Customer Success Manager supporting clients at a financial management platform. Driving client engagement and expansion opportunities in a rapidly growing fintech environment.
About the role
- Customer Success Manager helping customers achieve their goals through Coviance's technology. Building relationships and ensuring a seamless onboarding experience while monitoring account health.
Responsibilities
- Build and maintain strong relationships with customers
- Partner with customers to help them achieve their goals
- Lead onboarding and ensure a seamless experience
- Monitor account health and engagement
- Collaborate cross-functionally with Implementation, Sales, and Product
- Host customer training sessions and webinars
- Identify opportunities to expand services
Requirements
- 3+ years of experience in Customer Success, Account Management, or Relationship Management
- Excellent communication and relationship-building skills
- Strong organizational skills
- 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
- Hybrid flexibility and a team that truly supports one another
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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