Role OverviewThe Customer Success Manager will drive customer satisfaction and long-term success by fostering relationships and ensuring customers gain maximum value from our products. The role involves onboarding and implementation of new clients, understanding their unique needs, providing tailored support, and developing winning growth strategies.
What You Will Do
Assist with implementation, onboard new clients, provide hands-on training, build and nurture strong client relationships, and work closely with clients to build success and growth plans.
Why It Might Be a Fit
The ideal candidate will have 3+ years of experience in customer success, account management, or a related field, with excellent communication and relationship-building skills, and the ability to manage multiple projects and clients effectively.
Requirements
- 3+ years of experience in customer success, account management, or a related field
- Excellent communication and relationship-building skills
- Proven ability to manage multiple projects and clients effectively
- Strong analytical and problem-solving skills
- Experience in the software or technology industry is highly desirable
- Ability to thrive in a fast-paced environment and adapt to changing priorities
- Experience in FinTech, credit and risk industries
- Working understanding of underwriting principles, credit risk, lending workflows, and financial data models
- Strong knowledge of AI technologies and their applications in financial technology, underwriting, credit decisioning, and risk management
- Proficiency with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear, and customer success tools
Benefits
- Health Care Plan (Medical, Dental & Vision)
- 401 (k)
- Life Insurance
- Unlimited Paid Time Off
- 9 paid Holidays
- Work From Home
- Free Food & Snacks (for those in Orlando, FL)
]]>