Client Success Manager - Financial Services

Sterling National Group; Milwaukee (WI); Sur place; USD 70 000 - 102 000; Plein temps

Avantages offerts par ce poste

Health insurance

Retirement plans

Paid time off

Résumé du poste

Sterling National Group in Milwaukee, WI is seeking a Customer Success Manager to build strong client relationships and ensure optimal service levels. The role focuses on regular client check-ins, issue resolution, and identifying opportunities to improve the overall experience.

The position requires a bachelor's degree in business or a related field, proficiency in Salesforce, and excellent communication. This is a full-time on-site role in Milwaukee with a comprehensive benefits package.

Qualifications

• Bachelor's degree in business or related field required.
• Proficiency with CRM tools like Salesforce.
• Strong communication skills required.
• Experience in client-facing roles preferred.

Responsabilités

• Build and maintain client relationships through regular check-ins.
• Address client concerns and identify opportunities to enhance experiences.
• Use CRM to track interactions and prepare reports for management.
• Schedule follow-up meetings and coordinate with sales and product teams.
• Collaborate with sales/product teams to align on client needs and capabilities.

Connaissances

Communication skills

Client relationship management

Team collaboration

Formation

Bachelor's degree in business or related field

Outils

Salesforce

Description du poste

Sterling National Group in Milwaukee, WI is seeking a Customer Success Manager to build strong client relationships and ensure optimal service levels. The role focuses on regular client check-ins, issue resolution, and identifying opportunities to improve the overall experience.

The position requires a bachelor's degree in business or a related field, proficiency in Salesforce, and excellent communication. This is a full-time on-site role in Milwaukee with a comprehensive benefits package.