Job Summary:
We are seeking a highly motivated and experienced Customer Success Manager to join our team. This position is an excellent opportunity to get ahead in the financial industry as you will be able to help in a variety of financial areas namely Accounting, Taxes, and Financing. As a Customer Success Manager, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction and success with our products and services. You will serve as the main point of contact for our customers, providing them with exceptional support and guidance throughout their journey with us. This is an excellent opportunity to work in a dynamic and fast-paced environment within the financial services industry.

Duties:
- Develop and maintain strong relationships with assigned customer accounts
- Serve as the primary point of contact for customer inquiries, and issues
- Understand customer needs and goals
- Ensure client goals are being met by coordinating work within the company and ensuring swift and timely execution of priorities.
- Assist in the development of customer success strategies and best practices
- Willingness to learn a variety of tasks and help as needed

Experience:
- Proven experience in customer relationship management or account management roles
-Background in financial services and an understanding of basic accounting principles
- Excellent communication skills, both written and verbal
- Ability to analyze data and provide actionable insights
- Project management skills to effectively manage multiple customer accounts simultaneously
- Demonstrated ability to build rapport and establish trust with customers
- Strong problem-solving skills with a focus on delivering exceptional customer service

If you are passionate about customer success, have a strong background in account management, and thrive in a collaborative environment, we would love to hear from you. Join our team as a Customer Success Manager and help drive the success of our valued customers.

Job Type: Full-time

Pay: $12.00 - $18.00 per hour

Expected hours: 40 per week

Benefits:

• Flexible schedule
• Flexible spending account
• Paid time off
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• On a scale of 1-10 how would you rate your desire to learn and grow your skills within the financial industry? (10 being I don't know how I could live another day without it. 1 being I can't even look at it.)

Ability to Relocate:

• Pleasant Grove, UT 84062: Relocate before starting work (Required)

Work Location: In person