Strategic Client Success Manager – Financial Services

Birch National Partners; Cincinnati (OH); On-site; USD 80,000 - 111,000; Full time

Benefits offered by this job

Health insurance

Employer retirement match

Tuition reimbursement/online learning

Job summary

Birch National Partners in Cincinnati, OH seeks a Customer Success Manager to oversee onboarding, nurture client relationships, and drive adoption of financial services solutions.

You will collaborate with sales and product teams, monitor performance metrics, and deliver proactive support to ensure client success. The role offers full-time employment with a competitive salary range and comprehensive benefits.

Qualifications

• Bachelor's degree in business, finance, or related field.
• Experience in customer success or client services required.
• Strong communication and relationship-building skills.
• Financial services knowledge is preferred.

Responsibilities

• Build and maintain strong relationships with our clients to ensure their continued satisfaction and success.
• Monitor client activity and proactively identify opportunities to enhance their experience and drive engagement.
• Collaborate with our sales and product teams to ensure our clients have access to the tools and resources they need to succeed.
• Track and analyze customer success metrics to identify trends and areas for improvement.
• Provide exceptional customer support and resolve issues in a timely and efficient manner.
• Stay up-to-date with industry trends and best practices to ensure our clients receive the most relevant and valuable insights.

Skills

Client relationship management

Communication skills

Onboarding experience

Problem solving

Team collaboration

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Job description

Birch National Partners in Cincinnati, OH seeks a Customer Success Manager to oversee onboarding, nurture client relationships, and drive adoption of financial services solutions.

You will collaborate with sales and product teams, monitor performance metrics, and deliver proactive support to ensure client success. The role offers full-time employment with a competitive salary range and comprehensive benefits.