Customer Success Manager ensuring maximum client value at fintech company. Leading onboarding, relationship management, and cross-functional collaboration to enhance customer experience.
Responsibilities
Lead customer onboarding processes, ensuring swift and successful implementation.
Monitor customer health metrics, proactively addressing churn risks and improving satisfaction.
Contribute to the development of Customer Success playbooks, knowledge bases, and best practices.
Serve as the primary point of contact for our customers, guiding them through onboarding, adoption, and renewal cycles.
Build strong, long-term relationships with clients, understanding their business goals and ensuring our platform supports their success.
Conduct regular business reviews with customers, offering insights, best practices, and strategic recommendations.
Act as the bridge between Sales and Customer Success, ensuring smooth handovers, alignment on customer needs, and coordinated communication.
Work closely with Product and Engineering to relay customer feedback, identify feature opportunities, and help influence the product roadmap.
Support Sales with upsell and cross-sell opportunities by spotting expansion potential and helping craft value-driven proposals.
Use Google Analytics and internal data tools to analyze customer usage patterns, identify risks, and uncover opportunities.
Investigate customer issues with a methodical, critical-thinking approach, recommending solutions that improve outcomes and platform engagement.
Develop data-driven reports and insights to support customer engagements and internal decision-making
Requirements
2+ years of experience in Customer Success and Client Onboarding in a SaaS or Tech startup environment.
Scrappy and resourceful: Comfortable working with evolving processes, systems, and ambiguity.
Customer-obsessed: Acts as the voice of the customer internally, advocates for long-term success.
Data-driven: Uses metrics (NPS, health scores, churn signals, adoption data) to guide actions.
Proactive: Spots risk early, identifies expansion opportunities, and stays ahead of customer needs.
Collaboration-oriented: Works seamlessly with Sales, Product, Operations, and Support.
Experience using CS or CRM tools (HubSpot ideally)
Benefits
Competitive Salary: We offer highly competitive salaries
Diverse and Inclusive Team: Join a dynamic and international team in excess of 8 nationalities. You'll have the chance to work with experienced professionals from around the world, fostering a rich learning environment.
Inspiring Mission: We are dedicated to revolutionizing business financing and making a positive impact on the European economy. Your work at INFINIT will have a lasting effect on businesses and communities.
Health and Well-being: Your health matters to us. You will have access to top-quality Medical & Mental Health Insurance.
Quality Time Together: We foster a sense of community with annual gatherings and bi-weekly office team gatherings. You're more than welcome to join us for quality time.
Personal Time Off: Enjoy flexibility with your personal time off.
Flexibility and Ownership: We trust our team and we are goal-oriented. Enjoy the flexibility of hybrid working 3 days a week in our Madrid office and 2 from home
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