Serve as the primary point of contact for clients and develop strong relationships with key stakeholders
Understand clients' business objectives and help them achieve their goals by providing expert guidance and advice
Conduct regular check-ins with clients to help them get ready for their compliance audit engagements
Be able to identify needs for additional services
Work closely with internal teams to ensure the timely delivery of services to clients
Proactively identify and address client concerns and issues, and develop solutions to improve their experience
Ensure clients are satisfied with our services, and identify opportunities for upselling

Bachelor's degree
3+ years of experience in a client-facing role, such as customer success, account management, or sales
Ability to quickly grasp the basics of various compliance frameworks and demonstrate a strong willingness to learn and deepen their expertise in the compliance industry.
Exceptional organizational and task management skills, with the ability to prioritize, multitask, and meet deadlines in a fast-paced environment.
Strong communication and interpersonal skills, with the ability to build strong relationships with clients and effectively communicate internally
Excellent problem-solving skills, with the ability to identify and address client concerns and issues
Ability to manage many clients and projects simultaneously
Experience working with SaaS products and services is a plus
Experience working with a compliance automation software solution is a plus
Experience with or knowledge of common compliance frameworks (i.e. SOC Examinations, ISO Certifications, PCI, HIPAA, GDPR, etc.) is a plus
Knowledge of CRM software and sales tools, such as Salesforce or HubSpot, is preferred
Bilingual in English.

Customer Success Manager

Key skills