Customer Success Manager
About The Position
Centage is looking for a high-energy, organized, and ambitious CSM to join our growing B2B SaaS company’s mission to bring innovative financial technology to the market. Your focus will be on customer loyalty and growth, through building long-term client relationships and helping them achieve their goals with our FP&A platform. At Centage, our top priorities are teamwork, collaboration, and learning while putting the customer first. We believe in career advancement and have a track record of promoting top performers from within. In this position, you will have the chance to advance your skills in customer relationship management and customer experience by joining a modern, world class, and innovative organization.
Requirements
- 3 to 5 years’ experience in account management, customer success, and/or consulting preferably in the FinTech space
- Strong email and phone communication skills; able to process a high volume of time-sensitive requests with urgency and efficiency
- Strong organizational skills; self-starter and highly accountable; project management skills
- Ability to seek out value proposition by customer use case
- Desire to further a career in customer success
Nice To Haves
- General understanding of basic accounting principles and financial reporting
- Knowledge of Salesforce, Zendesk, Pendo and/or other CRM system
Responsibilities
- Define account plan and communication cadence with clients to drive retention, growth, product adoption, and engagement
- Work with our Sales team in renewal negotiations
- Track customer activity in Salesforce, Zendesk, Wrike and Pendo
- Project manage the onboarding of new clients, in collaboration with our Consulting and Integration teams
- Demonstrate thorough knowledge of Centage solutions and values
- Customer advocate throughout customer lifecycle
Benefits
- $1,000 education budget
- Start-up environment with a proven playbook
- Company-paid health, dental, and vision insurance
- Medical and dependent care flexible spending accounts
- Company Short Term Disability coverage
- Company-paid Life and AD&D coverage with option to purchase additional coverage
- Open PTO policy
- 9 paid public holidays each year
- 401(k) matching plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
