Fitch Solutions · 4 days ago

Customer Success Manager

New York, NY

Full-time

Hybrid

Mid Level

$107K/yr - $115K/yr

3+ years exp

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Responsibilities

Develop a strategic and tactical plan to drive retention and growth within a dedicated book of business.

Work with urgency to meet and exceed monthly and quarterly KPIs.

Engage with customers throughout the customer lifecycle to plan and assess onboarding, drive adoption, conduct regular account health checks, and deepen understanding of customer needs.

Hold regular Executive Business Reviews with customers, identify upsell/cross-sell opportunities, and drive market advocacy and referrals.

Proactively identify 'at risk' customers, collect customer feedback, and monitor customer health metrics to create actionable insights.

Qualification

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Financial services knowledgeClient-facing experienceBook of business managementStakeholder managementSalesforce experienceMicrosoft Office proficiencyProblem-solvingHard-workingCommunicationCustomer-orientedCollaborativeOrganizedSelf-motivatedGoal-orientedAccount ManagementBusiness ExpansionClient EngagementInterpersonal Skills