Fill the critical role of serving as the face of FinQuery with respect to your assigned customers
Ensure the highest level of customer satisfaction in the industry
Proactively build trusting relationships with your customers
Maximize customer satisfaction rates, drive expansion and manage renewals
Promote adoption, engagement and advocacy
Contribute to the development of FinQuery’s product roadmap
Conduct regular proactive calls and account review meetings
Monitor health metrics and take corrective actions as needed
Identify upsell and cross sell opportunities

3-4 years customer success or account management experience in SaaS or software company
Experience in creating success plans and utilizing data to identify the health of a customer
4-year degree or equivalent experience
Good communication skills, both written and verbal
Must have strong organizational skills and be detail oriented
Demonstrated ability to build and maintain relationships with customers
Strong analytical and goal oriented mindset
Emerging ability to recognize upsell and expansion opportunities when speaking to customers
Exposure to contract negotiations and renewal discussions with customers
Experience working in G-Suite, Salesforce, and/or Churnzero

Customer Success Manager II

Key skills