Customer Success Manager

Birch East Partners; San Jose (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) or retirement plan

Professional development opportunities

Job summary

Birch East Partners in San Jose, CA, is seeking a Customer Success Manager to serve as the primary liaison between clients and internal teams, ensuring satisfaction and alignment with client goals. You will drive client success, monitor satisfaction levels, and identify opportunities for service improvements and upsell, all within a collaborative financial advisory environment.

The role requires 3–5 years of client-facing or customer success experience in financial services, strong

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 3+ years in client-facing or customer success in financial services.
• Ability to explain complex financial concepts clearly.
• Excellent communication and negotiation skills.
• Proven ability to build and maintain client relationships.
• Strong analytical and problem-solving abilities.
• Proficiency with Microsoft Excel and PowerPoint.

Responsibilities

• Act as the primary liaison between clients and the Birch East Partners team, ensuring clear communication and alignment on client needs and goals.
• Monitor client satisfaction and identify opportunities for service improvement and upsell.
• Collaborate with the sales and operations teams to develop and implement client success strategies.
• Provide regular client updates and reports to the leadership team, highlighting key achievements and areas for improvement.
• Foster strong relationships with clients, acting as a trusted advisor and advocate for their interests.
• Stay up-to-date with industry trends and best practices in financial advisory services, applying this knowledge to enhance client success.
• Manage and track client feedback, addressing concerns promptly and proactively.
• Coordinate with cross-functional teams to ensure seamless delivery of services and timely resolution of any issues.

Skills

Client relationships

Communication

Interpersonal skills

Negotiation

Analytical thinking

Problem-solving

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Excel

PowerPoint

Job description

Birch East Partners, a leading financial advisory firm, is seeking a Customer Success Manager in San Jose, CA, for a FULL_TIME position. This role is essential to our mission of delivering exceptional client service and helping clients achieve their financial goals.

As a Customer Success Manager, you will be the primary point of contact for our clients, working closely with them to understand their needs, provide tailored solutions, and ensure their satisfaction with our services. Your ability to build strong relationships and drive client success will be crucial in our continued growth and success.

You will join our team in San Jose, CA, working in a collaborative and client-focused environment. This role offers the opportunity to work with a diverse client base and contribute to the firm's overall success.

The salary for this position is negotiable, allowing for a discussion between the employer and the candidate to reach a mutually agreeable figure. In addition to the base salary, the company may offer a comprehensive benefits package that includes health insurance to cover medical expenses, retirement plans such as a 401(k) or pension scheme to help employees save for their future, and opportunities for professional development to enhance skills and advance in their career. These benefits are designed to support the overall well-being and growth of the employee.

To excel in this role, you should have a bachelor's degree in business, finance, or a related field, along with 3-5 years of experience in customer success or a similar role. Strong communication and interpersonal skills are essential, as is a proven track record of building and maintaining client relationships.

Job Responsibilities:

• Act as the primary liaison between clients and the Birch East Partners team, ensuring clear communication and alignment on client needs and goals.
• Monitor client satisfaction and identify opportunities for service improvement and upsell.
• Collaborate with the sales and operations teams to develop and implement client success strategies.
• Provide regular client updates and reports to the leadership team, highlighting key achievements and areas for improvement.
• Foster strong relationships with clients, acting as a trusted advisor and advocate for their interests.
• Stay up-to-date with industry trends and best practices in financial advisory services, applying this knowledge to enhance client success.
• Manage and track client feedback, addressing concerns promptly and proactively.
• Coordinate with cross-functional teams to ensure seamless delivery of services and timely resolution of any issues.

Job Requirements:

• Bachelor's degree in Business, Finance, or a related field.
• Minimum of 3 years of experience in a client-facing or customer success role within the financial services industry.
• Strong understanding of financial advisory services and the ability to articulate complex financial concepts to clients.
• Excellent communication, interpersonal, and negotiation skills.
• Proven ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Experience with CRM software is a plus.