CUSTOMER SUCCESS ASSOCIATE
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About The Position
Zogo is currently seeking a focused and highly-motivated Customer Success (CX) Account Manager to join our team in Austin, Texas. Founded in 2018, Zogo has been on a remarkable journey in financial education, partnering with over 250 financial institutions and impacting more than 1.5 million users who have completed over 10 million education modules. Our 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 our 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 role is a great opportunity to join an established yet expanding fintech company that is revolutionizing financial education as we know it. In this role, you will serve as the primary point-of-contact to clients, facilitating product-related requests and building long-lasting relationships through regular touchpoints. You will lead new clients through onboarding processes for Zogo's different products, identify and lead upsell opportunities across Zogo's client base, and work with our Product team to ensure product developments align with our clients' interests. Additionally, you will negotiate renewals to drive internal revenue targets and build partnership strategies to meet client and company goals. Collaboration with the Sales team to identify new opportunities and strategies for generating revenue will also be a key part of your responsibilities. We are looking for someone who thrives in a fast-paced and forward-thinking environment, is customer-oriented, and can establish robust, long-lasting relationships with new and existing clients. You should be confident in adapting to changing requirements and managing multiple projects and client opportunities concurrently. Exceptional communication skills, strong organization, and negotiation techniques are essential for success in this role.
