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Customer Success Manager (CX)

Remote: 
Full Remote
Contract: 
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Offer summary

Qualifications:

At least 2 years of experience in customer success, account management, or consulting roles., Strong organizational skills with attention to detail., Ability to manage projects and work cross-functionally with teams., Excellent multitasking abilities to handle multiple clients and projects simultaneously..

Key responsabilities:

  • Become an expert in Numeral's operations and client needs.
  • Respond to client inquiries via calls and emails promptly and professionally.
  • Continuously improve the onboarding process based on client feedback.
  • Ensure timely follow-up with clients and internal teams to resolve issues.

Numeral logo
Numeral Financial Services Small startup https://www.numeralhq.com/
2 - 10 Employees
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Job description

Position Overview: The Customer Success Manager position is a dynamic role designed for someone excited to understand client pain points and work towards making Numeral a truly hands off experience. You’ll be working directly with our largest customers. And, you’ll work cross-functionally with teams across Numeral, from sales and support to design and engineering. You are a project-lead and quarterback, and your goal is to ensure our clients are cared for, troubleshoot issues and work with across multiple teams to find solutions.

📝 Responsibilities:

Become an expert at how Numeral operates, learning every part of how our operations fit together.

Hop on calls and answer daily emails from clients in a timely and professional manner.

Go above and beyond to offer a truly awesome experience for our customers.

Always be thinking and providing feedback about how our onboarding process can improve.

Move fast, but also have an intense attention to detail, so that clients are set up for success in the long-run.

Curious/Inquisitive: Ensure you and the client are on the same page about issues to be tackled. Understanding the root cause of a specific problem is the only way to solve it in the long run and prevent it from happening again.

Ownership: following up with the client in a timely manner, as well as with internal teams, is key to the role.

🎓 Qualifications:

At least 2 years of professional experience in customer success, account management, biz ops, or consulting roles.

Client advocate: You go above and beyond to create an awesome customer experience.

Highly organized: You pay attention to the tiniest details and create personal systems in your day-to-day to ensure nothing slips.

Project manager: You can see a problem and recognize the steps needed to overcome obstacles. And then, you can execute. You’re able to work cross-functionally with ease.

Multitasker: You can juggle multiple clients and projects and issues at the same time, and again, ensure nothing slips.

Selfless: You assist your teammates, support your clients, ultimately, help Numeral become better each day.

Benefits:

Competitive salary

Stock options

Full healthcare

Generous vacation

Access to 401(k) program

Location:

Preference for SF Bay Area, but open to remote.

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Team Management
  • Communication

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