Client Success Manager (Remote) – Onboarding & Solutions

Undisclosed; United States; Remote; USD 57,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Comprehensive benefits

Remote work flexibility

Job summary

Undisclosed is seeking a customer success professional to guide Capital Markets clients through onboarding, project delivery, and ongoing service. You will manage a portfolio of customers, translating business needs into effective solutions and driving successful outcomes.

The role requires strong communication, presentation, and consultative skills, with experience using Salesforce, Gainsight, and Google Drive preferred. This position offers remote work flexibility within the United States.

Qualifications

• Undergraduate degree or equivalent experience, with at least 2 years in customer service or account management.
• Strong communication, presentation, and consultative recommendation skills.
• Proficiency with tools such as Salesforce, Gainsight, and Google Drive is preferred.

Responsibilities

• Serve as a primary point of contact for customers throughout onboarding, project delivery, and ongoing service.
• Manage a portfolio of customers, translating business needs into effective solutions.
• Design and execute onboarding project plans for Capital Markets customers, coordinating activities and timelines.
• Resolve moderate customer issues and elevate complex matters while maintaining accountability for outcomes.
• Train customers on platform capabilities, workflows, and best practices.

Skills

Communication

Presentation skills

Consultative selling

Account management

Education

Bachelor's degree or equivalent

Tools

Salesforce

Gainsight

Google Drive

Job description

Undisclosed is seeking a customer success professional to guide Capital Markets clients through onboarding, project delivery, and ongoing service. You will manage a portfolio of customers, translating business needs into effective solutions and driving successful outcomes.

The role requires strong communication, presentation, and consultative skills, with experience using Salesforce, Gainsight, and Google Drive preferred. This position offers remote work flexibility within the United States.