Customer Success Manager

Job Summary

A company is looking for a Customer Success Manager to drive product adoption and generate lead opportunities for individual broker customers.

Key Responsibilities

• Engage customers regularly to provide training and support for product integration
• Lead training sessions and create educational content to enhance customer value realization
• Monitor retention and lead generation KPIs while identifying opportunities for account expansion

Required Qualifications

• 2+ years of experience in post-sale, customer-facing roles for a SaaS product
• Proven ability to manage a high volume of customer accounts and drive engagement
• Experience in leading training sessions or product demonstrations via phone and video conference
• Familiarity with customer success platforms to monitor and manage customer health
• Track record of identifying potential expansion or upsell opportunities