Customer Success Manager – Posted June 28th, 2019

About Company
Job Info
Job Status: Open
No of Vacancies: 3
Date Posted: July 9, 2019
Expiry Date: July 09, 2020
Job Type: Full Time
Job Level: Any
Years of Experience: 2
Salary Info
Salary Type: Negotiable
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Start a great career in fintech with FINBOA.

Customer Success Manager – Remote  - Responsible for working with customers to customize the FINBOA platform for their compliance processes.  Will encourage customers to digitize more processes on the FINBOA platform. Build a rolodex of resources to tap for given projects to meet customers needs.

Responsibilities

  • Build and maintain strong, long-lasting customer relationships with key stakeholders and clients by becoming a valuable resource on the software and their partners
  • Lead ongoing support efforts for customers after the onboarding process has concluded: serving as a project manager, sharing best practices, solving problems, and identifying new opportunities
  • Extract and analyze data to provide deeper insights and smarter understanding of network operations, opportunities for improvement and areas of strength
  • Present recommendations to customers for improving or expanding the use of the saas platform within their organization and community partners
  • Conduct in-person and virtual training for clients and their partners
  • Collect customer feedback on a regular basis and advocate for relevant product/service feedback internally
  • Monitor and communicate progress of FINBOA
  • Configuring software for new clients
  • Take the lead in customer critical issues and negotiate resolution.
  • Maintain an in depth understanding of company technology, products, and services
  • Generate Customer Success Content; internally for marketing (blog posts, case studies) and externally for clients (learning-hub articles on new features, lessons learned, how to use the software)
  • Partner with sales to ensure a common revenue growth goal for your portfolio of accounts