Snapdocs · 17 hours ago
Strategic Customer Success Manager
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FinTechMortgage
Comp. & Benefits
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Responsibilities
Serving as a primary point of contact for large, complex accounts, managing both formal engagements (recurring weekly ‘syncs’, QBRs, etc.) and informal contacts
Demonstrated ability to manage a high volume of customer deliverables, such as strategic growth plans, support requests, contracts, data & metrics analysis, project plans, or similar
Ability to drive the client contract renewal & growth process, including strategizing and delivering the ‘first offer’, negotiating gives/takes, and influencing key stakeholders to get to ‘yes’
Project Management - Must excel at managing multiple projects at once, maintaining and executing against action items, communicating status, and executing deliverables on time
Qualification
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Required
5+ years in customer-facing roles, with a steady progression toward owning the relationship of large complex accounts
Management consulting, customer success or account management experience required
This is a revenue driven role, prior direct sales experience or being part of a revenue-driving customer success team required.
Serving as a primary point of contact for large, complex accounts, managing both formal engagements (recurring weekly ‘syncs’, QBRs, etc.) and informal contacts
Demonstrated ability to manage a high volume of customer deliverables, such as strategic growth plans, support requests, contracts, data & metrics analysis, project plans, or similar
Ability to drive the client contract renewal & growth process, including strategizing and delivering the ‘first offer’, negotiating gives/takes, and influencing key stakeholders to get to ‘yes’
Project Management - Must excel at managing multiple projects at once, maintaining and executing against action items, communicating status, and executing deliverables on time
Benefits
Excellent health, dental, and vision benefits
401(k) with up to 4% company match
16 weeks paid parental leave (regardless of gender)
Flexible time off policy
Flexible spending account for healthcare and dependent care
Life and disability insurance
Company
Snapdocs
Snapdocs is the mortgage industry’s leading digital closing technology provider, automating the interactions between lenders & settlement.
Funding
Current Stage
Late StageTotal Funding
$253MKey Investors
Tiger Global ManagementY Combinator Continuity FundF-Prime Capital
2021-05-25Series D· $150M
2020-10-12Series C· $60M
2019-11-07Series B· $25M
Recent News
2024-10-16
2024-06-05
Company data provided by crunchbase