Customer Success Associate

Zogo•Austin, TX

1d•Hybrid

About The Position

Zogo is seeking a focused and highly-motivated Customer Success (CX) Account Manager to join their team in Austin, Texas. Zogo has reached over 250+ partnerships because of their fast-paced, team-oriented attitude. Their mission is to make finance fun, simple, and social while building meaningful relationships between financial institutions and their communities. The CX Account Manager will work closely with their financial institution (FI) partners to support and cultivate relationships, owning the partner lifecycle from start to finish and ensuring FI partners are satisfied with Zogo. This is a great opportunity to join an established yet expanding fintech company that is revolutionizing financial education. At Zogo, the goal is to empower users to reach their goals through financial education.

Requirements

3+ years prior experience managing clients in an Account Management, Customer Success, or similar setting.
Collaborative mindset, comfortable working closely with internal teams.
Passion for problem-solving, displaying a solutions-oriented approach to challenges encountered.
Ability to manage internal and external responsibilities simultaneously across operations and client relationships.
Confidence in prioritizing objectives based upon dynamic business goals.
Ability to draw concise, impactful insights from client interactions.
MS Word/Powerpoint required.
You thrive in a fast-paced and forward-thinking environment.
You are customer-oriented and are able to establish robust, long-lasting relationships with new and existing clients.
You are confident in adapting to changing requirements with the ability to manage multiple projects and client opportunities concurrently.
You have exceptional communication skills, strong organization, and negotiation techniques.
You work well on a team, and make an effort to make all individuals you work with feel respected and valued.

Nice To Haves

Prior experience with Excel and/or SQL strongly preferred.
Preferred working with SaaS products and/or products within the financial literacy space.
Preferred experience using GSuite, Hubspot, ClientSuccess (or CRM platforms in general).

Responsibilities

Serving as the primary point-of-contact to clients, facilitating product-related requests and building long-lasting relationships through regular touch points.
Leading new clients through onboarding processes for Zogo’s different products.
Identifying and leading upsell opportunities across Zogo’s client base.
Working with the Product team to ensure product developments align with clients' interests, guiding internal product decisions based on client feedback and needs.
Negotiating renewals to drive internal revenue targets.
Building partnership strategies to meet client and company goals.
Collaborating with the Sales team to identify new opportunities and strategies for generating revenue.