Client Success Manager

📋 Description

• Conduct monthly check-ins and virtual meetings with banking partners to foster strong relationships and drive referrals.

• Act as the primary point of contact for referred clients to ensure their satisfaction and retention.

• Assist clients during the onboarding process, educating them about products and services.

• Maintain consistent and transparent communication throughout the sales and onboarding process.

• Address and resolve client issues promptly, escalating them when necessary.

• Develop long-term, trusted relationships with banking partners, retail teams, and their clients.

• Prepare and distribute monthly reports on leads and performance, logging all partner communications in Salesforce.

• Collaborate with sales representatives to follow up on leads and progress opportunities through the pipeline.

• Track and manage lead status in Salesforce, ensuring appropriate attribution to referring partners.

• Oversee the daily operations of the partner program, including onboarding, referral tracking, and reporting.

⛳️ Requirements

• Experience with CRM platforms (Salesforce preferred).

• Strong communication and interpersonal skills.

• Excellent organizational and time-management capabilities.

• Confident in presenting virtually to partners and clients.

• Background in customer success, partnerships, or sales is advantageous.

• Analytical thinker with a focus on process improvement.

• Proactive, detail-oriented, and client-focused.

🏝️ Benefits

• Health insurance.

• Retirement plans.

• Paid time off.

• Flexible work arrangements.

• Professional development opportunities.

• Sales Incentive Plan (Commission).