1d ago

Sr. Client Success Manager

Connecticut

โœจ $100k-$140k / yearest.

full-timesenior Remotefinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll foster strong relationships with client accounts in the Banking & Insurance vertical, managing ongoing relationships and ensuring delivery of value-added solutions that drive revenue growth. You'll coordinate with internal teams to enhance client experience and support, ensuring service agreements are exceeded.

๐ŸŽฏ What You'll Do

  • Serve as post-sales support contact for customers.
  • Coordinate with Delivery, Onboarding, Implementation, and Customer Service teams.
  • Conduct Customer Value Touchpoints to document use cases and KPIs.
  • Identify and facilitate customer training needs for a diverse portfolio.

๐Ÿ“‹ Requirements

  • 5+ years of experience in sales, client service, or account management.
  • Proficient in SFDC, KPI, and BI Portal applications.
  • Strong knowledge of enterprise product line related to business unit solutions.
  • Excellent written and verbal communication skills for high-level documentation.

โœจ Nice to Have

  • Master's degree and certifications preferred.
  • 3-5 years of project management experience.

๐ŸŽ Benefits & Perks

  • ๐Ÿ’ฐ Generous PTO that increases with tenure.
  • ๐Ÿ‘ถ Up to 16 weeks paid parental leave after one year.
  • ๐Ÿ“š Education assistance and extensive training resources.
  • ๐Ÿค Do Good Program: paid volunteer days and donation matching.
  • ๐Ÿฅ Comprehensive medical, dental, and vision insurance for employees and families.

๐Ÿ“จ Hiring Process

Estimated timeline: 2-4 weeks ยท AI estimate

  1. 1Recruiter callยท 30 min
  2. 2Hiring manager interviewยท 45 min
  3. 3Offerยท 30 min
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