Customer Success Manager - Financial Services
Overview
The Customer Success Manager is located in the NYC area and will champion the customer throughout the engagement lifecycle, enabling them to get best value from Enverus' software and solutions. Further, this role is focused on customer retention and driving our Net promoter score to the world class level.This individual will ensure that by using technology solutions, our Account Managers are focused on the right activities to deliver the value that our solutions bring.
Ready to roll up your sleeves, learn something new every single day and build a world class Customer Success team? Then this role is for you!
The CSMis a catalyst to Enverus' operational and strategic priorities through the effective measurement, subjective analysis and reporting of customer health and value. The ability to be persuasive in written and verbal communication is a vital part of the role.The ability to draft problem statements and offer insight into how those problems can be addressed is considered central to the role.Proactive organization and follow up with individuals accountable for problem resolution is expected, as is, escalation to senior members of the management team when individuals have not delivered expected service levels. Knowing how and who to engage to block and tackle specific and programmatic issues is essential to performance.Relationship building across all tiers of the company and the customer’s team is required.
This role is based in the New York City area - hybrid
Primary Responsibilities
- Build strong, trusted, and influential relationships with strategic customers, sales and the Organization
- Extensive Project Management and Change Management experience with sales processes
- Obtain a thorough understanding of the value that drives assigned customer decisions for using Enverus products and services
- Proactively offer appropriately tailored advice and bring unique industry insights to the customer and or sales driving value propositions
- Provide feedback to customers to streamline service and product delivery.
- Engage in on-going, two-way dialogue with customers regarding ways to improve engagement and use of our product and services
- Develop strong and trusted relationships within leadership as to ensure clear communication of customer required value of all the services and products Enverus is providing, and/or can provide in the future
- Responsible for day-to-day management and execution of Customer Success programs: the objectives and goals required to achieving metric improvements
- Establish synergistic relationship with the representative(s) as to promote partnership in evaluating and presenting product / service portfolio expansion with the customer(s)
- Proven results on delivering/exceeding goals on time, with an attention to detail.
- Experience managing and prioritizing multiple customer requests in a fast-paced environment, including timeline scoping and effective re-prioritization
- Demonstrated strong aptitude in correlating improvements with customer health and NPS satisfaction results
- Relationship Management: Aptitude to build strong relationships and bonds with management, director, and executive-level client base. Experience effectively setting and managing customer expectations
- Demonstrate a strong humility trait to establish customer’s issues and perspective more important than self, or that of Enverus
- Demonstrate values that align with helping others to improve performance through hands on assistance, teaching and leadership
- Utilize highly developed negotiation skills with the ability to influence product portfolio growth and expand market capture
- Regularly andfrequentlyforecast your portfolio of accounts to sales leadership on a monthly, quarterly, and annual basis
Requirements
- 5+years experiencein a customer facingsales/technicalposition
- Management and delivery of SaaS level solutions and services - preferably with experience in Investment Banking, Hedge Fund, Private Equity or Financial Analysis
- Minimum of aBachelor’sdegree in a technical discipline is highly desired, ideally possess a Master’s degree in a business-related subject
- Strong experience managing support and onboarding initiatives, and proven ability to build a world class team
- Goal-driven, roll up your sleeves personality with the power to act cool and calm under pressure
