Summary

Join our team as a Customer Success Manager II to serve as the face of FinQuery with respect to your assigned customers, ensuring the highest level of customer satisfaction in the industry by proactively building trusting relationships and understanding the needs and pain points of each customer. You will be responsible for maximizing customer satisfaction rates, driving expansion, managing renewals, promoting adoption, engagement, and advocacy, enhancing FinQuery's reputation and brand recognition.

Requirements

4-year degree or equivalent experience
3-4 years customer success or account management experience in SaaS or software company
Experience in creating success plans and utilizing data to identify the health of a customer
Strong written and verbal communication skills
Strong organizational skills and attention to detail
Demonstrated ability to build and maintain relationships with customers
Ability to analyze data, trends, and client information to identify growth opportunities
Ability to handle objections and negotiations with minimal supervisor assistance
Ability to recognize upsell and expansion opportunities when speaking to customers
Experience managing renewal and negotiation conversations
Proficient experience working in G-Suite, Salesforce, and/or Churnzero

Responsibilities

Client Onboarding: Work with sales and implementation teams to ensure a smooth transition from the presale state to the post-sale customer success stage
Relationship Management: Develop and maintain customer relationships, acting as the primary point of contact throughout the customer lifecycle
Proactive Communication and Documentation: Conduct regular proactive calls and account review meetings; utilizing CRM to maintain an accurate record of discussion and action items
Customer Retention: Monitor health metrics such as NPS and churn scores, and take corrective action and loop in leadership, when necessary, to mitigate churn risk
Revenue Growth: Identify upsell and cross sell opportunities to increase customer usage and product adoption, ensuring positive net revenue retention (NRR)
Contract Negotiation and Renewals: Own customer renewal cycles end to end, working directly with internal stakeholders as needed, to ensure customer satisfaction during the renewal process while adhering to contractual and department requirements for initiating renewal discussions and ensuring all departmental guidelines for providing pricing and any other requirements are followed
Customer Outcomes: Work with the customer, in partnership with management, to build Customer Success Plans, establishing critical goals, desired business outcomes, or other key performance indicators and aid the customer in achieving long and short-term goals
De-escalation: Manage customer complaints, and utilize internal resources where appropriate, to resolve issues with a sense of urgency and in a timely manner
Customer Feedback: Represent the voice of the customer to inform product roadmaps by collecting, analyzing, and disseminating customer feedback and product requirements to system improvements
Data Analysis: Utilize customer data and metrics to make informed decisions and provide actionable insights back to the customer
Advocate Identification: Identify opportunities for customers to become advocates, such as testimonials and case studies

Benefits

Flexible PTO (including 11 holidays and your birthday off)
401(k) plan with employer matching
Great health benefits with multiple plan option
Option to choose between in office, fully remote, or a hybrid work environment for all employees
Sabbatical program (4 weeks after 5 years of service)
Casual dress environment (when in office)
Catered lunches every Tuesday and Thursday
Company events each quarter
Signing stipend for a work-from-home setup
Free gym membership at our office
Annual employee development program stipend of $2,000 for each employee
Flexible parental leave with 10 weeks paid leave for ALL new parents
Fertility/adoption assistance
Annual tutoring stipend for your children
Mentorship program available immediately
Regular team outings
Advancement opportunities based on results, not politics

FinQuery, Formerly LeaseQuery is hiring a Customer Success Manager II