Customer Success Manager (CX)

Remote: 
Full Remote
Contract: 
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Offer summary

Qualifications:

At least 2 years of experience in customer success, account management, or consulting roles., Strong organizational skills with attention to detail., Ability to manage projects and work cross-functionally with teams., Excellent communication skills and a client-focused mindset..

Key responsibilities:

  • Become an expert in Numeral's operations and processes.
  • Respond to client inquiries via calls and emails promptly and professionally.
  • Continuously seek feedback to improve the onboarding process.
  • Ensure timely follow-up with clients and internal teams to resolve issues.

Numeral logo
Numeral Financial Services Small startup https://www.numeralhq.com/
2 - 10 Employees
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Job description

Position Overview:

  • The Customer Success Manager position is a dynamic role designed for someone excited to understand client pain points and work towards making Numeral a truly hands off experience.

  • You’ll be working directly with our largest customers. And, you’ll work cross-functionally with teams across Numeral, from sales and support to design and engineering.

  • You are a project-lead and quarterback, and your goal is to ensure our clients are cared for, troubleshoot issues and work with across multiple teams to find solutions.

📝 Responsibilities:

  • Become an expert at how Numeral operates, learning every part of how our operations fit together.

  • Hop on calls and answer daily emails from clients in a timely and professional manner.

  • Go above and beyond to offer a truly awesome experience for our customers.

  • Always be thinking and providing feedback about how our onboarding process can improve.

  • Move fast, but also have an intense attention to detail, so that clients are set up for success in the long-run.

  • Curious/Inquisitive: Ensure you and the client are on the same page about issues to be tackled. Understanding the root cause of a specific problem is the only way to solve it in the long run and prevent it from happening again.

  • Ownership: following up with the client in a timely manner, as well as with internal teams, is key to the role.

🎓 Qualifications:

  • At least 2 years of professional experience in customer success, account management, biz ops, or consulting roles.

  • Client advocate: You go above and beyond to create an awesome customer experience.

  • Highly organized: You pay attention to the tiniest details and create personal systems in your day-to-day to ensure nothing slips.

  • Project manager: You can see a problem and recognize the steps needed to overcome obstacles. And then, you can execute. You’re able to work cross-functionally with ease.

  • Multitasker: You can juggle multiple clients and projects and issues at the same time, and again, ensure nothing slips.

  • Selfless: You assist your teammates, support your clients, ultimately, help Numeral become better each day.

Benefits:

  • Competitive salary

  • Stock options

  • Full healthcare

  • Generous vacation

  • Access to 401(k) program

Location:

  • Preference for SF Bay Area, but open to remote.

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Detail Oriented
  • Multitasking
  • Organizational Skills
  • Communication
  • Problem Solving

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