Customer Success Manager

job
  • Verity Inc
Job Summary
Location
Princeton ,NJ
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
03 Feb 2025
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Job Description
Key Duties:
    • 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
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