Inside Client Success Manager - Early Tenure

Are you looking for a friendly, fast-paced workplace with an emphasis on helping customers and empowering team members? Snap Finance is a thriving leader in the financial services industry, and our team members are the foundation of our success. Snap knows that happy, empowered, and engaged team members are essential to innovation and business success- and our approach is working. Come join us!

Job Description

Title: Inside Sales Client Success Manager- Early Tenure

Job Type: Full-Time

Department: Sales / Customer Success

Job Overview:

We are seeking a motivated and customer-centric Inside Sales Client Success Manager-Early Tenure to join our growing team. In this role, you will be the key point of contact for new B2B customers, helping them to successfully onboard and ramp up their accounts. You will drive funding, provide training, assist with special requests, and ensure that our customers have the support they need to grow and maximize their experience with our services.

As an Inside Onboarding Specialist, you will collaborate closely with Sales, Account Management, and other cross-functional teams to ensure that new customers are set up for success from the start and have a smooth transition into becoming active, long-term partners.

Key Responsibilities:

• Onboard New Accounts: Lead the onboarding process for new B2B clients, ensuring a seamless transition from Sales to ongoing customer success. Guide clients through setup, implementation, and training phases.
• Drive Funding: Proactively reach out to new accounts via calls and emails to drive initial and ongoing funding activities. Help customers understand how to fully utilize our platform and services to achieve their business goals.
• Client Training & Support: Provide training sessions to customers, both over the phone and through digital resources, to ensure they are well-equipped to use the platform or product effectively. Address any customer questions or concerns during the onboarding process.
• Manage Special Requests: Respond to and assist with any unique customer needs or special requests during the onboarding process, ensuring a tailored approach where necessary.
• Account Growth: Continuously engage with new accounts post-onboarding to identify opportunities for expansion, additional services, or up-sell opportunities. Monitor account health and escalate any issues or concerns to Account Managers.
• Customer Communication: Be the main point of contact for all new accounts during the onboarding phase, maintaining clear, friendly, and professional communication via email, phone calls, and other channels.
• Documentation & Reporting: Track onboarding progress and customer interactions in CRM systems (e.g., Salesforce, Tableau). Maintain accurate records and provide timely reports to management on customer status and metrics related to funding, growth, and success.
• Collaboration: Work closely with Sales, Customer Success, and Product teams to share customer feedback and identify opportunities for product or process improvements.

Qualifications:

• Experience: 2+ years in a customer-facing role, preferably in B2B onboarding, customer success, or account management. Experience in driving customer engagement and onboarding for financial products or services is a plus.
• Communication Skills: Excellent verbal and written communication skills, with a focus on clear and empathetic communication. Ability to explain complex concepts in a simple and engaging way.
• Problem-Solving Skills: Strong problem-solving abilities and the capacity to handle customer inquiries, special requests, and challenges in a professional and timely manner.
• Organizational Skills: Highly organized and detail-oriented with the ability to manage multiple accounts and tasks simultaneously.
• Tech-Savvy: Comfortable using CRM tools, customer support platforms, and other digital tools to track and manage customer interactions.
• Customer-Focused: Passion for helping customers and ensuring their success. Ability to build strong, lasting relationships with clients and drive customer satisfaction.
• Self-Starter: Ability to work independently and manage your own schedule, while also being a team player in a collaborative environment.

Preferred Qualifications:

• Experience in financial services, SaaS, or related industries.
• Knowledge of onboarding best practices and strategies.
• Familiarity with customer success metrics and KPIs.

Why Join Us?

• Impact: Play a key role in setting our clients up for success and driving the growth of their accounts.
• Growth Opportunities: This role offers opportunities for career development and progression within the company.
• Collaborative Environment: Work with a dynamic, cross-functional team dedicated to delivering exceptional customer experiences.
• Competitive Compensation: We offer a competitive salary, benefits package, and performance-based incentives.

Why You’ll Love It Here:

• Generous Benefits: Comprehensive medical, dental, and vision coverage, along with 401(k) matching, life insurance, disability benefits, and more.
• Work-Life Balance: Enjoy generous paid time off and flexible scheduling to maintain a healthy work-life balance.
• Growth Opportunities: Snap Finance fosters a growth-oriented culture, providing opportunities for career development and advancement within the company.
• Engaging Culture: Be part of a collaborative, high-energy team that values creativity, innovation, and empowerment.
• Additional Perks: Pet insurance, fun events, and a company-wide commitment to diversity and inclusion.

More…

Snap values diversity and all qualified applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Learn more by visiting our website at www.snapfinance.com.

California Residents, please review our California Consumer Privacy Act Notice at https://snapfinance.com/ccpa-notice