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Customer Success Manager - Financial Services (Remote)
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Job Description
- Req#: 744000080052945
Employer Industry: Data and Technology Solutions
Why consider this job opportunity:
- Great compensation package and incentive plan
- Opportunity for career advancement and growth within the organization
- Comprehensive health, dental, and vision plans
- 401K with a 4% company match with immediate vesting
- Paid time off, including 12 paid company holidays, 5 sick days, and 2 paid volunteer days
- Celebrated company culture focused on DEI, work/life balance, and employee wellness
What to Expect (Job Responsibilities):
- Manage end-to-end customer relationships across a portfolio of clients in the financial services sector
- Collaborate with the assigned Account Director on strategic accounts to drive growth and success
- Handle client management, education, contract negotiation, and daily support
- Monitor and report on key metrics such as customer renewal rates, revenue retention rates, and customer satisfaction
- Build relationships across all client/prospect bases and internal departments to promote services effectively
What is Required (Qualifications):
- Bachelor's Degree or equivalent experience
- 5+ years of sales/marketing experience required; minimum 3 years' experience in a Partner Manager, Customer Success Manager, or Account Manager role
- Proven experience managing a revenue portfolio between $5 - $15M+ annually
- Experience with financial service clients, including credit unions, banks, and fintech companies
- Strong ability to analyze data and present industry-specific insights to clients
How to Stand Out (Preferred Qualifications):
- Genuine curiosity and experience with ad tech and marketing
- Proven ability to organize and prioritize tasks while managing a large project portfolio
- Experience in developing strong client relationships and customer service
#DataAndTechnology #CustomerSuccess #FinancialServices #CareerOpportunity #EmployeeWellness
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