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Company

Ryan · 9 hours ago

Customer Success Manager

United States

Full-time

Remote

Mid, Senior Level

$120K/yr - $160K/yr

5+ years exp

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ConsultingFinancial Services

Growth Opportunities

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Responsibilities

Foster a positive team environment by actively collaborating with and supporting team members.

Collaborates with the Account Team to develop responses to requests for proposals.

Build and maintain key relationships with significant contacts in close collaboration with the account Client Principals and Account Team.

Promotes value through client experience.

Oversees the client onboarding process to maintain and build relationships with newly acquired clients.

Ability to anticipate client issues and needs.

Focus on minimizing client churn.

Upsell and cross-sell products and services across Ryan suite of services and products.

Reviews and resolves client concerns and seeks to improve the client experience via the Account Team.

Understands and promotes value of all Ryan products.

Maintains activities in Salesforce.

Sustains business growth and profitability by maximizing overall value.

Understands business issues, and quickly understand commercial drivers at Ryan and recognize areas for operational improvements.

Understands all Firm policies and service-line offerings with sufficient depth to be able to discuss service-line offerings with prospects.

Creates and manages client success dashboards.

Analyzes client performance and industry/geography metrics to identify patterns and areas for improvement to increase cross-selling and client satisfaction.

Assists with other projects and duties as needed.

Qualification

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Client Success ManagementSalesforceProperty Tax KnowledgeData Visualization ToolsMicrosoft Office SuiteRelationship Building

Required

Bachelor’s degree with 5+ years of experience (a mix will be considered if combined totals in one area significantly exceed another that may be slightly under 5 years).

Proven work experience as a Client Success Manager or similar role.

Exceptional ability to communicate and foster positive business relationships internally and externally.

Strong administrative and communication skills (verbal and written), professional demeanor, ability to multi-task with a sense of urgency under pressure and prioritize work.

Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.).

Experience with data and reporting tools within Salesforce, PowerBi or other data visualization tools.

CRM (Customer Relationship Management) experience in entering, reviewing and reporting activity such as Salesforce.