Jobs via eFinancialCareers · 2 days ago

Senior Customer Success Manager

Boston, MA

Full-time

Onsite

Senior Level

10+ years exp

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Responsibilities

Ensure customer retention through proactive customer service and demonstrating MineralTree's value

Identify and develop upsell opportunities with customers to increase company revenue

Develop and maintain long-term business relationships with clients

Collect customer requirements and feedback for product team

Achieve optimal customer health and log relevant data points for reporting

Showcase new features and maximize feature usage with customers

Provide solutions to customer problems and support ongoing projects for customer success

Collaborate with team members to provide the ultimate customer experience

Qualification

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FinanceMarketingClient ManagementClient CommunicationProblem-SolvingKnowledge ManagementMatrix ManagementNetwork CoordinationPresentation DevelopmentCustomer AlignmentCreative ThinkingEffective CommunicationCollaboration

Required

Bachelor's Degree

Relevant Experience or Degree in: Degree in Finance, Marketing, Business, etc.; Combination of relevant training and/ or experience in lieu of degree

Typically Minimum 10 Years Relevant Exp

Experience in client facing roles and/or financial industry.

Preferred

Skills / Knowledge - Having broad expertise or unique knowledge, uses skills to contribute to development of company objectives and principles and to achieve goals in creative and effective ways. Having ownership of a function, account or matrix management responsibilities, uses knowledge to ensure success, strengthen relationships, expand the business, and lead matrix teams on complex projects. Barriers to entry such as technical committee review may exist at this level.

Job Complexity - Works on significant and unique issues where analysis of situations or data requires an evaluation of intangibles. Exercises independent judgment in methods, techniques and evaluation criteria for obtaining results. Creates formal networks involving coordination among groups, both internal and external.

Supervision - Acts independently to determine methods and procedures on new or special assignments.

Communication Skills - Oral and written. Ability to develop and conduct presentations.

Collaboration Skills - Collaborate with internal and external audiences to solve problems.

Customer Service Skills - Aligns client needs with internal solutions.