Customer Success Manager
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Job Description
Customer Success Manager overseeing post-sale client training and relationship management for a financial technology platform. Ensuring client retention and identifying expansion opportunities in a remote setting.
Responsibilities:
- Lead structured onboarding and training for new clients, ensuring they understand the platform setup, core workflows, and data integrations.
- Conduct ongoing training for existing clients when new features are launched or when adoption gaps are identified.
- Run weekly or bi-weekly cadenced meetings with large account stakeholders, proactively identifying issues and expansion opportunities.
- Translate customer feedback into actionable product requirements and communicate them effectively to the product and engineering teams.
- Create and maintain self-service documentation, FAQs, and training resources to support client autonomy and reduce support tickets.
Requirements:
- Experience in customer success or account management, particularly in a SaaS or financial technology environment.
- Strong ability to facilitate training sessions and support clients across different workflows and product features.
- Experience using CRM tools such as HubSpot or Salesforce to manage account data and track engagement.
- Excellent communication skills, both written and verbal, with the ability to adapt to different audiences (executives, technical teams, end-users).
- Experience gathering client feedback and working cross-functionally with product and engineering teams to drive product improvements.
Benefits:
- Competitive salary in USD
- Remote-first flexibility. Work from anywhere.
- A monthly flexible benefits budget, in addition to your salary.
- PTO and paid U.S. holidays
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