Scale Customer Success Manager

Who Are We:

Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5000 clients and hundreds of employees across the globe Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations mitigate risk and scale with efficiency and confidence.

Comply serves thousands of global financial services clients including broker-dealers insurers investment banks private funds RIAs and wealth managers who rely on Comply offerings to power their compliance programs.

To learn more about Comply visit comply.com

The Role

This position has high expectations as you will have extensive exposure to our Product Management and Sales teams at all levels. If you excel in this role there is potential for advancement learning and overall career development within the organization.

As a Scale Customer Success Manager you’ll play a crucial role in building an excellent customer experience for thousands of Comply customers. A Scale CSM will be instrumental in supporting the build of programs content and experience that drive adoption and value for our customers. These customer represent no only a major percentage of revenue but also great potential growth for the business.

Scale CSMs manage a higher volume of customer using a team-based approach and leverage data-driven programs to support customers with the right touch at the right time. The Scale CSM role is a perfect role for someone who has exceptional drive to execute and iterate on one-to-many customer experiences loves helping customers has an analytical mindset and is a strong writer. You will support the creation and iterate of our digital customer experience and help roll out process that automate the customer journey. You will leverage data and technology to be proactive in educating and delivering value to our largest customer base. A Scale CSM will thrive by having ownership over the customer experience and use analytics to drive decision making.

Responsibilities:

• Embrace the COMPLY’s value proposition and how it relates to the strategic goals of our clients; provide support actionable advice and useful content to drive impact

• Dynamic guidance of the customer lifecycle with a heavy emphasis on product adoption to deepen value realization

• Analyze and interpret data as it relates to impact and implementation to initiate proactive solutions

• Closely monitor and report on key metrics milestones and client NPS; analyze trends to monitor client health throughout the client journey

• Establish deep knowledge of COMPLY products and services and how each relates to specific client goals

• Proactively inform leadership and account team partners of lifecycle risks & opportunities; when risk surfaces project manage solutions-focused resolutions

• Prioritize outreach efforts to mitigate churn and position for expansion/growth

• Partner as a customer advocate by providing product and process feedback to management and/or internal teams as necessary

• Partner with Customer Education to produce high-quality professional resources to support clients goals and value realization

• Conduct engaging presentations for client groups including webinars office hours optimization calls etc.

• Participate in team projects that support goals and initiatives of the department

• Be an innovative and collaborative thought leader continuously assessing team support for all clients and determining new strategies or services that will better drive COMPLY implementation usage and value realization.

Skills and Qualifications:

• 2+ years of experience in a customer-facing role (account management support or project management experience) for a software company

• Experience in CX or analytics platforms

• Proficient with tools such as Slack Microsoft Product Suite (Outlook PowerPoint Excel)

• Comfortability using and learning new software — spreadsheets CRM email marketing support automation productivity and presentation software are all part of your toolbelt

• Proven ability to manage multiple projects simultaneously while maintaining strict attention to detail

• Ability to analyze information make connections and demonstrate deep-level thinking

• Ability to prioritize multi-task and perform effectively under pressure

• Exceptional communication and presentation skills (both written and verbal)

• Experience working with cross-functional teams (Marketing Finance Product Sales Support) to provide Voice of the Customer

• Experience with building analyzing and interpreting customer data to influence stakeholder decision-making

• Experience in/understanding of financial services industry

• Demonstrated ability to grasp complex topics and succinctly communicate these topics at levels of varying complexity based on audience

$66000 - $71500 a year

The all-in total compensation for this role is $66000 and $71500 and is specific to the United States. A reasonable estimate of the base salary range would be $60000 - $65000 plus applicable bonus/benefit offerings etc. as those similarly situated within the Company. It takes into account a wide range of factors that are considered in making compensation decisions including but not limited to skill sets training licensure and certification and experience.

To learn more about our values mission and the wide-range of perks offered to employees at Comply visit https://www.comply.com/careers/ .

Comply is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion disability sex sexual orientation gender identity or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

Applicants must be authorized to work for any employer in the United States. Currently we are unable to sponsor or take over sponsorship of an employment Visa at this time.

Comply is aware of scammers posing as Comply employees and extending job offers via direct messaging texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this please review our Statement of Fraudulent Job Offers.