Required Customer Success Manager.
Our Customer Success team is versatile, displays leadership qualities and is enthusiastic to find new solutions to best serve our clients. You will have the opportunity to work alongside some of the brightest industry professionals in the world while taking your own career to the next level. We have created a revolutionary technology, come be a part of our revolutionary team!
We embrace a fun, hard-working, and action-oriented workplace culture while keeping the balance of our employees' careers and lives outside of work top-of-mind. If you enjoy a client-focused, fast-paced environment where you're expected to think outside of the box and take action, join us!
Responsibilities:
Manage assigned accounts including implementation and on-going communication and support.
Operate as the lead point of contact for any and all matters specific to assigned clients.
Develop a long lasting trusted advisor relationship with all accounts, customer stakeholders and certified partners.
Actively engage and support service levels and manage new client implementation/on-boarding process.
Ensure the timely and successful delivery of solutions according to customer needs and objectives.
Forecast and track key account metrics.
Identify and grow opportunities with assigned accounts and ensure growth attainment of each account.
Participate in cross functional groups to establish enhancements to communications, tools and products.
Assist with high severity requests or issue escalations as needed.
Ensure all client requirements and needs are followed through.
Sets expectations with clients on deliverables.
Requirements:
3+ years of Customer Success experience within the financial industry or with SaaS products in a B2B environment.
BA/BS degree or equivalent.
Strong business background including account management, problem-solving and business planning.
Ability to synthesize and summarize client feedback systematically.
Strong cross-functional communication skills and the ability to collaborate effectively with various groups.
Excellent interpersonal, communication, and presentation skills.
Proven account management and account growth experience.
Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level.
Proven ability to manage multiple projects at a time while paying strict attention to detail.
Demonstrated ability to meet deadlines and make sound business decisions independently.
Excellent listening, negotiation and presentation skills.
Ability to travel at least 40%.