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Customer Success Manager - Remote

Posted 7 days ago
Sales / Business
Full Time
USA
$80,000 - $90,000/year

Overview

The Customer Success Manager (CSM) is responsible for building strategic relationships with mid-market customers to ensure they achieve maximum ROI from Total Expert products.

In Short

  • Understand and promote Total Expert products and services.
  • Establish trusted advisor relationships with customers.
  • Execute contract renewals and drive upsell opportunities.
  • Maintain customer satisfaction and retention.
  • Measure progress toward customer success definitions.
  • Conduct regular business reviews.
  • Facilitate user training and engagement.
  • Identify opportunities for account growth.
  • Advocate for customer needs across departments.
  • Maintain records of customer engagement.

Requirements

  • Ability to work independently and learn quickly.
  • Experience with complex, multi-geographical customers.
  • Strong customer relationship management skills.
  • Proven process improvement abilities.
  • Excellent communication skills across all organizational levels.
  • Highly proficient in MS Office tools.
  • 5+ years in Management Consulting or Customer Success preferred.
  • 3+ years in SaaS organizations preferred.

Benefits

  • Competitive salary range of $80,000 - $90,000 annually.
  • Variable compensation based on quota achievement.
  • Employee Stock Option Plan participation.
  • Medical, Dental, Vision benefits.
  • Flexible Time-Off (FTO) and Paid Parental Leave.
  • 401(k) with employer match.
  • 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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