Client Success Manager

We provide technology that community financial institutions use to manage risk and drive growth. Our solutions automate key processes, empowering our customers by addressing their Enterprise Risk Management needs. We are seeking a highly motivated and customer-centric individual to join our team as a Client Success Manager.

Requirements

• Develop a deep understanding of our clients' business objectives, challenges, and pain points.
• Serve as the primary point of contact for assigned clients, maintaining regular communication, and providing timely responses to inquiries and requests.
• Proactively engage with clients to understand their evolving needs and identify opportunities for upselling or cross-selling our products and services.
• Collaborate with internal teams, including Sales, Product, and Support, to ensure seamless delivery of solutions to clients.
• Onboard new clients, ensuring a smooth and successful implementation process.
• Conduct regular success reviews with clients to track their progress, address any concerns, and identify areas for improvement.
• Provide training and support to clients, helping them maximize the value they derive from our products and services.
• Monitor client usage and engagement metrics, analyzing data to identify trends and patterns, and proactively addressing any potential issues.
• Serve as a client advocate within the company, providing feedback and insights to influence product development and enhancements.
• Stay up-to-date with industry trends and developments to anticipate client needs and provide strategic guidance.
• Identify referral opportunities and expand client reference base.

Benefits

• Market competitive total rewards package
• Flexible PTO and bank holidays
• 401(k) plan and company match
• Competitive salary along with full health benefits with an HSA option
• We are an equal opportunity employer