Senior Customer Success Manager

5 days ago

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Verity

WebsiteLinkedInAll Job Openings

Investment research management

51 - 200 employees

💸 Finance

💳 Fintech

☁️ SaaS

Description

• Verity is seeking an experienced and motivated Senior Customer Success Manager to join our software team. • Responsible for managing and enhancing relationships with our investment management clients. • Ensure clients realize maximum value from our RMS and ESG software solutions. • Act as the primary contact for important clients, driving satisfaction, retention, and growth. • Work closely with CS leadership and other stakeholders. • Highly communicative, team oriented, sales minded, and customer obsessed.

Requirements

• Minimum of 5-8 years of experience of customer success and/or account management, or a similar role in the financial services industry, preferably working with investment management clients. • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships – including with client stakeholders. • Results-oriented with a demonstrated ability to meet or exceed targets. • Ability to work independently and collaboratively in a fast-paced environment. • Proficiency in CRM software and Microsoft Office Suite. • Bachelor’s degree or relevant work experience.

Benefits

• Competitive compensation • Medical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% families!) • Remote-first working environment • Flexible and generous time off policy to balance your work and life • Paid parental leave policies for every type of parent to ensure bonding time with your new addition • 401 (k) retirement plan options to help you invest in your future • Company paid life insurance and long-term disability coverage • VerityGives charitable donation matching program to support the causes important to our employees