Account Manager, Customer Success

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary contact for a designated portfolio of accounts, ensuring prompt responses and a seamless experience from onboarding to renewal.

• Assist customers in navigating the product, conducting training sessions, and promoting the adoption of best practices to achieve rapid time-to-value.

• Consistently track usage metrics and health scores.

• Organize and conduct regular meetings with customer leads to review usage statistics, share product updates, and ensure alignment with their original objectives.

• Collaborate with Implementation Managers and Digitization Consultants to guarantee clients achieve time-to-value rapidly and follow best practices.

• Expand Anduin’s presence within each account by identifying opportunities for renewal, upselling, and cross-selling across various product lines.

• Foster strong relationships with multiple teams within the customer organization to enhance Anduin’s value delivery.

• Work with Sales and Product teams to identify reference accounts, case studies, and product advocates.

• Utilize client feedback to shape the product roadmap and prioritize essential enhancements.

• Work closely with Product, Engineering, and Digitization teams to transform client needs into actionable solutions.

• Record insights and process improvements to support scalability and operational excellence within the Customer Success organization.

• Advocate for the customer’s voice internally, driving alignment on priorities and highlighting recurring themes to guide roadmap direction.

• Provide administrative and data support for renewal contracts and expansion agreements.

⛳️ Requirements

• 1–3 years of experience in Customer Success, Account Management, or Implementation within technology-focused companies, ideally in B2B SaaS or software platforms.

• Demonstrated success in driving adoption and increasing revenue across a portfolio of accounts.

• Exceptional communication and relationship management skills, with the capability to influence senior stakeholders.

• Strong analytical, problem-solving, and organizational skills.

• Ability to manage multiple accounts and priorities in a dynamic, high-growth environment.

• Experience working cross-functionally with Sales, Product, and Engineering teams.

• Preferred: Background in Private Markets, Financial Technology, or Legal Technology.

• Familiarity with project management tools (e.g., Smartsheet, ClickUp) and CRM systems (e.g., Salesforce).

• Prior experience in a startup or rapidly growing technology company.

🏝️ Benefits

• Fully remote work

• Professional development opportunities

• Flexible work hours