Customer Success Manager

The job overview for this role is to ensure that customers are maximizing the value they receive from Loop's services. The Customer Success team is responsible for client onboarding, training, support, and renewals. They play a key role in identifying business opportunities, improving products, and enhancing customer experience. Collaboration with other teams, such as Sales, Product, and Data Science, is essential in achieving these goals.

• Ensure customers are receiving value from the service through product adoption and overall customer satisfaction
• Customer onboarding (2-3 month process) including gathering of required documents, 3rd party credentials, and customer requirements and validation testing
• Attending customer mid-point check-ins and final reviews with the goal of converting pilots into contracts
• Support customers through managing disputes, claims, and other exceptions related to billing and payment transactions
• Bring the voice of the customer to the product development team
• Understand how customers are using the product and find ways for them to use it more effectively and increase ROI
• Drive regularly scheduled check-ins, QBRs with customers while monitoring client satisfaction
• Identify new business opportunities and develop account plans for ensuring customer retention and expansion

• Ensure customers are receiving value from the service through product adoption and overall customer satisfaction
• Customer onboarding (2-3 month process) including gathering of required documents, 3rd party credentials, and customer requirements and validation testing
• Attending customer mid-point check-ins and final reviews with the goal of converting pilots into contracts
• Support customers through managing disputes, claims, and other exceptions related to billing and payment transactions
• Bring the voice of the customer to the product development team
• Understand how customers are using the product and find ways for them to use it more effectively and increase ROI
• Drive regularly scheduled check-ins, QBRs with customers while monitoring client satisfaction
• Identify new business opportunities and develop account plans for ensuring customer retention and expansion

• Premium Medical, Dental, and Vision Insurance plans
• Insurance premiums covered 100% for you
• Unlimited PTO
• Fireside chats with industry leading keynote speakers
• Off-sites in locales such as Napa and Tahoe
• Generous professional development budget to feed your curiosity
• Physical and Mental fitness subsidies for yoga, meditation, gym, or ski memberships