Customer Success Manager
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Job Description
Customer Success Manager at Kadince, providing support for financial professionals remotely. Responsible for onboarding and ensuring customer satisfaction while helping them use software tools effectively.
Responsibilities:
- Provide exceptional customer support and onboarding for financial professionals
- Assist customers in using the software effectively
- Review emails and respond to customer requests
- Log customer interactions in Salesforce
- Work collaboratively with team members and clients
- Set and meet KPIs for customer satisfaction
Requirements:
- At least 1 year of experience working in the financial industry
- Experience with community involvement, CRA, complaints, or marketing
- Compassionate with a lot of empathy
- Self-starter who doesn’t need every moment of the day planned
- Desire to improve listening and teaching skills
Benefits:
- Competitive pay
- 401(k) matching
- Generous paid leave
- Insurance (medical, dental, vision, life, short-term disability)
- Flex spending account
- Celebrations for birthdays and work anniversaries
- Fun gifts for team members
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