Customer Success Representative
3 months ago
**Job Summary**
The Customer Success Manager will be responsible for ensuring the success and satisfaction of our clients by building strong relationships, providing support, and driving value through our products or services.
**Duties**:
- Develop and maintain strong relationships with customers to understand their needs and ensure their success
- Serve as the primary point of contact for customer inquiries, issues, and escalations
- Collaborate with internal teams to address customer needs and deliver solutions
- Conduct regular check-ins with customers to review product/service performance and gather feedback
- Utilize Salesforce or similar CRM tools to track customer interactions and manage accounts effectively
- Analyze customer data to identify trends, opportunities, and areas for improvement
- Provide product demonstrations, training, and onboarding sessions as needed
- Assist in upselling or cross-selling additional products or services to existing customers
**Qualifications**:
- Proven experience in project management, customer service, or account management
- Familiarity with Salesforce or other CRM platforms
- Knowledge of financial services industry is a plus
- Excellent communication skills with the ability to effectively market products/services and communicate with clients
- Strong ability to analyze data and derive insights to enhance customer relationships
- Experience working in a SaaS environment is preferred
Pay: $33.00-$34.00 per hour
Expected hours: 40 per week
Work Location: In person
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