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Customer Success Manager - Remote

Posted 4 days ago
Customer Service
Full Time
Worldwide

Overview

The Customer Success Manager will elevate client relationships by overseeing onboarding, training, and ensuring customer satisfaction while maintaining strong communication and analysis of customer success metrics.

In Short

  • Oversee onboarding and training for clients.
  • Maintain strategic advisor relationships with clients.
  • Track industry trends and provide insights.
  • Analyze customer satisfaction metrics.
  • Collaborate with sales and marketing for customer references.
  • Showcase exceptional communication skills.
  • Manage customer success data and metrics.
  • Identify areas for improvement in customer journey.
  • Work in a supportive team environment.
  • Be proactive and adaptable to changing priorities.

Requirements

  • 2+ years of experience in customer success or related field.
  • Exceptional written and spoken English.
  • Experience with Google Workspace.
  • Excellent communication and organizational skills.
  • Ability to handle confidential information.
  • Strong sense of urgency and adaptability.
  • Self-starter with attention to detail.
  • Ability to follow up and respond quickly.
  • Team spirit and patience.
  • Experience with Salesforce and customer success platforms is a plus.

Benefits

  • 100% remote work.
  • Competitive USD salary.
  • High-speed internet allowance.
  • Generous paid time off.
  • 17 additional flex days.
  • People team partner for career path planning.
  • Buddy program.
  • Virtual after-office activities.
  • Diverse and inclusive environment.
  • Benefits package and paid family leave if applicable.
Finalis logo

Finalis

Finalis is a rapidly growing startup founded in 2020, dedicated to building the largest investment banking platform in the world. Based in San Francisco and New York City, Finalis operates as a fully-remote company, providing a comprehensive platform that enables securities brokers to navigate the complexities of regulatory compliance and deal management. The firm offers a white-labeled solution that supports various private market transactions, including mergers and acquisitions, capital raising, and private placements. With a mission to empower dealmakers, Finalis fosters a collaborative environment that encourages innovation and proactive problem-solving, all while promoting a diverse and inclusive workplace.

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