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Customer Success Manager - Remote

Posted 1 week ago
Sales / Business
Full Time
USA
$75,000 - $90,000/year

Overview

The primary responsibility of the Customer Success Manager (CSM) is to foster a dynamic and strategic relationship between Total Expert and their mid-market customers, focusing on achieving maximum ROI from Total Expert MOS.

In Short

  • Understand and promote the value of Total Expert products and services to customers.
  • Establish and maintain a trusted advisor relationship.
  • Execute contract renewal management and drive upsell opportunities.
  • Measure and report on customer success over time.
  • Develop relationships within the customer organization.
  • Drive user adoption and engagement.
  • Identify opportunities for account growth.
  • Maintain records of customer engagement.
  • May require occasional travel.
  • Other duties as assigned.

Requirements

  • Ability to work independently and a desire to learn.
  • Experience with complex, multi-divisional customers.
  • Strong customer relationship management skills.
  • Proven ability to apply process improvement methods.
  • Ability to establish trust and credibility at all levels.
  • Excellent organizational and time management skills.
  • Proficient in MS Excel, Word, PowerPoint, and Outlook.
  • Strong decision-making capability.
  • Excellent communication and presentation skills.
  • High energy and positive attitude in a fast-paced environment.

Benefits

  • Competitive salary with variable compensation based on quotas.
  • Participation in the Employee Stock Option Plan.
  • Medical, Dental, Vision benefits.
  • Health Savings Account (HSA) and Flexible Spending Accounts (FSA).
  • Paid Parental Leave.
  • 401(k) with employer match.
  • Flexible Time-Off (FTO).
  • Company paid Life Insurance.
  • Short-Term and Long-Term Disability coverage.
Total Expert logo

Total Expert

Total Expert is a leading provider of purpose-built tools designed to help modern financial institutions navigate complex customer interactions and financial decisions. With a strong focus on integrating digital communications with human engagement, Total Expert serves over 185 customers, leveraging data and insights to deliver significant value. The company fosters a culture of innovation and collaboration, aiming to empower financial services organizations, including independent mortgage bankers, banks, credit unions, and insurance companies, to enhance their customer relationships and drive growth.

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