Job Description

Job Summary:
We are seeking a highly motivated and customer-focused individual to join our team as a Customer Success Manager. As a Customer Success Manager, you will be responsible for ensuring the success and satisfaction of our clients by building strong relationships and providing exceptional service. This is a dynamic role that requires excellent communication, project management, and problem-solving skills.

Duties:
- Develop and maintain strong relationships with assigned clients
- Serve as the main point of contact for client inquiries, issues, and escalations
- Understand client goals and objectives to provide strategic guidance and support
- Collaborate with internal teams to ensure timely delivery of solutions and services
- Conduct regular check-ins with clients to assess satisfaction and identify areas for improvement
- Provide training and support to clients on the use of our software platform
- Monitor client usage and proactively identify opportunities for upselling or cross-selling
- Track and report on key metrics related to client success and retention

Qualifications:
- Bachelor's degree in a relevant field (e.g., Business, Marketing, Communications)
- Proven experience in customer relationship management or account management
- Strong knowledge of Salesforce or other CRM platforms
- Familiarity with financial services industry is preferred
- Excellent project management skills with the ability to prioritize tasks and meet deadlines
- Experience working with SaaS products is a plus
- Strong sales acumen with the ability to identify opportunities for growth
- Exceptional communication skills, both written and verbal
- Ability to build rapport and establish trust with clients

We offer competitive compensation packages including benefits such as health insurance, retirement plans, and paid time off. Join our team today and play a key role in driving customer success!

Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Type: Full-time

Pay: $47,513.86 - $57,220.99 per year

Benefits: