Client Success Manager

We’re looking for passionate and creative Client Success Manager to help us scale and supercharge the company. If you’re looking for autonomy, impact and cutting-edge FinTech, we’d love to hear from you. The Client Success Manager (CSM) is responsible for supporting, facilitating, and implementing a seamless client onboarding while supporting a strong sense of partnership between the company and its clients. This is a full remote position in the US.

Responsibilities:

• Own, manage, and optimize client experience post-sale, including onboarding and relationship management.
• Ensure client relationships are progressing in a positive and timely manner while maintaining open lines of communication.
• Proactively communicate about onboarding challenges internally while continuously improving the process   
• Assist clients in aligning, tracking, and achieving their desired goals and objectives.
• Design and execute usage, retention, and upsell opportunities.
• Assist in the optimization and automation of the onboarding playbook.
• Perform other related duties as assigned.

Job requirements:

• Excellent written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Strong problem solving, analytical skills, and skills.
• Technical experience a huge plus.
• Confidence and professionalism when communicating with client stakeholders at all levels of the organization.
• Thorough understanding of SaaS, FinTech, and platform products.
• Ability to thrive in the fast-paced, dynamic environment of a collaborative start-up.
• Excellent time management skills with a proven ability to meet deadlines.
• 4+ years of applicable experience in customer success, technical support or account management. Onboarding experience a plus.