Harbor Compliance · 9 hours ago
Customer Success Manager
Harbor Compliance is a pioneering leader in the compliance industry, recognized for its innovative approach to business licensing and legal entity management. As a Customer Success Manager, you will ensure the satisfaction, retention, and expansion of key customer accounts by acting as a trusted advisor and problem-solver, fostering customer loyalty and driving long-term success.
Legal
Responsibilities
Maintain a gross retention rate of 90% or higher for assigned accounts
Identify and address at-risk customers through proactive engagement and personalized strategies
Conduct regular check-ins and business reviews to assess satisfaction and ensure alignment with customer goals
Achieve a strong net retention rate by identifying opportunities for upselling and cross-selling
Leverage a deep understanding of customer objectives and usage patterns to promote additional services
Collaborate closely with the Account Management team to execute revenue growth initiatives
Maintain strong CSAT score by delivering exceptional support and strategic guidance
Connect customers to relevant resources and referral partners as needed
Provide actionable feedback to internal teams to enhance the customer experience
Handle escalations with expert-level problem-solving and retention strategies
Qualification
Required
3+ years of experience in Customer Success, Account Management, or a client-facing role in a B2B environment
Proven track record of meeting or exceeding retention and satisfaction goals
Strong interpersonal, communication, and relationship-building skills
High emotional intelligence and proficiency in de-escalation tactics
Ability to understand customer pain points and align them with solutions
Familiarity with CRM and customer success platforms (e.g., Salesforce, Gainsight, HubSpot)
Benefits
Health benefits
Flexible paid time off
Parental leave
Fertility and adoption assistance
401(k)
Educational reimbursement
Company
Harbor Compliance
Compliance solutions for nonprofits and businesses
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
CIBC Innovation Banking
2021-11-03Debt Financing
Recent News
2025-11-01
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