Customer Success Manager

Customer Success Manager

45,000-55,000k

My client is a thriving, quirky B2B fintech brand with such an energetic and supporting culture it’s so refreshing! If you’re looking for a role where you have the freedom to manage your own clients and keep them engaged by promoting and upselling new products get in touch.

I’m looking for a customer success manager to manage clients within financial services, from either banks, technology providers or B2B service providers.

Your responsibilities will include:

• Develop existing engagement strategy for their global clients.
• Onboard new clients and help client users get the most of the platform
• Manage ongoing client relationships at a strategic level, including regular account reviews, briefings on industry trends, communicating product updates.
• Administer top tier client accounts day to day, including being the primary point of contact and handling requests for content and seat changes
• Support the sales team in renewal and upsell conversations, including identifying opportunities to upsell licences to existing accounts

Requirements

• 4+ years’ experience in a customer success role
• Ideally, a background in financial services
• Experience of people management or at minimum mentoring
• Excellent customer service skills.
• Proven experience in data analytic tools and reporting output.
• Demonstrable evidence of track record of account management and sales