Associate Customer Success Manager
New
T
Total ExpertFinancial Services
Remote, USFull-TimeMiddle
Salary$65,000 - $75,000 annually
Apply NowOpens the employer's application page
Job Details
- Experience
- 1–2 years
- Required Skills
- Data AnalysisCustomer SuccessSaaSAccount Management
Requirements
- 1–2 years of client-facing experience (Customer Success, Account Coordinator, Support, etc.)
- Interest in developing a long-term career in Customer Success
- Strong communication skills with the ability to lead customer conversations
- A customer-first mindset with a genuine interest in helping customers achieve meaningful outcomes
- A proactive approach to account management with the ability to anticipate customer needs and identify risks
- Strong sense of urgency, ownership, accountability, and follow-through
- Excellent organizational and time-management skills with the ability to manage multiple customers and priorities simultaneously
- Ability to prepare thoroughly for customer meetings and translate account data into meaningful insights
- Strong technical aptitude and curiosity to independently troubleshoot challenges and build platform expertise
- Mortgage, banking, financial services, or fintech experience preferred
Responsibilities
- Own a defined portfolio of Tier 4 customers and serve as the primary point of contact
- Build strong customer relationships by developing an understanding of each customer's business objectives, priorities, challenges, and desired outcomes.
- Lead recurring customer touchpoints, strategic conversations, success planning, and business reviews.
- Maintain accurate and timely customer documentation, success plans, risks, action items, and account activity within the Customer Success platform.
- Monitor customer health, product usage, engagement, sentiment, and other account signals to proactively identify risks and opportunities.
- Develop and execute action plans to address customer risk, improve engagement, and drive stronger adoption and outcomes.
- Drive product adoption through proactive outreach, education, training, best-practice guidance, and recommendations aligned to customer goals.
- Own renewal conversations and execute retention strategies across your portfolio, escalating risks early and engaging the appropriate internal partners when needed.
- Identify opportunities for account growth and expansion based on customer needs, business objectives, and product fit.
View Full Description & ApplyYou'll be redirected to the employer's site
