Customer Success Manager

Job Summary

A company is looking for a Customer Success Manager to ensure customers successfully adopt and maximize the value of their financial platform.

Key Responsibilities

• Build relationships with customers during onboarding and ensure successful adoption of the platform
• Identify risks and develop mitigation plans to enhance customer retention and engagement
• Drive product adoption and gather customer feedback for product development and improvements

Required Qualifications

• 3+ years of experience managing a book of 50+ customers in a B2B environment
• Experience driving product adoption, retention, and expansion
• Comfortable leveraging data to analyze customer trends and measure success
• Experience with finance, accounting, or payments-related products is a plus
• CPA, CA, or CFA designation is a nice to have