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Customer Success Analyst, Mid-level
F360Customer Success Analyst managing client lifecycle at F360, ensuring retention and expansion through strategic guidance. Engaging clients and providing solutions with SaaS tools for financial management.
About the role
Key responsibilities & impact- Strategically manage the customer lifecycle;
- Translate usage data into actionable plans;
- Ensure customer retention and expansion;
- Act as a liaison between Customers, Product and Sales;
- Lead results meetings (QBRs);
- Monitor, engage, and guide customers toward success;
- Propose solutions and deliver training;
- Follow up on the progress of customer projects;
- Gather feedback on the product or service;
- Execute upsell and cross-sell opportunities at the appropriate time;
- Track performance metrics and use them to manage the customer portfolio;
- Drive customer retention.
Requirements
What you’ll need- Bachelor's degree in Business Administration, Financial Management or related fields;
- Strong experience in Customer Success;
- Experience in negotiation and sales;
- Experience working at a SaaS company;
- Experience in startups;
- Direct experience in Customer Success for financial management systems;
- Experience with retail clients.
Benefits
Comp & perks- Flexible meal voucher on Flash card
- Transportation voucher or mobility allowance
- Health insurance
- Starbem
- TotalPass
- Partnership with SESC
- Childcare assistance
- Day off on your birthday
- Internal training program
- Partnerships with educational institutions
- Home office allowance
- Hybrid work model
- Collaborative, relaxed work environment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer lifecycle managementdata analysiscustomer retention strategiesupsellingcross-sellingperformance metrics trackingcustomer project managementtraining deliverynegotiationsales
Soft Skills
communicationleadershipinterpersonal skillsproblem-solvingcustomer engagementcollaborationfeedback gatheringstrategic planningguidancerelationship management
Certifications
Bachelor's degree in Business AdministrationBachelor's degree in Financial Management