Job Overview We're looking for a proactive Success Manager to build strong client relationships, drive account success, and deliver exceptional service for our SaaS platform. You'll collaborate with cross-functional teams, use Salesforce CRM, and ensure clients maximize the value of our solutions. Responsibilities Build and nurture client relationships, providing strategic guidance to optimize SaaS platform use Proactively manage client accounts, ensuring timely service delivery and issue resolution Collaborate with sales, product, and support teams to tailor solutions and enhance satisfaction Use Salesforce CRM to track interactions, update account data, and analyze insights Coordinate client onboarding, including training on tools and CRM systems Conduct regular check-ins to review metrics, gather feedback, and identify upsell opportunities Resolve customer issues promptly with strong problem-solving and communication Skills Strong project management and prioritization in fast-paced environments Proficiency in Salesforce Cloud and CRM systems SaaS or financial services experience (preferred) Excellent written and verbal communication Cross-functional collaboration with sales, support, and product teams Analytical mindset for data-driven decision-making Passion for customer relationship management and exceptional client experiences Join our team and help shape the future of customer success!

Pay:

$26.34 - $32.51 per hour Expected hours: No more than 40.0 per week

Benefits:

401(k) 401(k) matching Employee assistance program Employee discount Flexible schedule Paid time off Paid training Work from home

Work Location:

Hybrid remote in Blue Hill, ME 04614