Formations

Customer Success Manager

Formations

full-time

Posted on:

Location Type: Hybrid

Location: Kirkland • Washington • United States

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Salary

💰 $68,000 - $75,000 per year

About the role

  • Manage all aspects of customer adoption and lifecycle milestones, including ensuring renewals, identifying opportunities for expansion, and upsell for our customers
  • Support efforts to mine and develop an understanding of customer feedback and drive the closed-loop process.
  • Help maintain above-industry-average retention rates.
  • Utilize Hubspot (CRM) for managing customer information, customer tasks, and preparing value-based content
  • Ensure financial health of client while ensuring compliance in all areas
  • Set expectations, develop and communicate the implementation project timeline, and defines the onboarding process.
  • Advocate customer needs/issues cross-departmentally.

Requirements

  • 2+ years in customer success, customer experience, project management, account management, or equivalent history in a customer service role.
  • Excellent customer management and project management abilities
  • Impeccable written and verbal communication skills.
  • Detail-oriented and analytical.
  • Strong team player; thrives in a multi-tasking environment and can adjust priorities on the fly.
  • Experience with Microsoft Office Products
  • Comfortable using and learning new technologies
  • CRM experience (or something similar) strongly preferred.
Benefits
  • Full Medical, dental vision
  • Generous parental leave
  • Life insurance
  • 401K plan including employer matching. Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions.
  • Equity- Formations offer every EE to be an owner. As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years
  • Formations encourages employees to give back with paid volunteer time of up to 16 hours a year.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer successcustomer experienceproject managementaccount managementCRManalytical skillsdetail-oriented
Soft skills
customer managementwritten communicationverbal communicationteam playermulti-taskingadaptability