Customer Success

QuantifindCharlotte, NC
Hybrid

About The Position

Quantifind is seeking a Customer Success Manager to join their growing team. This role is crucial in ensuring Quantifind delivers high-quality solutions that enable clients to achieve their goals. The Customer Success Manager will collaborate closely with Customer Success, Product, Data Science, Engineering, and Sales Teams to meet customer commitments within project and contractual timelines. The position involves managing enterprise customer relationships, ensuring seamless onboarding, and delivering exceptional support throughout the client lifecycle for large, complex financial institutions. The role focuses on driving client satisfaction and success by helping them derive maximum value from Quantifind's AI-driven solutions.

Requirements

  • SaaS Customer Success Professional with 5-10 years of experience.
  • High emotional intelligence (EQ).
  • Ability to engage with stakeholders at all levels.
  • Ability to inspire and lead cross-functional teams 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, be flexible, and learn quickly in a dynamic environment.
  • Customer presentation skills.
  • 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 its customer commitments within project and contractual timelines.
  • Drive client satisfaction and success within large, complex financial institutions.
  • Manage enterprise customer relationships.
  • Ensure seamless onboarding of clients.
  • Deliver exceptional support throughout the client lifecycle.
  • Enhance strategic relationships with clients.
  • Help customers understand how to leverage SaaS products to solve their problems.
  • Act as a client advocate within the organization.

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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