Golden Pear Funding

Customer Success Manager, SaaS Implementation

Golden Pear Funding

full-time

Posted on:

Location: Arizona, California, Colorado, Pennsylvania, Washington • 🇺🇸 United States

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Salary

💰 $70,000 - $85,000 per year

Job Level

Mid-LevelSenior

About the role

  • Act as the primary point of contact for assigned clients, providing exceptional support and guidance throughout their journey with our platform.
  • Oversee the implementation and configuration of our SaaS solutions, ensuring seamless integration with clients' existing workflows.
  • Develop and maintain deep knowledge of our platform to effectively address client inquiries, troubleshoot issues, and offer strategic advice.
  • Conduct regular check-ins with clients to review their usage, assess satisfaction, and identify opportunities for further engagement and optimization.
  • Collaborate with cross-functional teams, including Sales and Product, to address client needs and drive continuous improvement.
  • Develop and deliver training sessions and educational materials to help clients maximize the value of our platform.
  • Monitor and report on key performance metrics, including customer satisfaction, usage patterns, and renewal rates.
  • Proactively identify and address potential risks to client satisfaction and retention, implementing solutions to mitigate those risks.

Requirements

  • Proven experience in SaaS software implementation, account management and platform configuration.
  • Background in community health work is a plus.
  • Strong problem-solving skills and ability to handle complex client issues effectively.
  • Excellent communication and interpersonal skills, with a customer-centric approach.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.
  • Proficiency in relevant software tools and platforms, including CRM systems.
  • Bi-lingual English/Spanish preferred.
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