Customer Success Manager responsible for managing the customer lifecycle at Formations. Assisting self-employed individuals with financial management and ensuring a positive onboarding and experience journey.
Responsibilities
Manage all aspects of customer adoption and lifecycle milestones, including ensuring renewals, identifying opportunities for expansion, and upsell for our customers
Support efforts to mine and develop an understanding of customer feedback and drive the closed-loop process.
Help maintain above-industry-average retention rates.
Utilize Hubspot (CRM) for managing customer information, customer tasks, and preparing value-based content
Ensure financial health of client while ensuring compliance in all areas
Set expectations, develop and communicate the implementation project timeline, and defines the onboarding process.
401K plan including employer matching. Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions.
Equity- Formations offer every EE to be an owner. As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years
Formations encourages employees to give back with paid volunteer time of up to 16 hours a year.
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