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As a Customer Success Manager I, you will fill the critical role of serving as the face of FinQuery with respect to your assigned customers, maintaining long-term relationships by providing excellent customer service, and consultative support. You’ll be driving growth within the customer base by negotiating / renewing existing client contracts and identifying customers’ needs for additional products and services. In this role you will promote adoption, engagement and advocacy, enhancing FinQuery’s reputation and brand recognition. By learning how to understand your customers’ needs, you will be able to work with other teams cross functionally regarding your customers’ needs to meaningfully contribute to the development of FinQuery’s product roadmap. The Customer Success Manager I has strong verbal and written communication skills with the ability to lead customer meetings and host webinars.
Reports to CS Leader and/or Team Lead
What you will be doing:
Client Onboarding: Work with sales and implementation teams to ensure a smooth transition from the presale state to the post-sale customer success stage. Expectations include, but are not limited to, joining kick-off calls, keeping up to date with the progress of the implementation, and scheduling a graduation callRelationship Management: Develop and maintain customer relationships, acting as the primary point of contact throughout the customer lifecycleProactive Communication and Documentation: Conduct regular proactive calls and account review meetings; utilizing CRM to maintain an accurate record of discussion and action itemsCustomer Retention: Monitor health metrics such as NPS and churn scores, and work with leadership to develop a customer improvement plan to mitigate churn riskRevenue Growth: Utilize internal resources to help identify upsell and cross sell opportunities to increase customer usage and product adoption, ensuring positive net revenue retention (NRR)Contract Negotiation and Renewals: Own customer renewal cycles end to end, working directly with internal stakeholders, to ensure customer satisfaction during the renewal process while adhering to contractual and department requirements for initiating renewal discussions and ensuring all departmental guidelines for providing pricing and any other requirements are followedCustomer Outcomes: Work with management to build Customer Success Plans, establishing critical goals, desired business outcomes, or other key performance indicators and aid the customer in achieving long and short-term goalsDe-escalation: Work with management team to raise critical client issues internally and mobilize resources to resolve issues with a sense of urgency and in a timely mannerCustomer Feedback: Represent the voice of the customer to inform product roadmaps by collecting, analyzing, and disseminating customer feedback and product requirements to system improvementsData Analysis: Utilize customer data and metrics to make informed decisions and provide actionable insights back to the customerAdvocate Identification: Identify opportunities for customers to become advocates, such as testimonials and case studiesConduct all business in accordance with FinQuery policies and proceduresAll other duties as assigned.What experience and skills we need you to have:
4-year degree or equivalent experience1-2 years customer success or account management experience in SaaS or software companyGood communication skills, both written and verbalMust have strong organizational skills and be detail orientedDemonstrated ability to build and maintain relationships with customers Strong analytical and goal oriented mindsetEmerging ability to recognize upsell and expansion opportunities when speaking to customers Exposure to contract negotiations and renewal discussions with customersExperience working in G-Suite, Salesforce, and/or ChurnzeroBenefits:
Flexible PTO (including 11 holidays and your birthday off) 401(k) plan with employer matching Great health benefits with multiple plan option Option to choose between in office, fully remote, or a hybrid work environment for all employeesSabbatical program (4 weeks after 5 years of service)Casual dress environment (when in office)Catered lunches every Tuesday and ThursdayCompany events each quarterSigning stipend for a work-from-home setupFree gym membership at our officeAnnual employee development program stipend of $2,000 for each employee Flexible parental leave with 10 weeks paid leave for ALL new parentsFertility/adoption assistance Annual tutoring stipend for your childrenMentorship program available immediately Regular team outingsAdvancement opportunities based on results, not politicsCulture that emphasizes inclusiveness driven by our REDI CommitteeAbout Us
FinQuery is an innovative contract & spend intelligence company whose solutions are used by over 7,000 organizations worldwide. What sets us apart is that we’re the only provider offering complete visibility into an organization’s largest areas of spend – leases, software subscriptions, and other financial contracts – all in one platform.
Our platform provides our customers with unprecedented insight that drives informed decisions on their largest areas of spend and allows organizations to solve problems that matter for their business.
FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.
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