Customer Success Manager I - Remote

Overview

As a Customer Success Manager I, you will fill the critical role of serving as the face of FinQuery with respect to your assigned customers, maintaining long-term relationships by providing excellent customer service and consultative support. You’ll be driving growth within the customer base by negotiating/renewing existing client contracts and identifying customers’ needs for additional products and services.

In Short

• Own the entire customer partnership, maximizing customer satisfaction.
• Ensure positive net revenue retention (NRR) for assigned customer segments.
• Respond to customer outreach within 24 hours.
• Manage customer renewal cycles and promote engagement.
• Maintain proactive relationships with growth accounts.
• Map customer KPIs to success strategies.
• Build and maintain account plans.
• Collaborate with sales and implementation teams.
• Monitor and analyze customer health metrics.
• Represent the voice of the customer to inform product roadmaps.

Requirements

• 4-year degree or equivalent experience.
• 1-2 years of customer success or account management experience in SaaS.
• Experience owning renewals and upsell conversations.
• Ability to build strong relationships with customers.
• Strong communication and interpersonal skills.
• Ability to meet and exceed revenue targets.
• Working knowledge of G-Suite, Zendesk, and CRM tools.
• Ability to handle negotiations during renewals.

Benefits

• Flexible PTO including holidays and birthday off.
• 401(k) plan with employer matching.
• Great health benefits with multiple plan options.
• Option for in-office, fully remote, or hybrid work environment.
• Sabbatical program after 5 years of service.
• Casual dress environment.
• Catered lunches every Thursday.
• Signing stipend for work-from-home setup.
• Free gym membership at the office.
• Annual employee development program stipend.
• Parental Leave Benefits.
• Fertility/Adoption Assistance.
• Annual tutoring stipend for children.
• Mentorship program available immediately.
• Regular team outings.
• Advancement opportunities based on results.
• Culture emphasizing inclusiveness.