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🧭 Full-Time
💸 90000.0 - 110000.0 USD per year
🔍 Estate Planning
🏢 Company: Vanilla Technologies
- 5+ years of total experience in roles such as Customer Support, Customer Experience, or Account Management.
- 3+ years experience in financial services or wealth management.
- Proven success in customer retention & expansion, with a track record of increasing engagement and driving revenue growth.
- Strong problem-solving skills with the ability to manage escalations effectively and turn challenges into positive experiences.
- Experience with process improvement—you thrive on optimizing tools and workflows for scalability.
- Exceptional communication & interpersonal skills—you can build strong relationships with customers and internal teams.
- Analytical mindset—you use data to track success metrics, measure customer health, and identify areas for improvement.
- High emotional intelligence & empathy—you understand customer needs and advocate for them effectively.
- Tech-savvy & adaptable—you quickly learn new software tools and can train others effectively.
- Ability to thrive in a fast-paced, high-growth environment—you’re proactive, self-motivated, and eager to make an impact.
- Guide customers from onboarding through long-term adoption, ensuring they achieve their business goals with Vanilla’s solutions.
- Create and manage Customer Success Plans (for simple accounts) and Strategic Customer Account Plans (for complex accounts) that outline customer goals, key metrics, and opportunities for growth.
- Own the renewal process, identifying expansion opportunities and mitigating potential churn.
- Act as the voice of the customer, gathering insights and collaborating with Product, Sales, and Support teams to improve customer experiences.
- Implement and refine tools and processes that enhance customer engagement, track client health scores, and improve overall satisfaction.
- Work closely with Sales, Product, and Leadership to align customer needs with company strategies.
- Contribute to a company-wide mindset that prioritizes customer obsession and long-term relationships.
SalesforceFinancial ManagementCommunication SkillsAnalytical SkillsCustomer serviceRESTful APIsProblem-solving skillsAccount ManagementClient relationship managementData visualizationProcess improvementCRMFinancial analysisData analyticsCustomer supportCustomer SuccessSaaS
Posted 1 day ago
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