Trullion

Customer Success Manager, Scaled Accounts

Trullion

full-time

Posted on:

Origin:  • 🇺🇸 United States • New York

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Salary

💰 $95,000 - $115,000 per year

Job Level

JuniorMid-Level

About the role

  • As the Customer Success Manager for Scaled Accounts, you will fully own the relationship with a large portfolio of small-to-medium sized accounts. From onboarding through implementation and renewals, you will be responsible for the client life cycle of your book of business. You will help develop and implement a long-term strategic plan for clients at scale, ensuring that these clients continue to receive stellar support and value. Lastly, you will work cross-functionally with other teams at Trullion to surface customer feedback and facilitate growth opportunities and product enhancements when relevant. Responsibilities: Onboard and train new clients to Trullion’s system. Drive high retention rates within your book of business. Execute a client engagement strategy for small-to-medium size accounts, at scale. Organize quarterly webinars for mid-market accounts. Partner with other teams to surface customer feedback and ensure client satisfaction.

Requirements

  • 2+ years of experience in an account management role at a fast-growth B2B SaaS company, ideally in FinTech. Bachelor's degree required. Finance or accounting background is a plus. Exceptional interpersonal and communication skills with a strong ability to build trust. A consultative approach to problem-solving and relationship management. Technical proficiency with CRM tools is required, and experience with SaaS platforms or other accounting tools is a plus. Ability to work onsite at the NYC office 4 days per week.