Customer Success Manager

Sterling National Group; Milwaukee (WI); On-site; USD 70,000 - 102,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

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.

Responsibilities

• 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.

Skills

Communication skills

Client relationship management

Team collaboration

Education

Bachelor's degree in business or related field

Tools

Salesforce

Job description

Sterling National Group, a financial services company, seeks a Customer Success Manager in Milwaukee, WI. This full-time role involves building client relationships and ensuring optimal service.

Daily tasks include client check-ins, addressing concerns, and identifying opportunities to enhance client experiences. This involves using CRM software to track interactions, preparing detailed reports for management, and scheduling follow-up meetings. Collaboration with sales and product teams is essential, requiring regular coordination meetings to align on client needs and product capabilities. The workplace is typically an open office environment, fostering a collaborative atmosphere. Requirements include a bachelor's degree in business or a related field, proficiency in CRM tools like Salesforce, and strong communication skills. Experience in client-facing roles is preferred.

Join a dedicated team in Milwaukee, WI, in a collaborative office environment. The city center location offers a convenient and vibrant workplace.

The salary range for this position at Sterling National Group is between $70,000 and $102,060 per year, depending on the candidate's level of experience and qualifications. The company offers a comprehensive benefits package, which includes health insurance, retirement plans, and paid time off. Candidates should be proficient in using Microsoft Office Suite and have strong communication skills. The workplace is typically an office environment, and the role may involve tasks such as data analysis, client management, and report preparation. The position requires a bachelor's degree in a related field and may offer opportunities for professional development and professional development within the company.

Candidates should have a customer service background, strong communication skills, and a history of building client relationships. Financial services experience is a plus.

Building and maintaining client relationships, conducting regular check-ins, identifying opportunities to enhance client experience, collaborating with sales and product teamsStrong background in customer service, excellent communication skills, proven track record of building and maintaining client relationships, detail-oriented, proactive, team player