Customer Success Manager

Sterling West Partners; Riverside (CA); Presencial; USD 90.000 - 145.000; Tempo integral

Benefícios oferecidos por esta vaga

Health insurance

Retirement plans

Professional development

Resumo da vaga

Sterling West Partners seeks a Customer Success Manager in Riverside, CA, for a full-time position. You will ensure client satisfaction and help achieve their business goals by collaborating with sales and product teams.

You will manage client relationships, monitor service usage, and address concerns. You will also gather feedback to improve our services and provide training to clients and internal teams.

Qualificações

• Bachelor's degree in Business, Finance, or a related field.
• 5+ years of experience in customer success, client services, or a related role in the financial services industry.
• Strong understanding of financial services and investment management.

Responsabilidades

• Develop and maintain strong relationships with clients to ensure their satisfaction and retention.
• Monitor client performance and provide regular reports to identify areas for improvement.
• Work with the sales and product teams to address client concerns and develop solutions.
• Assist in the onboarding process for new clients and ensure they understand our services and products.
• Provide training and support to client-facing teams to ensure consistent delivery of high-quality service.

Conhecimentos

Client relationship management

Communication skills

Problem-solving

Formação

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

Descrição da vaga

Sterling West Partners seeks a Customer Success Manager in Riverside, CA, for a full-time position. You will ensure client satisfaction and help achieve their business goals by collaborating with sales and product teams.

You will manage client relationships, monitor service usage, and address concerns. You will also gather feedback to improve our services and provide training to clients and internal teams.

You will work in an office environment in Riverside, CA, as part of a team focused on delivering exceptional customer experiences.

The annual salary range for this position is between $90,000 and $145,081. In addition to the competitive base pay, employees are offered a comprehensive benefits package that includes health insurance, retirement plans, and opportunities for professional development. These benefits are designed to support the overall well-being and career growth of the employees, ensuring they have the resources and support needed to thrive in their roles.

You should have a bachelor's degree in business, finance, or a related field. Experience in customer success, client relationship management, or financial services is required. Strong communication and problem-solving skills are essential.

What you will do:

• Develop and maintain strong relationships with clients to ensure their satisfaction and retention.
• Monitor client performance and provide regular reports to identify areas for improvement.
• Work with the sales and product teams to address client concerns and develop solutions.
• Assist in the onboarding process for new clients and ensure they understand our services and products.
• Provide training and support to client-facing teams to ensure consistent delivery of high-quality service.
• Stay up-to-date with industry trends and best practices to ensure our clients receive the most relevant and valuable information.

What we need:

• Bachelor's degree in Business, Finance, or a related field.
• 5+ years of experience in customer success, client services, or a related role in the financial services industry.
• Strong understanding of financial services and investment management.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.