Client Success Manager

Posted 2024-11-07

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💎 Seniority level: Manager, 3-5 years

📍 Location: United States

🔍 Industry: Financial technology

🏢 Company: K1X

⏳ Experience: 3-5 years

🪄 Skills: LeadershipData AnalysisCross-functional Team LeadershipData analysisCommunication SkillsAnalytical SkillsCollaborationNegotiation

Requirements:

3-5 years of experience in Client Success, Account Management, or a similar role.
Previous experience in a startup environment is highly preferred.
Strong background in financial technology or enterprise-level tech companies.
Strong experience with client success software such as Gainsight and Hubspot.
Proven experience with deal-making, negotiations, and managing client relationships in a revenue-driven environment.
Ability to solve complex problems and provide data-driven insights.
Experience with data analytics tools, CRMs, or client reporting systems.
A growth mindset with a drive to advance in your career and adapt in a fast-growing company.
Excellent communication and interpersonal skills, with the ability to influence key stakeholders.

Responsibilities:

Serve as the primary contact for a portfolio of clients, ensuring they derive maximum value from our product.
Proactively manage client relationships, enabling maximum adoption, minimizing risk, securing retention and identifying areas for client growth.
Understand clients’ business goals and generate tailored success plans to optimize client ROI.
Lead negotiations and support the close of renewals and upsell opportunities.
Work closely with the sales team to identify and act on cross-selling opportunities.
Collaborate with the product and engineering teams to advocate for clients’ needs and provide feedback on product enhancements.
Monitor and analyze client data to ensure optimal usage and additional product engagement, providing actionable insights.
Solve complex business challenges by leveraging a deep understanding of both financial and technical systems.

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Client Success Manager

Requirements:

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