Customer Success Manager - Remote

Overview

The Customer Success Manager will be a key point of contact for corporate clients, guiding them through onboarding and ensuring their goals are met with our training solutions.

In Short

• Primary relationship manager for corporate clients.
• Own renewal cycle and drive retention.
• Lead onboarding efforts for training solutions.
• Conduct quarterly business reviews.
• Partner with Business Development for new client onboarding.
• Act as liaison between clients and internal teams.
• Monitor account health and track performance metrics.
• Collaborate with senior leadership for growth initiatives.

Requirements

• 2-3 years of account management experience.
• Background in financial services preferred.
• Proven ability to manage renewal cycles.
• Strong business acumen for identifying revenue opportunities.
• Experience using Salesforce or similar CRM platforms.
• Exceptional communication and negotiation skills.
• Strong attention to detail.
• Based in the New York City area.

Benefits

• Dynamic startup culture with professional growth opportunities.
• Full benefits package including medical, dental, and vision.
• Unlimited PTO for work-life balance.
• Remote work flexibility.
• 401(k) plan.
• Parental leave.
• Home office setup stipend.
• Core values-driven leadership.