Iopa Solutions · 1 week ago
Customer Success Manager (B2B SaaS/Financial Markets)
United States
Full-time
Remote
Mid Level
$130K/yr - $140K/yr
3+ years expIopa Solutions is seeking a driven Customer Success Manager to join their growing team, focused on ensuring clients achieve maximum value from their solutions. This role involves owning the customer lifecycle, developing structured success plans, and collaborating with internal teams to advocate for client needs.
FinTechProfessional ServicesRecruitingStaffing Agency
Hiring Manager
Jas Singh
Responsibilities
Own the customer lifecycle from onboarding to renewal, ensuring clients meet their business objectives
Develop and execute structured Customer Success plans with measurable outcomes
Serve as a trusted advisor to clients, providing insights and guidance tailored to their goals
Collaborate with sales, product, and operations teams to advocate for clients’ needs
Identify opportunities to expand relationships and drive account growth
Qualification
Required
3+ years in a Customer Success role, ideally in B2B SaaS
Experience working with private equity, financial, or capital markets clients
Strategic thinker with a methodical approach to customer success processes
Strong communicator, comfortable engaging with all levels internally and externally
Thrives in a fast-paced, dynamic environment with resilience and collaborative spirit
Company
Iopa Solutions
iopa Solutions is a fintech staffing and recruiting company. It offers a vast range of services that help to bridge the gap.
11-50 employees
Funding
Current Stage
Early StageRecent News
Company data provided by crunchbase