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Customer Success Specialist
Customer Success SpecialistJobot • Cornelius, NC, US
Customer Success Specialist

Customer Success Specialist

Jobot • Cornelius, NC, US
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Our client in the Charlotte are ais looking to hire a Customer Success Associate! Hybrid with 2 days work from home

This Jobot Job is hosted by : Nick Frei

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $70,000 - $80,000 per year

A bit about us :

We are seeking an experienced and motivated Permanent Customer Success Associate to join our dynamic team in the Accounting + Finance industry. This is a unique opportunity to expand your skills in a growing fintech company, where you will help us drive customer satisfaction, retention, and growth. The ideal candidate will have a strong background in software, fintech, finance, solutions, and roadmap. You will be responsible for ensuring our clients are successful in their financial management, using our cutting-edge technology solutions. This role requires a minimum of 1+ years of experience in a similar role.

Why join us?

  • 401k match
  • profit sharing
  • hybrid working from home and in office model
  • small team with room for growth and opporunities

Job Details

Responsibilities :

1. Manage and cultivate client relationships to ensure customer satisfaction and loyalty.

2. Understand customer needs and objectives and ensure they are met using our software solutions.

3. Develop and execute customer success plans to drive adoption, reduce churn, and increase customer satisfaction.

4. Collaborate with our sales and product teams to ensure a seamless customer experience.

5. Provide feedback to the product team to help drive product roadmap based on customer needs and market trends.

6. Conduct regular business reviews to demonstrate value and identify opportunities for growth.

7. Use data and analytics to monitor customer health and proactively identify issues.

8. Provide training and support to customers to help them get the most out of our solutions.

9. Act as a customer advocate, escalating issues as necessary and ensuring they are resolved to the customer's satisfaction.

Qualifications :

1. Minimum of 1+ years of experience in customer success, account management, or similar role in the software, fintech, or finance industry.

2. Proven track record of managing and growing customer relationships.

3. Strong understanding of financial management and accounting principles.

4. Experience with software solutions and the ability to quickly learn new technologies.

5. Exceptional problem-solving skills and the ability to think on your feet.

6. Outstanding communication and interpersonal skills, with the ability to build relationships at all levels of an organization.

7. Strong analytical skills, with the ability to use data to make informed decisions.

8. Experience in driving product roadmap based on customer feedback and market trends.

9. Ability to work in a fast-paced, dynamic environment and manage multiple priorities.

10. A customer-centric mindset, with a passion for helping customers succeed.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

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Customer Specialist • Cornelius, NC, US

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