Customer Success Manager enhancing client relationships in mortgage technology company. Leveraging CRM expertise to elevate customer satisfaction and drive long-term success.
Responsibilities
Build strong, proactive relationships with customers to ensure their satisfaction and long-term success.
Proactively cross-sell and upsell products and services to existing clients, identifying opportunities to expand relationships and increase revenue.
Regularly meet with Polly customers to discuss their needs, encourage adoption and usage of the platform, and check in on overall satisfaction.
Track customer health metrics and KPIs to identify potential risks or opportunities early, address them directly, and report on customer status, risks, and opportunities each month.
Compose thoughtful, personalized responses for a variety of customer requests, ensuring client satisfaction and retention.
Lead renewal motion.
Lead customer training sessions and work closely with stakeholders to ensure they fully understand and maximize their Polly platform.
Work with cross-functional teams to contribute to a seamless and positive customer experience.
Share customer insights and feedback with internal teams to help drive ongoing improvements.
Provide support for customers with urgent or escalated issues by gathering necessary information, triaging tickets, and guiding them through internal Polly processes.
Actively monitor and analyze customer feedback to identify actionable insights for improving the customer experience.
Assist with handling escalations by addressing organizational challenges raised by customers and working toward resolutions.
Requirements
5+ years in a customer success or adjacent roles (support, account management, project management, etc.,)
Excellent customer relationship management, team leadership and development, project management, and communication skills.
Demonstrated ability to collaborate and work effectively across internal teams and in a highly action oriented and collaborative organization.
Strong technical skillset; experience with a high growth firm.
History of establishing best practices.
A passion for customers and service delivery.
A hands-on approach and willingness to dive into the details and lead the team by example.
Benefits
Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions.
Comprehensive Health Coverage: Enjoy 100% company-paid medical, vision, dental, disability, and life insurance, granting peace of mind.
Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy—because we trust you to balance work and life.
Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.
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