Customer Success Partner

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Housing Finance Agencies • Public Housing • Real Estate • Financial Aid Services • Finance & Insurance

1001 - 5000

Description

• As a Customer Success Representative at Tekambi, you will work closely with clients to ensure value from our products. • Establish and maintain strong client relationships by understanding unique business needs. • Manage the relationship from contract signing to onboarding and implementation. • Communicate product requirements to the technical team. • Monitor client engagement and identify areas for improvement. • Identify upselling and cross-selling opportunities, prepare reports, and provide insights.

Requirements

• B.A. or B.S. degree preferred or equivalent experience. • 2+ years of Customer Success or Account Management related experience. • Comprehensive understanding of pipeline revenue, forecasted revenue, and sales cycle revenue management with the ability to meet deadlines. • Proven ability to drive continuous value of products. • Proven interpersonal management skills and exceptional business acumen. • Attention to detail, strong organizational skills, and an absolute focus on quality of work. • Previous SaaS experience is a plus. • Experience in the lending industry is a plus.

Benefits

• Access to Medical, Vision, Dental, & Life Insurance • Competitive Bonus & Profit-Sharing Program • Fortune 500 Level 401(k) • Top 30% in the Nation PTO Plan • Gym Stipend and Wellbeing Programs • Tuition Reimbursement Program • Incentivized Teamwork Program (makes work more fun) • Ability to Work Remotely