CFRA Research

Independent research. Indispensable results.

Client Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 51-200Since 1994H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

53 days ago

Salary

$55K - $70K / year

Bachelor Degree1 yr expEnglish

Job Description

• Develop a deep understanding of your clients, including their objectives, needs, and working styles • Drive adoption of products/services • Monitor usage data to target inactive users • Maintain accurate users lists that reflect active users • Seek opportunities for growth, specifically with user adds, within existing accounts • Serve as the product expert for services within your client base • Conduct product trainings • Assist with inbound product and research related questions • Partner with Product to ensure client feedback is integrated into product enhancement roadmaps • Partner with Marketing on campaign strategies within existing accounts

Job Requirements

  • 1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
  • Previous experience servicing Wealth Management accounts is highly preferred
  • Previous experience in a Research environment is highly preferred
  • Hands-on experience with CRM tools (preferably Salesforce)
  • Collaborative work ethic and a goal driven individual
  • Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
  • A customer-centric mindset with a passion for helping clients succeed
  • Ability to prioritize tasks and manage multiple client requests
  • Strong problem-solving skills and a proactive approach to addressing client challenges.

Benefits

  • 20 days of Vacation
  • 8 Sick Days
  • 1 paid volunteer day
  • 10-11 Holidays a year
  • Health, Dental, & Vision Insurance
  • Company paid Life & Disability Insurance
  • Competitive Pay
  • Annual Performance Bonus
  • 401K Match

Related Job Pages

More Customer Success Manager Jobs

Customer Success Manager

Zilliant

Zilliant powers intelligent commerce for B2B companies with cloud-native pricing and sales software.

Customer Success Manager54 days ago
Full TimeRemoteTeam 201-500H1B Sponsor

Dynamic Customer Success Manager ensuring value from pricing SaaS solutions

CloudERP
United States

Senior Customer Success Manager

ProcessUnity

ProcessUnity is changing risk and compliance with next-gen Third-Party Risk and Cybersecurity Program Management tools.

Customer Success Manager54 days ago
Full TimeRemoteTeam 51-200H1B Sponsor

Senior Customer Success Manager enhancing customer relationships at ProcessUnity

United States
$105K - $125K / year

Principal Success Manager

Ontic

Leading global aerospace OEM, providing complex engineered parts & repair services in the defense and commercial market

Customer Success Manager54 days ago
Full TimeRemoteTeam 1,001-5,000Since 1974

Principal Success Manager guiding clients through their lifecycle post-sale.

SFDC
United States
$150K - $160K / year

Client Experience Specialist, SaaS

Machinio

The industry-leading platform for buying and selling machinery ⚙️

Customer Success Manager54 days ago
Full TimeRemoteTeam 51-200H1B No Sponsor

Client Experience Specialist role for Machinio's SaaS product support.

United States
$55K - $60K / year