Customer Success Manager

Job Summary We are seeking a dedicated and proactive Customer Success Manager to join our team. In this role, you will be responsible for ensuring our clients achieve their desired outcomes while using our products and services. You will act as a trusted advisor, leveraging your expertise in project management, account management, and customer relationship management to foster strong partnerships. The ideal candidate will have experience in the SaaS industry and possess excellent communication skills to effectively engage with clients. Responsibilities • Develop and maintain strong relationships with clients to understand their needs and objectives. • Manage customer onboarding processes to ensure a smooth transition and successful product adoption. • Collaborate with cross-functional teams, including sales, marketing, and product development, to enhance customer satisfaction. • Monitor customer health metrics and proactively address any issues or concerns that may arise. • Conduct regular check-ins with clients to assess their satisfaction and gather feedback for continuous improvement. • Utilize Salesforce for tracking customer interactions, managing accounts, and reporting on performance metrics. • Analyze customer data to identify trends and opportunities for upselling or cross-selling additional services. • Provide training and support to customers on product features and best practices. Qualifications • Proven experience in project management and account management within the SaaS industry. • Strong understanding of customer relationship management principles and practices. • Proficiency in Salesforce or similar CRM tools is highly desirable. • Excellent communication skills, both verbal and written, with the ability to convey complex information clearly. • Background in sales or marketing is a plus, along with an understanding of financial services. • Strong analytical skills with the ability to interpret data and make informed decisions. • A commitment to providing exceptional customer service and fostering long-term client relationships. Job Type: Full-time Pay: $65,000.00 - $75,000.00 per year Benefits: • 401(k) • Dental insurance • Health insurance • Paid time off • Vision insurance • Work from home Work Location: In person