Senior Customer Success Manager, FinTech — Sacramento

Sterling Prime Solutions; Sacramento (CA); On-site; USD 100,000 - 161,000; Full time

Job summary

Sterling Prime Solutions in Sacramento, CA, is seeking a Customer Success Manager to ensure clients achieve success with our software solutions and services.

You will manage the customer lifecycle from onboarding to post-sale support, driving satisfaction and retention while collaborating with sales, product, and support teams. A bachelor's degree and 3–5 years in customer success are preferred.

Qualifications

• Bachelor's degree in a related field or equivalent experience.
• 3-5 years of experience in customer success or related role.
• Proven track record of driving customer satisfaction and retention.
• Excellent communication and interpersonal skills.
• Knowledge of CRM software and financial services a plus.

Responsibilities

• Manage the customer lifecycle from onboarding to post-sale support.
• Drive customer success with our products and services.
• Improve retention through proactive engagement.
• Provide exceptional customer support and technical assistance.
• Collaborate with sales, product, and support teams to address needs.
• Track KPIs related to customer success.
• Stay up-to-date with industry trends and best practices.

Skills

Customer success

Account management

CRM software

Communication skills

Team collaboration

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Sterling Prime Solutions in Sacramento, CA, is seeking a Customer Success Manager to ensure clients achieve success with our software solutions and services.

You will manage the customer lifecycle from onboarding to post-sale support, driving satisfaction and retention while collaborating with sales, product, and support teams. A bachelor's degree and 3–5 years in customer success are preferred.