Customer Success Manager | Financial Services Growth • Dallas

GetJobSmart; Dallas (TX); On-site; USD 100,000 - 155,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement plan with employer matching

Paid time off

Professional development opportunities

Job summary

Apex Grove Partners in Dallas, TX is seeking a Customer Success Manager to drive client success and maximize value from our services. In this full-time role you will build strong client relationships, monitor engagement, and collaborate with internal teams to deliver outstanding service.

The position offers a competitive salary of $100,000 to $154,716 per year plus benefits. A bachelor's degree and 3–5 years in customer success are required, with growth opportunities in a dynamic, collaborative

Qualifications

• Bachelor's degree in Business, Marketing, or a related field.
• 3–5 years of customer success or client services experience.
• Strong communication and interpersonal skills.
• Experience with financial consulting is a plus.

Responsibilities

• Develop and maintain strong client relationships to ensure satisfaction and loyalty.
• Monitor client engagement and usage to identify improvement opportunities.
• Provide proactive support and guidance addressing client needs promptly.
• Collaborate with internal teams to ensure seamless service delivery.
• Track and report key customer success metrics to identify trends.
• Participate in sales calls to understand client needs and expectations.
• Stay current with industry trends and customer success best practices.
• Contribute to development and implementation of CS strategies.

Skills

Communication

Interpersonal skills

Problem-solving

Analytical

Relationship building

Education

Bachelor's degree in Business/Marketing/Related

Tools

PM Tools

Job description

Apex Grove Partners in Dallas, TX is seeking a Customer Success Manager to drive client success and maximize value from our services. In this full-time role you will build strong client relationships, monitor engagement, and collaborate with internal teams to deliver outstanding service.

The position offers a competitive salary of $100,000 to $154,716 per year plus benefits. A bachelor's degree and 3–5 years in customer success are required, with growth opportunities in a dynamic, collaborative