Customer Success

QuantifindCharlotte, NC
$100,000 - $145,000Hybrid

About The Position

In this role, you will become a key member of a growing and close-knit team with the responsibility to ensure Quantifind delivers high quality solutions enabling our clients to achieve their goals. You will work closely with the Customer Success, Product, Data Science, Engineering and Sales Teams to ensure Quantifind meets its customer commitments within project and contractual timelines. As a Customer Success Manager at Quantifind, you will be at the forefront of driving client satisfaction and success within the realm of large, complex financial institutions. You will leverage your considerable expertise in managing enterprise customer relationships to ensure that our high-value clients derive maximum value from our advanced AI-driven solutions. Your role will involve not only maintaining but enhancing strategic relationships, ensuring seamless onboarding, and delivering exceptional support throughout the client lifecycle.

Requirements

  • SaaS Customer Success Professional with 5-10 years of experience.
  • High emotional intelligence (EQ).
  • Ability to effectively engage with stakeholders at all levels.
  • Natural ability to inspire and lead cross-functional teams, driving them toward achieving strategic customer objectives.
  • High attention to detail, planning expertise, and execution.
  • Ability to present complex ideas, processes and methodologies in a clear and concise fashion to technical, non-technical and executive stakeholders.
  • Ability to adapt, to be flexible, and to learn quickly in a dynamic environment.
  • Customer presentation skills and ability to help customers understand how to leverage SaaS products to solve their problems.
  • Empathize with clients and embrace the role of client advocate within your own organization.
  • Innately curious and highly self-motivated.
  • Minimum of a Bachelor’s degree with a major in Financial compliance, or STEM Field.
  • 5+ years of experience working with banking or financial services customers.
  • Great communicator across a variety of business, executive, and technical audiences.
  • Excellent organizational skills and excel at task management and prioritization.
  • Technically savvy and experienced in training and/or supporting enterprise software tools for enterprise customers.
  • Passionate about solving customer needs, and able to set and manage customer expectations.
  • Team player and a creative problem solver with high attention to detail.

Nice To Haves

  • A Master’s degree is a plus.

Responsibilities

  • Ensure Quantifind delivers high quality solutions enabling clients to achieve their goals.
  • Work closely with Customer Success, Product, Data Science, Engineering and Sales Teams to ensure Quantifind meets customer commitments within project and contractual timelines.
  • Drive client satisfaction and success within large, complex financial institutions.
  • Manage enterprise customer relationships to ensure high-value clients derive maximum value from advanced AI-driven solutions.
  • Maintain and enhance strategic relationships.
  • Ensure seamless onboarding.
  • Deliver exceptional support throughout the client lifecycle.

Benefits

  • Competitive salary
  • Company Equity
  • Exceptional benefits package
  • Flexible Vacation & Paid Time Off
  • Employer-matched 401(k) plan
  • A fun environment where work-life balance is valued
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