Customer Success Manager

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, a financial services company, is hiring a Customer Success Manager in San Antonio, TX. This full-time position offers a negotiable salary and is open until November 23, 2026.

In this role, you will work with clients to understand their needs and provide tailored solutions. You will also monitor client satisfaction and address any issues that arise.

You will collaborate with a team of professionals in a dynamic workplace in San Antonio, TX. The office environment is designed to foster productivity and innovation.

The salary is negotiable and includes a comprehensive benefits package, which encompasses health insurance, retirement plans, and professional development opportunities. The health insurance covers a wide range of medical services, including doctor visits, hospital stays, and prescription medications. The retirement plans offer a variety of investment options to help employees save for their future. Additionally, the professional development opportunities allow employees to enhance their skills and advance their careers through training programs, workshops, and certifications.

To succeed in this role, you should have substantial experience in customer success or a related field, ideally within a competitive industry where understanding customer needs and providing tailored solutions is crucial. Strong communication skills are essential to build rapport with clients and convey complex information clearly. Additionally, you should possess excellent problem-solving abilities to address customer issues promptly and effectively. The ability to work collaboratively with cross-functional teams is also beneficial. Prior experience in managing customer relationships and driving customer satisfaction would be a significant advantage.

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

Qualifications

• Bachelor's degree in Business, Marketing, or a related field
• 3-5 years of experience in a customer success or client-facing role
• Strong understanding of the financial services industry
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Familiarity with CRM software and other relevant tools