CertifID · 7 hours ago
Customer Success Manager
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Responsibilities
Manage a book of business that will range in size to manage initial onboarding and ongoing success
Develop and maintain strong relationships with key stakeholders within your accounts
Partner with the sales team to manage a smooth transition from sales to implementation through expansion and renewal
Working closely with your customers, deliver employee training on CertifID’s technology & how it will be applied within their business
Create and execute success plans to maximize customer adoption through regular touchpoints
Drive customer engagement and usage of CertifID’s products by utilizing tailored strategies aligned to your customers goals
Conduct regular virtual and in-person check-ins, business reviews, and customer training sessions
Establish yourself as a trusted advisor by serving as a subject matter expert on CertifID's products, industry trends, and best practices
Identify and cultivate customer references, referrals, and case studies.
Proactively identify and address potential risks to customer satisfaction and retention, developing strategies to mitigate these risks
Act as the customer advocate and liaison between customers and CertifID’s Product Team to translate business requirements into enhancement
Qualification
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Required
5+ years of experience in customer success or relationship management.
Familiarity with customer success platforms and tools (e.g., Salesforce, Gainsight, etc.).
Self-starter attitude with a proactive approach to problem-solving and decision-making.
A growth mindset, willingness to take risks, and champion new initiatives.
Strong social and interpersonal skills.
Excellent organizational skills with the ability to manage time and resources effectively.
Exceptional communication skills, both verbal and written.
Passion for technology and innovation, with a desire to make a meaningful impact on customer success.
Strong problem-solving skills, quick thinking.
Benefits
20 days PTO + 5 Paid Sick Leave + No work on your birthday + 12 Company Paid Holidays
Volunteer Hours
Equity
Wellness Benefit
Generous family leave policy
Health, Dental and Vision Insurance
401k with matching
Life Insurance
Company
CertifID
CertifID is a SaaS security platform used to validate identity and securely transfer bank account information.
Funding
Current Stage
Growth StageTotal Funding
$36.35MKey Investors
CIBC Innovation BankingArthur VenturesTech Startup Stabilization Fund
2024-04-02Private Equity· Undisclosed
2023-09-12Series B· $20M
2022-05-16Series A· $12.5M
Recent News
2024-05-23
2024-05-23
2024-04-20
Company data provided by crunchbase