Customer Success Manager - Remote

Overview

The Customer Success Manager role focuses on ensuring clients achieve success with the company's products and services, fostering long-term relationships, and driving contract renewals.

In Short

• Remote position with limited travel, candidates must be US-based.
• Engage with clients to capture the Voice of the Customer (VOC).
• Manage client-related activities critical to long-term relationships.
• Identify risks within accounts and develop strategies for renewal.
• Collaborate with cross-functional teams to enhance client satisfaction.
• Utilize tools like Pendo, SFDC, and Jira for daily activities.
• Drive client projects and act as a Project Manager when necessary.
• Deliver monthly Executive Summaries to upper management.
• Represent the business at trade events as needed.
• Possibility of travel and weekend work.

Requirements

• BS/BA in a relevant field with 3-5 years experience in financial services.
• Strong verbal and written communication skills.
• Excellent presentation and interpersonal skills.
• Ability to work independently and manage multiple tasks.
• Proficient in Microsoft Office and SFDC.
• Exceptional organizational skills and problem-solving abilities.

Benefits

• Welcoming culture with social events and community involvement.
• Opportunities for career development and training.
• Generous PTO policy and flexible work arrangements.
• Competitive benefits including health insurance and 401k match.
• Support for mental health and wellness initiatives.