Client Success Manager
New
D
DailyPayFintech, SaaS
US-RemoteFull-TimeMiddle
Salary$76K - $114K; $76K – $114K • Offers Equity • Multiple Ranges; New York City: $88K – $114K • Offers Equity; Remote, Standard: $76K – $98K • Offers Equity; Remote, Premium: $80K – $103K • Offers Equity
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Job Details
- Experience
- 1–3 years
- Required Skills
- Data AnalysisSalesforceSaaSAccount ManagementCRM
Requirements
- 1–3 years of experience in client success, account management, or customer support.
- Experience in a SaaS or fintech environment preferred.
- Proficiency in CRM systems (Salesforce or Gainsight preferred).
- Foundational ability to interpret data dashboards and use metrics.
- Proven ability to resolve routine to semi-complex issues independently.
- Strong written and verbal communication skills.
- Bachelor’s degree in Business, Communications, or a related professional field.
- Ability to learn new internal financial and communication tools quickly.
Responsibilities
- Manage a high-volume portfolio of xSME accounts using one-to-many communication strategies.
- Drive product and feature adoption by educating clients on value propositions.
- Resolve client concerns and technical hurdles independently or via escalation.
- Monitor client health scores to identify at-risk accounts.
- Support final stages of client onboarding to ensure successful transitions.
- Identify and document common client pain points and feature requests.
- Execute standardized renewal processes to maintain high retention rates.
- Maintain proficiency in CRM and client success tools for data tracking and reporting.
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