Customer Success Manager [Remote]

Posted about 2 months agoViewed
North America, LATAMFull-TimeFinTech SaaS
Company:Notabene
Location:North America, LATAM
Languages:English
Seniority level:Entry, 1-3 years
Experience:1-3 years
Skills:
Customer SuccessSaaSAccount ManagementCRM
Requirements:
Prior working experience in Customer Success or Account Management in a the Cryptocurrency / FinTech / RegTech SaaS space or a complex technical market with experience managing your book of business Experience managing the full customer lifecycle including onboarding, adoption, retention and upsell Experience managing a range of clients from SMBs to Enterprise Experience contributing to the creation of Customer success processes and resources High emotional intelligence and some who is motivated by learning and problem solving Confident in creating and managing relationships with stakeholders at all levels and able to successfully communicate with a range of individuals. Thrive on working autonomously with an entrepreneurial mindset. Embody proactivity and happy rolling up your sleeves and getting stuck in Spanish speaking preferred (Nice to Have)
Responsibilities:
Owning the post-sales customer journey, including onboarding, adoption, renewal and upsell Establish, develop and maintain long-term relationships with stakeholders within assigned accounts and proactively identify and report on key customer health metrics Delivering expertise, education, and guidance to customers as they roll out their Travel Rule Compliance program Drive customer upsells by identifying, qualifying, and raising upgrade opportunities with the customer. Contributing to strategic decision making by sharing ideas and feedback on trends including competitor insights, customer needs, sales, product and marketing information and acting as the voice of the customer internally Maintain accurate customer records and notes in our CRM / CS tools (e.g., HubSpot, ChurnZero) Participate in On Call duty outside of office hours
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