and volunteer time off.
• Award-winning workplace culture focused on DEI and work/life balance.