Own Customer Success responsibilities for 30-40 Enterprise accounts (TCV ranging $50k-$500k)
Perform initial onboarding and ongoing training of customer accounts, ensuring strong adoption and ongoing engagement throughout the customer’s lifecycle
Facilitate customer contract renewal
Execute a comprehensive engagement and communications strategy that proactively maintains high customer satisfaction
Serve as the income & employment subject matter expert (SME) providing guidance and addressing challenges on the implementation of Truework and ongoing use of our service in their processes
Perform periodic customer success reviews that unpack account performance, track milestone progress, and expand the use of Truework throughout the account
Develop tools, processes and best practices to ensure customers are realizing the greatest possible value from Truework
Review customer usage patterns to gather insights, provide guidance and highlight risk
Serve as the primary interface to manage and resolve any critical issues with the help of the Technical Support and Operations team
Provide expert customer insights to Sales, Product Management, and Marketing to drive product improvements and growth
Exceed performance targets, including increasing net retention and growth of customer volume
Partner and strategize with Account Managers to identify and execute expansion opportunities
Requirements
3+ years customer success experience, preferably for a SaaS or financial services product
Proven ability to maintain highly valuable and outcome-based relationships with a diverse customer account base
Outstanding multi-task task management skills across a varied set of responsibilities
Passion for working with lenders and a desire to deeply understand the Truework Income benefits, use cases, and technical elements
Strong communication skills (written, verbal, presentation), with the ability to explain technical subjects to non-technical end user personnel in large enterprises
Ability to build credibility and trust by understanding and addressing customer requirements
Willing to travel periodically based on customer and business need