• Job Description

  Req#: 3374054c-a41b-4ffc-b3d7-fcf585754345
  Employer Industry: Estate Planning Technology
  
  Why consider this job opportunity:
  - Salary up to $120,000
  - Performance-based bonus and equity included in compensation package
  - Flexible paid time off policy and 10 company-wide paid holidays
  - Comprehensive medical, dental, and vision benefits for employees and their families
  - Budget for learning & development and home office setup
  - Opportunity to work in a fast-paced, high-growth environment with a focus on innovation
  
  What to Expect (Job Responsibilities):
  - Manage a shared portfolio of customers, focusing on engagement, adoption, and retention through standardized playbooks
  - Execute automated success plays, including onboarding workflows and renewal reminders
  - Monitor account health scores and usage data to identify at-risk customers and drive proactive outreach
  - Collaborate cross-functionally with Support, Product, and Marketing to enhance the customer experience
  - Track and report portfolio metrics to drive continuous improvement
  
  What is Required (Qualifications):
  - 2+ years of experience in Customer Success, Account Management, or related B2B SaaS roles
  - Proven track record of driving customer retention, renewals, and account growth
  - Strong understanding of customer retention principles and ability to influence renewal outcomes
  - Proficiency with CRM and customer success tools (e.g., Salesforce, Totango, Gainsight)
  - Excellent communication and relationship-building skills with high emotional intelligence
  
  How to Stand Out (Preferred Qualifications):
  - Experience in financial services or wealth management, with a strong understanding of industry-specific client needs
  - Familiarity with regulatory and compliance considerations relevant to financial services clients
  - Background in managing high-value or complex client relationships in a regulated industry
  
  #EstatePlanning #CustomerSuccess #SaaS #RemoteWork #CareerOpportunity #GrowthMindset
  
  "We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."

• About the company

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