Customer Success Manager
Posted on 9/26/2023
Locations
San Francisco, CA, USA • Remote in USA • New York, NY, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
CategoriesNew
Sales & Account Management
Customer Success & Support
Requirements
- 3+ years of customer facing experience with a strong focus on retention and driving account strategy
- Experience managing complex retention and upsell opportunities, with the ability to lead negotiations for accounts $50-100k+ ARR
- Ability to thrive in a small team with a highly dynamic work environment, switching rapidly from strategy to execution to handle multiple ongoing projects
- Ability to build long-lasting relationships with various team members and roles, internally and externally, with the ability and willingness to travel to see customers on-site as required
- A process-oriented mindset, with a knack for identifying recurring patterns and capitalizing on them by improving the ongoing process
- Outstanding project management and organization skills, and an ownership mindset demonstrated by strong work ethic
- Sense of curiosity and learning - focused on internal product knowledge and externally on the customer business
Responsibilities
- Act as the main point of contact for a set group of our mid market customers
- Leverage meetings and engagement styles to create broad and deep relationships in order to understand their success criteria and help tell the story of Unit21's value to their business
- Act as a customer advocate internally, bringing trends and feedback to the team backed by data
- Seek to find mutual wins through identification and education around additional features, products or use cases
- Create a direct impact on Unit21's customer experience and growth!
Desired Qualifications
- Bachelor's degree
- Experience in FinTech, AML or fraud