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Customer Success Manager
- IT, Software development, System Engineering Jobs
- Sales, Business Development, Business Consulting
- Management (incl. project, product management & human resources)
Description
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Oversee the onboarding of new accounts and ensure successful implementation for the lifetime of the account.
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Help our product and engineering team continue to deliver new products at the highest quality.
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Proactively reach out to customers with ideas and solutions on how to leverage our product to improve their internal processes, workflows, and customer acquisition.
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Perform focused research on US households to help validate our model and dataset.
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Build relationships and maintain the health of your accounts.
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Develop relevant content related to data-driven fundraising best practices.
Responsibilities
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3-7 years of experience in analytical, customer facing roles (e.g., customer success, nonprofit development research, consulting, project management, etc.)
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Startup experience, especially in a B2B SaaS or data company.
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Understanding of consumer financial data and signals of wealth.
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Intermediate in Excel and PowerPoint.
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Familiarity with CRMs (Salesforce, etc.)
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Basic knowledge of data science.
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Bachelor degree from a top-tier university.
Hard Skills
- Customer relationship manager (CRM)
- Data Analytics
- Customer relations
- Advanced Excel Skills (queries, pivot tables, formulas, macros)
- Quality assurance
- Product development
- Account management
- Relationship building
- Customer success
- Cross-functional collaboration
- Process improvement
- Best practice development
- Business analysis
- Deliverable management
- Advanced language knowledge
Soft Skills
- Communication
- Strategic thinker
- Skilled Collaborator
- Responsible
- Organized
