Customer Success Team Manager – Financial Technology

MarketStar•Ogden, UT
•$70,000 - $90,000•Remote

About The Position

MarketStar is seeking a Customer Success Team Manager to support a new client. The manager guides and motivates a team of Customer Success Representatives, monitors performance, implements customer success strategies, and provides coaching and support to improve team members’ skills and knowledge. The position is US-based and remote.

Requirements

  • Experience with payment processing, money movement, or other financial or payment products.
  • Proven experience in customer success or account management, ideally in SaaS, financial software, or a subscription-based business, including management of a dedicated mid-market book of business.
  • Successful performance in B2B customer success or sales.
  • Prior experience leading a team in a fast-paced, quota-driven environment.
  • Excellent verbal, presentation, and written communication skills.
  • Ability to build strong relationships, manage conflict, and lead by example.
  • Track record of coaching and developing low performers to reach target attainment.
  • Familiarity with Microsoft and/or G Suite tools.
  • Customer-centric attitude and ability to motivate others and drive high standards.
  • Ability to adapt and effectively multitask in a dynamic environment.
  • Strong analytical skills to interpret data and inform decision-making.
  • Strong client engagement skills to build and maintain relationships.
  • Understanding of sales analytics, including interpreting data and reporting trends, replicating successes, and identifying and correcting opportunities.
  • Customer success or sales skills to support business development and achieve sales targets.
  • Familiarity with technology and tools that enhance customer success, sales operations, and client satisfaction.

Nice To Haves

  • B2B sales experience in FinTech or SaaS.
  • SaaS experience leading a team.
  • Salesforce experience or knowledge.

Responsibilities

  • Drive the team to meet and exceed metrics and client expectations through effective pipeline management.
  • Coach and develop Customer Success Representatives to achieve daily, weekly, and monthly input and output targets.
  • Collaborate with other customer success managers in the assigned program to share best practices and solve problems.
  • Present customer success solutions and strategies to clients and explain the company’s value proposition.
  • Analyze performance using data management skills and ensure data accuracy.
  • Hold regular team meetings, huddles, and employee one-on-ones to maintain communication and alignment with performance expectations and company values.
  • Assess team processes, procedures, and outcomes; identify improvement opportunities and develop and execute plans.
  • Maintain strong client relationships through proactive engagement and effective communication.
  • Ensure adherence to risk management and compliance standards in sales activities.
  • Collaborate with other departments to identify business opportunities and support customer success and sales efforts.
  • Perform 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.
  • 401(k) match.
  • Hardship loan program.
  • Access to a financial wellness advisor.
  • Comprehensive healthcare coverage, including medical, dental, and vision.
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