Customer Success Manager
Nasdaq
Job Level
Mid-LevelSenior
Tech Stack
MySQLPHP
About the role
- Trusted partner to a portfolio of clients across the lending industry and related verticals.
- Guide customers through onboarding, implementation, engagement, and expansion.
- Monitor platform usage, identify opportunities for improvement, and partner with internal teams.
- Share client insights with technical stakeholders, spot upsell and cross-sell opportunities, and prepare data-driven reports.
- Assist Onboarding Specialist with implementation tasks, configure accounts, train users, and coordinate with external partners.
- Provide customer support, review API requests/responses, analyze customer data, and occasionally manage PHP code.
- Maintain proactive client communication, advise on best practices, and optimize client operations.
- Prepare reports highlighting improvement areas and flag emerging issues.
- Continuously refine onboarding and support procedures to deliver exceptional experience.
Requirements
- Customer-facing experience, ideally in a SaaS, fintech, or B2B environment.
- Curious, coachable, and eager to grow into a more technical role.
- Managed client relationships and supported users.
- Familiar with—or excited to learn—basic technical concepts like APIs, PHP, and MySQL.
- Experience with Microsoft Office, especially Excel; familiarity with Zoho CRM is an asset.
- Excellent verbal and written communication skills.
- Comfortable working independently, managing competing priorities, and jumping into new tasks.
- Responsive, exercise sound judgment, value inclusivity.
