Customer Success Manager is a dynamic and critical role at Pinwheel. In this role, you will be the owner of customer relationships for an assigned group of customers ranging from large Enterprise fintechs to smaller Credit Unions. You will work across our product offerings to support our customers through their entire lifecycle, including onboarding, optimization and expansion. As an API driven product you will need a firm command of the technical aspects of an API, including basic implementation, specific use cases and troubleshooting. Effective onboarding is key and we heavily emphasize effective, timely and repeatable onboarding processes. Once a customer is live, Customer Success Managers are the primary point of contact for customers to support ongoing usage. You will help customers analyze performance, offer suggestions on how they can improve their usage and utility, present compelling suggestions for expansion and persuade stakeholders across the customer orgs to proceed. Effective Customer Success Managers create strong relationships with several contacts at the customers’ companies. Through these contacts, you thoroughly understand the customers’ business objectives, helping you to best identify where expansion opportunities lie. By collaborating with Account Managers from the Sales team, we are effective in upselling existing customers by uncovering additional use cases for new products and opportunities to expand usage of existing products.
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Job Type
Full-time
Career Level
Mid Level