Customer Success Manager

Job Summary

A company is looking for a Customer Success Manager to foster client relationships and drive mutual success.

Key Responsibilities

• Build and nurture relationships with a portfolio of clients, providing tailored recommendations
• Maintain detailed Account Plans for each client, focusing on growth and retention strategies
• Monitor client software adoption and deliver supplemental training to maximize value

Required Qualifications

• 3+ years of experience in an Account Manager or Customer Success role
• Enterprise experience is required; construction lending experience is preferred
• Proven ability to manage cross-sell and up-sell opportunities
• Strong technology skills and aptitude
• Knowledgeable in current industry practices and trends