Customer Success Partner

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Aquila

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

1001 - 5000

Description

• As a Customer Success Representative, you will work closely with a group of clients to ensure they are getting the most value from our products for the lending industry and other verticals. • Your main responsibility is to establish and maintain strong relationships with the clients by understanding their unique business needs and helping them achieve their goals. • You will be responsible for managing the relationship from contract signing, through onboarding and implementation, and throughout the entire lifecycle of the partnership. • You will need to have a strong technical acumen and the ability to communicate product requirements to the technical team. • Additionally, you will monitor client engagement, identify areas for improvement and work with teams to implement changes. • You will also be responsible for identifying opportunities for upselling and cross-selling, preparing reports, and providing insights that will help drive the company's growth.

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