Finalis · 1 day ago
Customer Success Manager
United States
Full-time
Remote
Entry, Mid Level
2+ years expFinalis is a fast-paced startup that emphasizes integrity and boldness, seeking a Customer Success Manager to enhance client relationships and optimize product utilization. The role involves overseeing onboarding, maintaining customer satisfaction, and collaborating with sales and marketing teams to gather customer insights and success stories.
Responsibilities
Elevate client relationships to new heights by assuming full responsibility for their success, expertly overseeing onboarding, comprehensive training, fostering rapid adoption, helping with questions, and consistently attaining exceptional levels of customer satisfaction
Cultivate and sustain a trusted strategic advisor relationship with clients, proactively spearheading the continuous delivery of value and optimizing their utilization of our products and services for maximum benefit
Maintain a keen awareness of current events and trends within the industry, diligently track and analyze relevant developments, and discern opportunities, potential challenges, and market insights
Leverage this intelligence to inform and enrich customer success strategies and initiatives, ensuring their alignment with the ever-evolving landscape of our sector
Showcase exceptional communication skills to proficiently interact with senior-level management, both within the organization and externally, to cultivate a profound understanding of customer needs
Take proactive ownership of customer success metrics and data management, adhering meticulously to established protocols and guidelines. Ensure the meticulous upkeep of accurate, real-time records, dedicatedly supporting analysis, reporting, and informed decision-making processes
Evaluate the customer journey, identifying key touchpoints and assessing how they are supported, while adopting a consultative approach to assist clients in overcoming challenges and achieving their goals effectively
Analyze C-Sat/NPS surveys, meticulously identifying areas for improvement and providing actionable insights to drive continuous enhancements in customer satisfaction and loyalty
Collaborate closely with the sales and marketing teams to effectively gather customer references, conducting in-depth interviews and leveraging customer success stories to develop compelling case studies that highlight the value and impact of our products and services
Qualification
Required
You have exceptional written and spoken English
You have a minimum of 2+ years of relevant work experience as a customer success manager or relatable experience
You have Google Workspace experience
You have excellent communication skills
You have strong organizational skills
You can handle confidential information
You have the ability to work swiftly with a high sense of urgency and be comfortable with shifting priorities and deadlines
You are a self-starter, quick learner and highly organized with attention to detail
You have the ability to follow up; know what's going on at all times and respond quickly
You are flexible, patient, persistent and have a team spirit attitude
Preferred
You have experience using Salesforce, Asana and Customer Success platforms such as Vitally to manage day to day work
Benefits
100% Remote work (Work from wherever you want!)
High-Speed Internet expenses allowance
Generous Paid time-off (Vacation Time!)
Additional 17 Flex Days (to use in national holidays or personal matters)
People Team Partner (to target your roadblocks and customize an action plan for your career path)
Buddy Program
Virtual After-Office Activities
Diverse Culture & Inclusive environment
Benefits Package [if applicable]
Paid Family Leave [if applicable]
Company
Finalis
Finalis’ commitment to redefining the capital markets through innovation has made it the world’s fastest-growing dealmaking platform.
Founded in 2020San Francisco, CA, US
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Federico Baradello
Founder & CEO
Demian Entrekin
Chief Technology Officer
Company data provided by crunchbase