Customer Success Manager
Apply NowCompany: Veritude
Location: Princeton, NJ 08540
Description:
Key Duties:
About You:
What We Offer:
- Build and maintain strong relationships with our investment management clients by maintaining a deep understanding of their workflow and acting as a consulting partner.
- Work closely with and support our Senior Customer Success Managers on marquee clients.
- Assist and lead client implementations and onboarding, working with our Solutions Engineering team to achieve mutually beneficial outcomes.
- Serve as the internal Voice of the Customer, addressing feedback and requests post-implementation to ensure a positive user experience for our clients.
- Collaborate with additional internal teams, including Sales, Product Development, and Marketing, to provide a fantastic client experience and go-to-market strategy.
- Provide clients with expertise and best practices to optimize their use of our software.
- Handle renewal negotiations to help us achieve and exceed customer retention and growth targets.
- Monitor customer activity trends to identify churn risk and work proactively to eliminate that risk, while simultaneously identifying and closing upsell and cross-sell opportunities.
About You:
- Proven experience as a Customer Success Manager, or similar role, in the financial services industry, preferably working with investment management clients.
- Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships - including with client stakeholders.
- Results-oriented with a demonstrated ability to meet or exceed targets.
- Ability to work independently and collaboratively in a fast-paced environment.
- Proficiency in CRM software and Microsoft Office Suite.
- Bachelor's degree or relevant work experience.
What We Offer:
- Competitive compensation
- Medical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% families!)
- Remote-first working environment
- Flexible and generous time off policy to balance your work and life
- Paid parental leave policies for every type of parent to ensure bonding time with your new addition
- 401 (k) retirement plan options to help you invest in your future
- Company paid life insurance and long-term disability coverage
- VerityGives charitable donation matching program to support the causes important to our employees