Customer Success Manager
Company:Finalis
Location:USA
Languages:English
Seniority level:Middle, 2+ years
Experience:2+ years
Skills:
Business IntelligenceSalesforceJiraCommunication SkillsAnalytical SkillsProblem SolvingAttention to detailOrganizational skillsWritten communicationCustomer SuccessExcellent communication skillsAdaptabilityProblem-solving skillsAccount ManagementTeamworkFluency in EnglishVerbal communicationReportingClient relationship managementStrong communication skillsRelationship managementData management
Requirements:
Minimum 2+ years of relevant work experience as a customer success manager or relatable experience. Proficient in written and spoken English. Google Workspace experience. Excellent communication skills. Strong organizational skills. Ability to handle confidential information. Ability to work swiftly with a high sense of urgency and be comfortable with shifting priorities and deadlines. Self-starter, quick learner, highly organized with attention to detail. Ability to follow up and respond quickly. Flexible, patient, persistent, and have a team spirit attitude. Experience using Salesforce, Asana, and Customer Success platforms (e.g., Vitally) is a bonus.
Responsibilities:
Assume full responsibility for client success, including onboarding, training, adoption, and satisfaction. Cultivate strategic advisor relationships and optimize product/service utilization. Monitor industry trends, analyze developments, and identify opportunities/challenges. Communicate with senior management to understand customer needs. Manage customer success metrics and data, ensuring accurate records. Evaluate customer journey and assist clients in achieving goals. Analyze C-Sat/NPS surveys and provide actionable insights. Collaborate with sales/marketing to gather references and develop case studies.
