Salary
💰 $80,000 - $95,000 per year
About the role
- Seamlessly transition customers from onboarding to long-term adoption and manage customer lifecycle
- Focus on growing installed base revenue through cross-sells, upsells, and renewals
- Conduct training sessions, regular cadence calls, and Executive Business Reviews (EBRs)
- Develop and maintain Success Plans and create/track shared KPIs for retention and growth strategies
- Collaborate with sales, professional services, support, underwriting, marketing, and product teams to represent customer needs
- Partner with Customer Care to maintain visibility into customer issues and act as advocate for high-severity requests
- Drive cross-functional resolution efforts and propose scalable enhancements to the customer journey
- Identify and analyze multi-client issues to forecast potential churn risks
- Report to the Director of Customer Success and serve as strategic advisor to customers
Requirements
- 5+ years of experience in Customer Success or Account Management roles within SaaS-based companies
- Proven track record managing high ARR customers in the Fintech industry
- Demonstrated experience managing strategic accounts and engaging with C-level executives
- Strong presentation skills with a history of delivering compelling proposals and reviews to senior leadership
- Bachelor's Degree in Business, Marketing, Communications, Economics, or related field
- Knowledge of strategic account management methodologies and best practices
- Proficiency in creating and delivering high-impact presentations to diverse audiences, including C-suite executives and decision-makers
- Customer Obsession: focus on customer needs and business impact
- Strategic Thinking and Relationship Building skills
- Analytical acumen and data-driven mindset
- Industry expertise in payments landscape, ERP systems, and financial technology trends
- Problem-solving and leadership abilities
- Adaptability to fast-paced, evolving industry