Senior Client Success Manager — Capital Markets Growth

Cotality; Irving (TX); Híbrido; USD 90 000 - 150 000; Tempo integral

Resumo da oferta

Cotality seeks a Sr. Client Success Manager to deepen customer relationships, promote retention, and increase loyalty. You will serve as the customer advocate and may provide technical support to maintain satisfaction.

You will engage with clients weekly, address issues, and work with cross-functional teams to ensure service excellence in the Capital Markets segment. Hybrid work allows one day in-office weekly.

Qualificações

• 6+ years of related experience in client success, account management and/or sales preferred.
• Capital Markets industry experience in software or service sales preferred.
• Ability to work independently in a matrix environment with strong influencing skills and executive presence.
• Strong verbal and written communication skills and excellent phone demeanor.
• Ability to focus on goals and develop a work plan that yields results.
• Detail oriented with multi-tasking ability and persistence.
• Excellent customer service and relationship-building skills.

Responsabilidades

• Proactively identifies potential issues with the account and seeks quick resolution.
• Owns revenue retention through deep knowledge of clients' business, tech platform, and contracts.
• Negotiates renewal contracts and migration strategies.
• Ensures compliance issues are disclosed and managed with the client.
• Involves product expertise to provide high level service to the client.
• Manages customer relationships within the Capital Markets segment as main contact for issues.

Conhecimentos

Client Success

Account Management

Sales

Executive Communication

Problem Solving

Ferramentas

Microsoft Excel

Salesforce

Descrição da oferta de emprego

Cotality seeks a Sr. Client Success Manager to deepen customer relationships, promote retention, and increase loyalty. You will serve as the customer advocate and may provide technical support to maintain satisfaction.

You will engage with clients weekly, address issues, and work with cross-functional teams to ensure service excellence in the Capital Markets segment. Hybrid work allows one day in-office weekly.