Job Description

Company Description

WCMP allows businesses to leverage our platform to identify and secure the best financing options, on-demand. We provide fast, flexible financing solutions with simple applications and same-day approvals. We aim to make business funding simple and accessible for all.

Role Description

This is a full-time on-site role as a Customer Success/Renewal Manager at Working Capital Marketplace located in Irvine, CA. As a Customer Success/Renewal Manager, you will be responsible for managing and maintaining relationships with our valued customers. Your role will involve ensuring customer satisfaction, identifying opportunities for account renewal, and providing support throughout the customer lifecycle.

Key Responsibilities

Build and maintain strong relationships with existing clients, serving as their primary point of contact for questions, concerns, and assistance.
Proactively reach out to clients to check on their progress, gather feedback, and address any challenges they may be facing.
Manage the renewal process for existing clients, discussing renewal options and ensuring a smooth transition.
Conduct thorough assessments of clients' businesses to understand their current financial situation and future funding needs.
Identify opportunities to cross-sell additional products or services to existing clients based on their evolving needs.
Collaborate with internal teams including sales and operations to communicate client feedback and drive client success.

Qualifications