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Bilingual Senior Customer Success Manager
1 month ago
CapIntel is a cutting-edge sales enablement platform that empowers enterprises to seamlessly bridge the gap between finance and technology.
Our MissionWe are on a mission to elevate finance and build wealth for all by helping advisors better support their clients, ensuring their future is secure.
Job DescriptionAs a Bilingual Senior Customer Success Manager, you will play a crucial role in helping our clients achieve their goals by providing exceptional support and guidance.
Key Responsibilities:
- Develop and execute customized success plans to meet client needs
- Provide timely and effective support to clients through various communication channels
- Collaborate with cross-functional teams to ensure seamless client onboarding and ongoing support
- Identify and capitalize on opportunities to upsell and cross-sell CapIntel's services
We are looking for a highly motivated and results-driven individual who is passionate about delivering exceptional customer experiences and driving business growth.
