Responsibilities:

• Proactively engage with customers to understand their goals, challenges, and feedback.
• Maximize retention and satisfaction among our client base.
• Primary point of contact for assigned accounts, building trusted advisor relationships with key stakeholders.
• Conduct regular business reviews with clients to review performance, identify opportunities , and align on goals and priorities.
• Collaborate cross-functionally with Sales, Product, Underwriting, & Marketing to ensure a seamless customer experience and drive customer outcomes.
• Proactively identify and address any issues or concerns raised by customers, working to resolve them in a timely and satisfactory manner.
• Monitor customer health metrics and usage data to identify trends, risks, and opportunities for improvement.
• Responsible for efforts to upsell or cross-sell additional products or services to existing customers based on their needs and usage patterns.
• Advocate for customer needs and feedback internally, influencing product roadmap and development priorities.

Qualification:

• 1-3 year experience in customer success
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Strong problem-solving abilities and a proactive mindset in addressing customer needs.
• Detail-oriented with the ability to manage multiple tasks and priorities effectively.
• Experience working with CRM software and other relevant tools for managing customer relationships and data.
• A passion for delivering exceptional customer experiences and driving customer satisfaction.
• Willingness to adapt to a fast-paced, dynamic environment and embrace continuous learning and improvement.