Housing Finance Agencies • Public Housing • Real Estate • Financial Aid Services • Finance & Insurance
1001 - 5000
Yesterday
Housing Finance Agencies • Public Housing • Real Estate • Financial Aid Services • Finance & Insurance
1001 - 5000
• As a Customer Success Representative, you will work closely with clients to ensure value from our products. • Establish and maintain strong relationships by understanding business needs and helping achieve goals. • Manage relationships from contract signing through onboarding, implementation, and lifecycle. • Strong technical acumen needed to communicate product requirements to the technical team. • Monitor client engagement, identify areas for improvement, and implement changes. • Identify upselling and cross-selling opportunities, prepare reports, and provide insights for growth.
• 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.
• 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
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1001 - 5000
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