Customer Success Manager
Posted on 9/26/2023

51-200 employees

Customizable no-code compliance platform
San Francisco, CA, USA • Remote in USA • New York, NY, USA
Experience Level
Sales & Account Management
Customer Success & Support
  • 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
  • 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