Customer Success Manager
Posted 12ds ago
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Job Description
Customer Success Manager responsible for client satisfaction and product adoption at Forma, a flexible benefits software company. Collaborating with teams to resolve issues and improve customer experience.
Responsibilities:
- Manage a portfolio of 30+ commercial and enterprise customer accounts, focusing on ensuring their success and satisfaction with our products/services.
- Serve as the primary point of contact for customers, building strong, lasting relationships and understanding their needs and objectives.
- Drive product adoption and ensure customers are leveraging our products effectively to achieve their goals.
- Conduct regular business reviews, providing insights and metrics to track customer success and identify areas for improvement.
- Collaborate with support, operations, and product teams to address customer requests and enhance their experience.
- Own account administration for your book of business, including: keeping CRM up to date, communicating to customers regarding contracting, invoicing, and product changes.
- Gather and analyze customer feedback to identify trends and areas for product/service improvements, sharing insights with internal teams
- Work closely with the Account Management team to ensure smooth transitions for renewals and help grow existing business by providing them with qualified leads.
- Be a team player: participate in team meetings, training sessions, and key initiatives to improve overall CS efficiency and deliver an exceptional customer experience.
Requirements:
- 2-5 years of experience in customer success, account management, business development or a related customer-facing role.
- Strong interpersonal and communication skills, with the ability to build rapport and trust with customers.
- Excellent problem-solving abilities and a proactive approach to addressing customer needs.
- Ability to work collaboratively with cross-functional teams, including support and operations.
- Highly organized with strong time management skills and the ability to manage multiple accounts and priorities simultaneously.
- Familiarity with Salesforce or other customer success tools is a plus.
- A customer-centric mindset with a passion for delivering exceptional customer experiences.
- Ability to handle and deescalate challenging situations with professionalism and empathy.
Benefits:
- Remote-first working environment
- Medical, dental and vision insurance plans
- Employee wellness program
- Home Productivity program
- Team building program
- 401(k) savings plan
- Flexible PTO policy
- 12 weeks Parental Leave + 4 additional weeks for the Birthing Parent

















