Client Success Manager

3 days ago

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Summer

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Summer is a company that partners with organizations, including employers, retirement providers, and financial institutions, to offer customized student loan and education assistance benefits. Their solutions aim to improve employee retention by offering savings through loan optimization, forgiveness programs, tax-free contributions, and retirement matching for student loan payments. Summer helps manage the entire process, including participant enrollment and reporting, ensuring efficient delivery of benefits. Their platform is particularly beneficial for HR teams in public sector and government entities, and aims to promote diversity, equity, inclusion, and belonging (DEIB) by supporting a diverse employee base.

FinTech • EdTech • Personal Financial Management • Well-Being • Financial Well-Being

11 - 50 employees

💳 Fintech

👥 HR Tech

📚 Education

📋 Description

• Build and nurture strong client relationships, aligning their goals with Summer’s solutions. • Advocate for clients by translating feedback and challenges to product enhancements or operational improvements. • Optimize the onboarding and implementation process for new clients, including employers and financial institutions. • Manage and prioritize client needs, ensuring timely execution of deliverables. • Drive user engagement and adoption through strategic conversion initiatives. • Support client retention and growth by identifying and advancing renewal, upsell, and expansion opportunities alongside the sales team. • Showcase client success stories through marketing and content collaborations. • Occasionally travel based on client needs.

🎯 Requirements

• 3+ years of experience in account management or client success, ideally with enterprise clients, in B2B2C SaaS or financial services. • Proven leader in building efficient systems, managing client relationships from implementation to renewal, and driving measurable results. • Strategic and empathetic communicator, skilled in problem-solving, decision-making, and navigating complex discussions with executive stakeholders. • Highly organized and resourceful, staying calm under pressure while leading high-impact projects. • Revenue-focused, with a track record of driving upsell and cross-sell opportunities. • Relationship-driven professional, bringing warmth, professionalism, and maturity to internal and external interactions. • Passionate about growth, scaling a mission-driven brand, and fostering client champions as advocates and references.

🏖️ Benefits

• Competitive salaries • Significant equity allocations • Healthcare coverage • 401(k) plans with an employer match • Contribution toward student loan repayment • Flexible vacation/PTO