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Unit · 2 months ago

Customer Success Manager

New York, NY

Full-time

Onsite

Mid Level

$140K/yr - $160K/yr

Unit is a market leader in embedded finance, offering ready-to-launch financial services to a wide range of clients. The Customer Success Manager will take on client-facing responsibilities, ensuring client satisfaction and success while advocating for their needs within the organization.

BankingFinanceFinancial ServicesFinTech

Responsibilities

Provide strategic consulting to clients on how to best implement their embedded finance product and bring it to market, including understanding Unit’s full product offering and where clients should leverage additional features

Build and manage multiple client relationships post-onboarding, including proactively engaging with key contacts, identifying and tracking any issues to resolution, and ensuring we deeply understand the health of the relationship at any given time

Advocate for client needs to the internal Unit organization, and work cross-functionally with Product and Engineering teams to prioritize client requests based on projections and opportunity size

Develop and monitor the KPIs and other performance metrics we will use to track client growth and success

Work closely with the support and implementation teams as a point of escalation for complex issues