Client Success Manager responsible for ensuring client satisfaction and driving solution adoption for a strategic FIS client in wealth management. Leading executive communications and cross - functional collaboration.
About the role
- Customer Success Manager responsible for ensuring customer outcomes through the Spectiv platform. Building relationships and providing support in a hybrid work environment from Lindon, Utah.
Responsibilities
- Guide new customers through the onboarding process, ensuring a smooth transition and successful implementation of our solutions.
- Develop and maintain strong, long-term relationships with customers by understanding their goals and providing personalized support.
- Conduct training sessions and webinars to educate customers on how to effectively use our products and services.
- Monitor customer usage and engagement, identify potential issues, and proactively address them to ensure customer satisfaction and retention.
- Gather customer feedback and insights to help improve our products and services and enhance the overall customer experience.
- Work closely with internal teams, including Sales, Product, Delivery and Marketing, to ensure customer needs are met and to contribute to continuous improvement efforts.
- Provide regular reports and updates on customer status, engagement, and success metrics to management.
- Work to renew and expand customer accounts.
Requirements
- Bachelor’s degree
- 1 -3 years of experience in customer success, account management, or a related role.
- Experience with CRM software, customer success platforms, and proficiency in MS Office Suite (Word, Excel, PowerPoint).
- Excellent verbal and written communication skills, with the ability to articulate complex concepts clearly and effectively.
- Strong relationship-building and interpersonal skills, with a Customer -focused mindset.
- Ability to identify issues, analyze problems, and develop effective solutions.
- Strong organizational and time management skills, with the ability to manage multiple tasks and priorities effectively.
- Flexibility and adaptability to work in a fast-paced, dynamic environment.
- Preferred Qualifications 3+ years of experience in customer success, account management, or a related role.
- HubSpot guru
- Experience managing 150-250 clients
- Excellent Cross-sell capability – getting our clients to buy our other products.
Benefits
- Comprehensive benefits package, including health, dental, retirement plan, and paid time off.
- Collaborative Environment: A supportive and collaborative work environment where your contributions are valued.
- Impactful Work: The opportunity to make a meaningful impact on our Customers and their organizations.
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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