Customer Success Manager enhancing customer engagement through tailored onboarding and support at a health tech company. Focused on B2B and B2B2C customer education and satisfaction.
About the role
- Enterprise Customer Success Manager developing strong relationships with financial institutions at Verafin. Advocating for customer success and optimizing product adoption while working across teams.
Responsibilities
- Collaborate Across Teams: Work cross-functionally with Product Management, Product Development, Sales, and Leadership to drive customer success.
- Manage Key Relationships: Build and maintain strong relationships with C-suite executives, buying influencers, and other leadership contacts.
- Define Customer Success: Partner with your team to create and refine Customer Success Management strategies for enterprise-level financial institutions.
- Master the Product Suite: Develop a deep understanding of the Verafin product suite and effectively map customer needs to product solutions.
- Lead Effective Meetings: Organize and conduct successful meetings by setting agendas, attending calls, documenting outcomes, and ensuring accountability for commitments.
- Promote Key Initiatives: Communicate and advocate for key initiatives to ensure thorough product adoption, drive retention, and identify expansion opportunities.
- Optimize Application Use: Continuously seek opportunities to help customers optimize their use of the application.
- Ensure Smooth Transitions: Provide your successor with the necessary historical information to ensure a seamless account transition and continued success.
Requirements
- 5+ years of demonstrated proficiency in managing customer relationships
- A genuine enthusiasm for engaging with customers and uncovering their needs to ensure a comprehensive understanding
- Confident, articulate, and professional communication abilities
- Ability to interface and communicate effectively with multiple levels within a customer’s organization, including C-suite, decision makers, and users
- Skilled in managing competing priorities while ensuring all teams meet their requirements
- High-level critical thinking skills to prioritize customer needs and secure buy-in from various internal partners
- Deep understanding of customer retention through relationship building
- Comfortable delivering difficult messages and handling conflict when necessary
- Experience with Tier 1 account management is a valuable asset to our team and our growth.
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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