Lazo

Customer Success Manager

• Customer Onboarding: Onboard new clients and guide them through the onboarding process.
• Ensure customers have a clear understanding of our platform and services.
• Assist clients in setting up their accounts and profiles.
• Relationship Management: Build and maintain strong and lasting relationships with clients.
• Be the primary point of contact for customer inquiries and concerns.
• Be responsible for generating community with our clients.
• Problem resolution: Promptly and effectively address customer inquiries, concerns and incidents.
• Collaborate with internal teams to solve complex customer problems.
• Commercial Portfolio Management: Monitor customers' progress and use of our services.
• Identify opportunities to promote or sell additional services (upselling/cross-selling).
• Help clients achieve their financial and legal goals through our platform.
• Feedback + improvement: Collect customer feedback and ideas to improve our services.
• Collaborate with product and development teams to improve the platform.
• Contribute to the development of best practices in customer success.

Customer Success Associate