Client Success Manager @ Swooped | Jobright.ai
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Swooped · 1 day ago

Client Success Manager

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Artificial Intelligence (AI)Human Resources

Insider Connection @Swooped

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Serve as the principal contact for a portfolio of clients, ensuring they gain maximum value from the product.
Proactively manage client relationships to enhance adoption, minimize risks, secure retention, and identify growth areas.
Understand clients’ business goals and create tailored success plans to optimize their ROI.
Lead negotiation efforts and support the closing process for renewals and upsell opportunities.
Collaborate with the sales team to identify and pursue cross-selling opportunities.
Work closely with product and engineering teams to advocate for client needs and provide feedback for product enhancements.
Monitor and analyze client data to ensure optimal usage and engagement with the platform while providing actionable insights.
Solve complex business challenges by leveraging a deep understanding of financial and technical systems.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client Success ManagementFinancial TechnologyAccount ManagementGainsightHubspotData AnalyticsCRM Systems

Required

3-5 years of experience in Client Success, Account Management, or a related role.
Strong background in financial technology or enterprise-level tech companies.
Solid experience with client success software such as Gainsight and Hubspot.
Proven ability in deal-making, negotiations, and managing client relationships within a revenue-driven context.
Capability to solve complex problems and deliver data-driven insights.
Experience with data analytics tools, CRMs, or client reporting systems.
A growth mindset with a commitment to career advancement and adaptability in a fast-growing company.
Excellent communication and interpersonal skills, with the ability to influence key stakeholders.

Preferred

Previous experience in a startup environment is highly preferred.

Benefits

Unlimited Vacation Policy + Sick Time + Holidays
Paid Parental Leave
Fully Remote Opportunity
Healthcare Benefits and 401K
Growing Startup Culture

Company

Swooped

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Swooped is a job search platform using AI to optimize resumes and cover letters, focusing on remote job opportunities.

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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Orion

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