Client Success Strategist – Financial Services

Jasper Atlantic Group; San Antonio (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Jasper Atlantic Group in San Antonio, TX is seeking a Customer Success Manager to collaborate with clients, understand their needs, and deliver tailored solutions. This full-time role focuses on driving satisfaction and retention in a dynamic financial services environment.

You will monitor client health, build strong relationships with key accounts, and coordinate with sales and product teams. The position offers comprehensive benefits and opportunities for professional development, with

Qualifications

• Bachelor's degree in Business, Marketing, or a related field.
• 3–5 years of experience in customer success or client-facing roles.
• Strong understanding of the financial services industry.
• Excellent communication and interpersonal skills.
• CRM software proficiency.
• Ability to work independently and within a team.

Responsibilities

• Develop and implement strategies to improve client satisfaction and retention.
• Build and maintain strong relationships with key clients.
• Monitor client satisfaction and address any issues or concerns.
• Provide regular updates and reports on client performance and progress.
• Collaborate with sales and product teams to ensure clients have access to the resources they need.
• Attend industry events and conferences to stay up-to-date on trends and best practices.

Skills

Excellent communication and Interpers.

Financial services knowledge

Team collaboration

Education

Bachelor's degree in Business, Marketing, or related field

Tools

CRM software

Job description

Jasper Atlantic Group in San Antonio, TX is seeking a Customer Success Manager to collaborate with clients, understand their needs, and deliver tailored solutions. This full-time role focuses on driving satisfaction and retention in a dynamic financial services environment.

You will monitor client health, build strong relationships with key accounts, and coordinate with sales and product teams. The position offers comprehensive benefits and opportunities for professional development, with