Customer Success Manager – Fidelity Private Shares
Fidelity•Salt Lake, UT
•Onsite
About The Position
Fidelity Private Shares is looking for an engaging, driven individual to join our team as a Customer Success Manager. This role will be part of the team that builds and maintains relationships with our clients—by helping them navigate Fidelity Private Shares (FPS), getting to know their business goals, and ensuring a smooth renewal process.
Requirements
- 3-5 years of experience working in a customer success or account management role in a B2B SaaS company or startup environment.
- Experience working with executive contacts.
- Experience securing renewals.
- Experience creating customer education and engagement plans.
- Excellent communication and relationship management skills.
- Passion for helping clients use the platform successfully.
- Eagerness to create FPS evangelists.
- Curious, driven, engaging, and tech-savvy.
Responsibilities
- Build and maintain relationships with clients.
- Help clients navigate Fidelity Private Shares (FPS).
- Understand client business goals.
- Ensure a smooth renewal process.
- Collaborate with product and development teams.
- Stay in close touch with the sales team.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
