CustomerSuccessManager

Bachelor’s degree in Business with a concentration in Business Administration, Business Management, Marketing, and or Finance field of study from an accredited college or university, Minimum of five (5) years of customer service and satisfaction in financial services, Great interpersonal skills, bring a positive attitude, and effectively collaborate with others within the organization, Minimum of three (3) years in Customer Success Management, Account Management, or Sales, and a track record of retaining existing clients and contributing to the sales growth within the organization, Proficient knowledge of business processes, applicable laws, and regulations, Working knowledge of SaaS ecosystem, Proficient knowledge of CRM software utilization, Advanced organizational, planning, and multi-tasking skills, Advanced collecting and analyzing data skills, Advanced negotiation skills, Advanced managing priorities and deadlines and problem-solving skills, Able to communicate and interact effectively in verbal and written communication, Able to work collaboratively and build relationships, Able to analyze, organize and prioritize work, Able to be adaptable, Proficient Microsoft Office skills, including Outlook, Word, and Excel, Able to use basic office equipment, including copy machine, personal computer, and fax, Able to type 35 WPM, Sit for long periods of time performing sedentary activities, Push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items