Client Success Lead — Financial Services (Portland)

Meridian Prime Corp.; Portland (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

Meridian Prime Corp. in Portland, OR is seeking a Customer Success Manager to ensure client satisfaction and proactive issue resolution.

You will collaborate with sales, support, and product teams to enhance the client journey and drive continuous service improvements. The role requires a bachelor's degree and several years of experience in financial services, with a strong emphasis on communication, negotiation, and customer-centric problem solving.

Qualifications

• Bachelor's degree in a relevant field.
• Several years of experience in the financial services industry.
• Strong communication and negotiation skills.
• Solid understanding of customer success practices.

Responsibilities

• Monitor client satisfaction and proactively address issues or concerns.
• Collaborate with sales and support to ensure seamless client interactions.
• Gather client feedback and work with product team to drive product improvements.
• Demonstrate a proven track record of delivering exceptional client experiences.

Skills

Customer success

Interpersonal skills

Negotiation skills

Education

Bachelor's degree

Job description

Meridian Prime Corp. in Portland, OR is seeking a Customer Success Manager to ensure client satisfaction and proactive issue resolution.

You will collaborate with sales, support, and product teams to enhance the client journey and drive continuous service improvements. The role requires a bachelor's degree and several years of experience in financial services, with a strong emphasis on communication, negotiation, and customer-centric problem solving.