Eltropy is seeking a proactive and results-driven Tier 2 Customer Success Manager to manage a portfolio of 50 mid-size customers in the Central U.S. region. In this role, you will ensure customers derive maximum value from Eltropy's AI communications platform while driving retention, growth, and overall satisfaction.
Responsibilities:
- Serve as the primary contact for a portfolio of 50 customers, fostering trust and building strong, long-term relationships
- Conduct regular check-ins and Strategic Business Reviews (SBRs) to ensure customers are achieving their desired outcomes
- Cultivate customers who will serve as positive references of Eltropy to prospects
- Advocate and drive customers’ product, technology, and service needs internally within Eltropy
- Develop and execute tailored success plans to support customers in achieving their goals
- Proactively identify and mitigate risks of churn through data analysis, usage tracking, and early intervention strategies
- Identify opportunities for expansion and upsell within the portfolio by aligning customer needs with additional products or services
- Collaborate with the Sales team to close expansion opportunities and ensure seamless handoffs
- Program-manage the onboarding process, ensuring a smooth and successful implementation
- Drive product adoption by providing training, resources, and best practices
- Advocate for customers internally by communicating their needs and challenges to cross-functional teams
- Collect and relay customer feedback to influence product development and improve the customer experience
- Track and report on customer health, retention rates, and other key metrics
- Maintain accurate records of customer interactions and updates in [CRM/CS platform]
Requirements:
- Deep (preferably 5+ years) of customer facing experience (account management, customer success), ideally in SaaS and FinTech
- Customer-Centric Mindset: A passion for helping customers succeed and the ability to understand their needs and challenges
- Problem-Solving: Strong analytical and problem-solving skills, with a proactive approach to identifying and addressing issues
- Technical Aptitude: Comfortable working with technology and able to quickly learn new software and tools
- Team Collaboration: Ability to work collaboratively across teams, including sales, product, and support
- Adaptability: Thrive in a fast-paced, start-up environment where priorities can change rapidly
- Willingness to travel quarterly (or as needed) to conduct in-person meetings with customers, and with the rest of the Eltropy team