Customer Success Manager

Birch National Partners; Cincinnati (OH); On-site; USD 80,000 - 111,000; Full time

Benefits offered by this job

Health insurance

Employer retirement match

Tuition reimbursement/online learning

Job summary

Birch National Partners in Cincinnati, OH seeks a Customer Success Manager to oversee onboarding, nurture client relationships, and drive adoption of financial services solutions.

You will collaborate with sales and product teams, monitor performance metrics, and deliver proactive support to ensure client success. The role offers full-time employment with a competitive salary range and comprehensive benefits.

Qualifications

• Bachelor's degree in business, finance, or related field.
• Experience in customer success or client services required.
• Strong communication and relationship-building skills.
• Financial services knowledge is preferred.

Responsibilities

• Build and maintain strong relationships with our clients to ensure their continued satisfaction and success.
• Monitor client activity and proactively identify opportunities to enhance their experience and drive engagement.
• Collaborate with our sales and product teams to ensure our clients have access to the tools and resources they need to succeed.
• Track and analyze customer success metrics to identify trends and areas for improvement.
• Provide exceptional customer support and resolve issues in a timely and efficient manner.
• Stay up-to-date with industry trends and best practices to ensure our clients receive the most relevant and valuable insights.

Skills

Client relationship management

Communication skills

Onboarding experience

Problem solving

Team collaboration

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Job description

Birch National Partners seeks a Customer Success Manager in Cincinnati, OH, for full-time employment. This role involves managing client relationships to ensure satisfaction and success.

The Customer Success Manager will oversee client onboarding, provide ongoing support, and monitor client performance. Tasks include regular check-ins, addressing concerns, and implementing solutions to meet client needs.

The Customer Success Manager will collaborate with a team of financial services professionals in Cincinnati, Ohio, where the workplace culture is characterized by a strong emphasis on innovation and collaboration. This dynamic environment encourages the sharing of ideas and the implementation of creative solutions to meet client needs. The team members are dedicated to providing exceptional service and support to their clients, ensuring their success and satisfaction. The Customer Success Manager will play a crucial role in fostering this culture by actively engaging with team members and clients, promoting open communication, and driving continuous improvement.

The salary range for this position is between $80,000 and $110,592 per year, providing a competitive compensation package.

• Employees are eligible for comprehensive health insurance coverage, which includes medical, dental, and vision plans.
• The company also offers a retirement plan with a generous employer match, allowing employees to save for their future.
• Professional development opportunities are available, such as tuition reimbursement and access to online learning platforms, to help employees grow and advance in their careers.

Applicants must have a bachelor's degree in business, finance, or a related field. Experience in customer success or client services is required. Strong communication and relationship-building skills are essential.

Interested candidates are invited to submit their applications for the open position by November 22, 2026.

What you will do:

• Build and maintain strong relationships with our clients to ensure their continued satisfaction and success.
• Monitor client activity and proactively identify opportunities to enhance their experience and drive engagement.
• Collaborate with our sales and product teams to ensure our clients have access to the tools and resources they need to succeed.
• Track and analyze customer success metrics to identify trends and areas for improvement.
• Provide exceptional customer support and resolve issues in a timely and efficient manner.
• Stay up-to-date with industry trends and best practices to ensure our clients receive the most relevant and valuable insights.

What we need:

• Proven experience in a customer success or client-facing role, preferably in the financial services industry.
• A strong understanding of financial products and services, with the ability to communicate complex concepts in a clear and concise manner.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
• A results-driven mindset, with a focus on achieving measurable outcomes and driving client success.
• A bachelor's degree in a related field or equivalent experience.
• A passion for helping businesses succeed and a commitment to delivering exceptional customer experiences.