Customer Success Team Manager – Financial Technology

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

📋 Description

• Lead and inspire a team of Customer Success Representatives.

• Propel the team to achieve and surpass metrics and client expectations through effective pipeline management strategies.

• Mentor and develop Customer Success Representatives to meet daily, weekly, and monthly performance targets.

• Work collaboratively with other Customer Success Managers within the designated program, exchanging best practices and collectively addressing challenges.

• Present customer success strategies and solutions to clients, emphasizing MarketStar’s value proposition.

• Evaluate performance and ensure data accuracy by utilizing data management skills.

• Conduct regular team meetings, huddles, and one-on-one sessions to ensure alignment with performance expectations and company values.

• Review team processes, procedures, and outcomes to pinpoint areas for improvement.

• Develop and implement plans for process enhancement.

• Foster strong client relationships through proactive engagement and effective communication.

• Ensure compliance with risk management and compliance standards in all sales activities.

• Collaborate with other departments to discover new business opportunities and bolster customer success and sales initiatives.

• Carry out other related tasks as assigned.

⛳️ Requirements

• Background in payment processing, money movement, or other financial/payment products.

• Demonstrated experience in a customer success or account management position, preferably within a SaaS, financial software, or subscription-based business model.

• Experience managing a dedicated book of business in the mid-market segment.

• Proven success in B2B customer success or sales roles.

• Previous experience leading a team in a high-paced, quota-driven environment.

• Outstanding verbal, presentation, and written communication skills.

• Experience in building strong relationships, managing conflicts, and leading by example.

• Proven track record of coaching and developing underperformers to achieve target goals.

• Familiarity with Microsoft Office and/or G Suite tools.

• Experience with Salesforce is highly preferred.

• A customer-centric mindset with the ability to motivate others and uphold standards of excellence.

• Capability to adapt and effectively multitask in a dynamic environment.

• Strong analytical abilities for interpreting data and making informed decisions.

• Excellent client engagement skills.

• Solid understanding of sales analytics, including data and reporting trends, replicating success, and identifying/correcting opportunities.

• Effective customer success or sales skills to aid in business development efforts and meet sales targets.

• Familiarity with technology and tools that enhance customer success, sales operations, and client satisfaction.

• Knowledge of Salesforce is preferred.

🏝️ Benefits

• Structured learning and career development programs.

• Mental health program.

• Generous Paid Time Off policy.

• Paid medical leave.

• Child/Dependent care reimbursement.

• Education reimbursement.

• 401k match.

• Hardship loan program.

• Access to a financial wellness advisor.

• Comprehensive healthcare coverage including medical, dental, and vision.

• Variable bonus component of $15,000.00 USD annually.