Remote Strategic Customer Success Manager

Maximizer Services Inc.; United States; Remote; USD 49,000 - 56,000; Full time

Benefits offered by this job

RRSP matching

Flexible remote work

Paid time off

Books/courses budget

Team-building events

Job summary

Maximizer is seeking a seasoned Customer Success Manager to lead a portfolio of client relationships in the financial services sector. You will drive retention, engagement, and expansion while tailoring strategies to diverse implementations and billing models.

You will coordinate cross-functional teams and maintain precise records, enabling proactive renewals and data-driven account growth across enterprise accounts.

Qualifications

• 3+ years of experience in customer account management, preferably in the financial advisors or related industry.
• Demonstrated aptitude for strategic account management, with a track record of driving customer success and retention, within the enterprise customers.
• Strong organizational skills with the ability to manage multiple priorities and accounts simultaneously.
• Exceptional organization and task management: you track every follow-up, deadline, and commitment, and you deliver on them.
• Strong prioritization skills with a proven ability to juggle many customer priorities at once.
• Outstanding knowledge retention: you build and maintain a deep understanding of each customer’s setup, history, and goals.
• Adaptability and nimbleness in switching between customers with very different needs, configurations, and levels of complexity.
• Technical aptitude to learn and support complex business software, and to understand how each customer has shaped it around their own processes.
• Excellent interpersonal and communication skills, with the ability to build trust and credibility with customers and internal stakeholders.
• Experience using CRM tools and proficiency in Microsoft Office Suite.
• Self-starter with a proactive approach to problem-solving and continuous improvement.

Responsibilities

• Act as the primary point of contact for an assigned portfolio of accounts, focusing on building and maintaining strong customer relationships.
• Support and manage an assigned Book of Business, ensuring satisfaction, engagement, and retention.
• Manage a diverse portfolio of customers with varied implementations, account structures, and billing arrangements, adapting your approach to each customer’s unique setup and needs.
• Keep clear, up-to-date records of key customer interactions, commitments, and follow-ups, so no promise falls through the cracks and any teammate can step in seamlessly when needed.
• Triage and prioritize competing customer needs across accounts of varying complexity, making sound judgment calls on what moves first.
• Identify upselling and cross-selling opportunities to maximize account growth and customer lifetime value.
• Own multi-step issue resolution across Support, Product, Billing, and Sales, driving each item through to closure and keeping customers informed along the way.
• Conduct regular account business reviews or scheduled touch points depending on the account size and strategic importance.
• Ensure all account-related processes are executed with precision, maintaining data accuracy and process integrity within our systems.
• Contribute to the development and execution of customer engagement strategies, including the promotion of webinars, training sessions, and targeted campaigns.

Skills

Account management

Customer retention

Upselling

CRM tools

MS Office

Communication

Organization

Strategic thinking

Tools

Zendesk

Amplitude

Metabase

Microsoft 365

Claude

Job description

Maximizer is seeking a seasoned Customer Success Manager to lead a portfolio of client relationships in the financial services sector. You will drive retention, engagement, and expansion while tailoring strategies to diverse implementations and billing models.

You will coordinate cross-functional teams and maintain precise records, enabling proactive renewals and data-driven account growth across enterprise accounts.