Customer Success Team Manager – Financial Technology

MarketStarOgden, UT
$70,000 - $90,000Remote

About The Position

MarketStar is seeking a Customer Success Team Manager to support our newest client. As a Customer Success Team Manager, you will be responsible for guiding and motivating a team of Customer Success Representatives. You will help monitor the team’s performance, implement customer success strategies, and provide regular coaching and support to improve their skills and knowledge.

Requirements

  • Experience with payment processing, money movement, or other financial/payment products
  • Proven experience in a customer success or account management role, ideally within a SaaS, financial software, or subscription-based business model, including managing a dedicated book of business in the mid-market space
  • Successful performance in B2B customer success or sales; experience in FinTech or SaaS sales highly preferred
  • Prior experience leading a team in a fast paced, quota driven environment; SaaS experience highly preferred
  • Excellent verbal, presentation, and written communication skill
  • Experience building strong relationships, managing conflict, and leading by example
  • Track record of coaching and developing low performers to reach target attainment
  • Familiarity with Microsoft and/or G Suite tools; Salesforce experience highly preferred
  • Customer centric attitude with the ability to motivate others and drive standards of excellence
  • Ability to adapt and effectively multi-task in a dynamic environment
  • Strong analytical skills to interpret data and drive informed decision-making
  • Excellent client engagement skills to build and maintain strong relationships
  • Strong understanding of sales analytics including data and reporting trends, showcase/duplicate success, and identify/correct opportunities
  • Effective customer success or sales skills to support business development efforts and achieve sales targets
  • Familiarity with technology and tools to enhance customer success, sales operations and client satisfaction; knowledge of Salesforce preferred

Responsibilities

  • Drive your team to meet and exceed metrics and client expectations through successful pipeline management processes
  • Coach and develop customer success representatives to succeed in hitting daily, weekly, and monthly input and output targets
  • Collaborate and align with other customer success managers within assigned program, sharing best practices and solving problems collectively
  • Present customer success solutions and strategies to clients, highlighting our value proposition
  • Utilize data management skills to analyze performance and ensure data accuracy
  • Ensure consistent and effective communication by holding regular team meetings, huddles, and employee 1:1s to ensure alignment to performance expectations and company values.
  • Assess current team processes, procedures, and outcomes to identify opportunities for improvement, and build / execute plans to implement
  • Maintain strong client relationships through proactive engagement and effective communication.
  • Ensure adherence to risk management and compliance standards in all sales activities.
  • Collaborate with other departments to identify new business opportunities and support customer success and sales efforts.
  • Other related duties as assigned

Benefits

  • Structured learning and career development programs
  • Mental health program
  • Generous Paid Time Off policy
  • Paid medical leave
  • Child/Dependent care reimbursement
  • Education reimbursement
  • 401k match, hardship loan program, access to financial wellness advisor
  • Comprehensive healthcare coverage including medical, dental, and vision
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