Customer Success Operations Specialist at Grata optimizing processes for Customer Success team and supporting revenue growth through operational effectiveness.
About the role
- Customer Success Manager focused on enhancing client relationships and onboarding in Coviance's lending technology. Collaborating cross-functionally for customer success and product training.
Responsibilities
- Build and maintain strong relationships with your customers—serving as their go-to advisor for all things Coviance.
- Partner with customers to help them achieve their goals and realize real business value through our technology.
- Lead onboarding and ensure a seamless experience from the start.
- Monitor account health and engagement, spotting opportunities to add value or address challenges early.
- Collaborate cross-functionally with Implementation, Sales, and Product to deliver an exceptional customer experience.
- Host customer training sessions and webinars to drive product knowledge and adoption.
- Identify opportunities to expand services and share those insights with our sales team.
Requirements
- 3+ years of experience in Customer Success, Account Management, or Relationship Management.
- Excellent communication and relationship-building skills—you’re comfortable leading conversations with everyone from frontline users to executives.
- Strong organizational skills and the ability to juggle multiple priorities in a fast-paced environment.
- Proficiency in CRM tools and Microsoft Office Suite.
- Bonus: Experience in lending or working with financial institutions.
Benefits
- A people-first culture that values growth, collaboration, and authenticity.
- A chance to make a real impact by helping our customers thrive and shape the future of lending technology.
- Hybrid flexibility and a team that truly supports one another.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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