The Company:
Well-backed Series A Fintech. Their innovative (AI backed) CX software allows financial institutions to communicate more seamlessly and securely.
The Role:
As a Customer Success Manager (CSM), you will play a pivotal role in ensuring our clients’ success with our client’s unified conversation platform. Your goal will be to ensure customer satisfaction, foster long-term relationships, and drive platform adoption and usage. You will act as a trusted advisor, proactively addressing any concerns, identifying growth opportunities, and ensuring a seamless customer experience.
Key Responsibilities:
- Guide new customers through onboarding and provide tailored training for effective platform use.
- Build lasting customer relationships, serving as their trusted advisor and main contact.
- Track customer engagement and recommend ways to boost platform adoption.
- Resolve customer issues swiftly, coordinating with internal teams to ensure satisfaction.
- Collaborate with sales to drive renewals and identify upsell opportunities.
- Gather customer feedback to advocate for their needs and drive product enhancements.
Requirements:
- 5+ years of experience in a customer success, account management with a strong product focus
- 3-5 years’ experience handling complex fintech products and/ or working with Financial Institutions
- Strong understanding of customer relationship management and customer success principles.
- Comfortable interacting with C-level executives and building strong relationships
- Strong problem-solving abilities and a proactive approach to customer success.
Remuneration and benefits:
- Competitive and appealing compensation and time off paid package
- Generous benefits coverage