Client Success Lead

Remote Jobs; Teletrabalho; BRL 687.000 - 753.000; Tempo integral

Resumo da oferta

A financial technology firm is seeking a remote Account Manager. Candidates should have a Bachelor's degree and 4-6 years in account management, preferably in fintech. Responsibilities include managing client relationships, identifying growth opportunities, and collaborating with teams to resolve client issues. The position offers competitive salary and comprehensive benefits, including medical and wellness stipends. This role emphasizes self-motivation and excellent communication skills.

Serviços

Subsidized medical coverage

Dental and vision coverage

Employee stock purchase plan

Health and wellness stipends

Qualificações

• 4-6 years of account management experience, preferably in financial technology.
• Excellent written and verbal communication skills.
• Strong interpersonal skills to build rapport.
• Self-motivated; can work independently or in a team.
• Proficient in CRM software and Microsoft Office.

Responsabilidades

• Deliver proactive client management strategy for growth and retention.
• Identify upsell and cross-sell opportunities.
• Provide prompt support to client inquiries.
• Conduct regular performance reviews and gather feedback.
• Collaborate with internal teams for client issue resolution.

Conhecimentos

Account management

Communication skills

Interpersonal skills

Self-motivation

CRM software proficiency

Formação académica

Bachelor's degree

Ferramentas

Salesforce

Microsoft Office

Descrição da oferta de emprego

Employer Industry: Financial Technology

Why consider this job opportunity

• Salary up to $140,000 for roles based in CA, WA, NY, NJ, CT; up to $128,000 for roles in other U.S. states
• Opportunity for career advancement and growth within a rapidly evolving company
• Fully remote work option available, allowing flexibility in work location
• Comprehensive benefits package including 100% subsidized medical coverage, dental, and vision for employees and their dependents
• Additional stipends for health, wellness, and technology expenses
• Employee stock purchase plan (ESPP) available at a discount

Job Responsibilities

• Deliver a proactive client management strategy to encourage growth and retention with merchant partners
• Identify upsell and cross-sell opportunities to enhance client value and develop strategies to capitalize on them
• Provide prompt and effective support to address client needs and inquiries
• Conduct regular performance reviews and gather client feedback
• Collaborate with internal teams to resolve client issues and ensure alignment with client goals

Qualifications

• Bachelor's degree with at least 4-6 years of account management experience, preferably in the financial technology industry
• Excellent written and verbal communication skills
• Strong interpersonal skills and ability to build rapport with clients and stakeholders
• Self‑motivated and able to work independently or as part of a team
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office suite

Preferred Qualifications

• Knowledge of marketing technologies and e-commerce
• Comfortable in fast-paced, high‑pressure environments managing multiple priorities

#FinancialTechnology #ClientSuccess #RemoteWork #CareerGrowth #CompetitiveBenefits

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