Customer Success Manager (Kirkland, WA Hybrid)

Formations Corp•Kirkland, WA

4d•$68 - $75•Hybrid

About The Position

Formations is a Seattle-based startup reimagining financial management for self-employed professionals. If you’ve ever run your own business or know someone who has, then you know it’s challenging enough without the added pressure of having to become an expert in taxes, accounting, and financial planning. Instead of being rewarded for taking the entrepreneurial risk of striking out on their own, the independent workforce in the U.S. forgoes almost all the benefits afforded to full-time corporate employees and gets hit with a self-employment tax to boot. That’s where we come in. Formations is developing the first comprehensive product to automate business incorporation, expense tracking, payroll, and benefit allocations. With our technology and team of financial experts by their side, self-employed professionals will have the playbook and tools needed to focus on growing their business while saving thousands on annual taxes, achieving financial well-being, and securing their futures through better financial decision making. Our customers are our most valued asset, and developing a strong relationship is paramount to our success. The Customer Success Manager (CSM) will act as a trusted advisor to their portfolio of clients as they manage the full customer lifecycle management and be actively involved in all phases of the customer’s journey with Formations, including customer onboarding, adoption, quarterly business reviews, customer renewals, and customer health initiatives. The CSM will be relentlessly customer-centric while managing the needs of the business and possess excellent written and verbal communication, project management, and customer success skills. You are committed to providing an excellent, value-focused customer experience. Basic accounting knowledge is a plus. Skills and Traits: You are comfortable framing discussions around achieving goals and objectives. You are comfortable working with customers to effectively leverage services and technology solutions and helping them find value in the service we provide. You are a lifelong learner. You take a consultative approach and have collaborative nature when solving problems; you enjoy building relationships. You have the training, onboarding, and/or implementation experience You are naturally curious and a self-starter Willingness to act as customer voice and champion to internal stakeholders An overall team player willing to jump and support wherever possible across all functional areas of the business. You are comfortable in a rapidly changing, often ambiguous environment. Culture advocate, actively participating to ensure a great employee and team experience.

Requirements

2+ years in customer success, customer experience, project management, account management, or equivalent history in a customer service role.
Excellent customer management and project management abilities
Impeccable written and verbal communication skills.
Detail-oriented and analytical.
Strong team player; thrives in a multi-tasking environment and can adjust priorities on the fly.
Experience with Microsoft Office Products
Comfortable using and learning new technologies
CRM experience (or something similar) strongly preferred

Nice To Haves

General ledger accounting, including monthly reconciliations of all customer accounts, preparation of regular state excise filings, management of payroll, and annual closure of the books for tax preparation.
Current accounting and payroll technology and stay on top of the industry's rapid changes.

Responsibilities

Manage all aspects of customer adoption and lifecycle milestones, including ensuring renewals, identifying opportunities for expansion, and upsell for our customers
Support efforts to mine and develop an understanding of customer feedback and drive the closed-loop process.
Help maintain above-industry-average retention rates.
Utilize Hubspot (CRM) for managing customer information, customer tasks, and preparing value-based content
Ensure financial health of client while ensuring compliance in all areas
Set expectations, develop and communicate the implementation project timeline, and defines the onboarding process.
Advocate customer needs/issues cross-departmentally.

Benefits

flexible paid time away from work
Full Medical, dental vision
Generous parental leave
Life insurance
401K plan including employer matching. Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions.
Equity- Formations offer every EE to be an owner. As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years
Formations encourages employees to give back with paid volunteer time of up to 16 hours a year.
Adopting a flexible-hybrid approach means that there isn't a one-size-fits-all solution but rather a highly adjustable and personal model that can take various shapes and forms
Positive and collaborative culture
Opportunity to influence the shape of the company