Customer Success Manager

BizEquity is a high-growth WealthTech company that prides itself on being the industry leader in on-demand business valuation. The platform enables financial advisors, accountants, business coaches, insurance agents, bankers, and other financial professionals to generate accurate, on-demand business valuations and insights for their business-owner clients, helping them differentiate their services, generate additional revenue streams, and add value to both current and prospective clients.

The BizEquity team is seeking a highly motivated Customer Success Manager (CSM) to join the growing Customer Success team. Reporting to the Sr. Director of Customer Success, our Customer Success Manager will focus on building and nurturing strong relationships with our customers, ensuring they derive maximum value from the platform, and ultimately contributing to their long-term success and retention.

This role will focus on the beginning of the customer journey on the BizEquity platform, specifically on the onboarding process and new-user implementation. The ideal candidate must possess strong presentation skills and specialize in providing best-in-class training to our new users, ensuring they receive the white-glove treatment from the very beginning of their journey with BizEquity. The ideal candidate will also possess excellent communication, problem-solving, and interpersonal skills and have a passion for helping others succeed.

• Guide new users through the onboarding process to ensure a smooth, successful implementation.
• Educate customers on product features, best practices, and new functionalities to drive adoption and utilization.
• Build and maintain strong, long-lasting relationships with standard customers and enterprise customers, serving as their primary point of contact.
• Act as a trusted advisor for BizEquity users, understanding the customer’s business needs, challenges, and goals, and how the BizEquity platform helps address and realize them.
• Proactively engage with customers to assess their health, identify potential churn risks, and implement proactive, preventative measures as needed.
• Conduct regular check-ins and meetings to demonstrate the ROI of BizEquity to customers and the value they receive.
• Identify and address customer pain points, provide solutions, and escalate issues to the appropriate internal teams when necessary.
• Collaborate with the sales team to ensure seamless transitions throughout the customer journey.
• Act as an internal advocate for the customer, providing feedback to product, tech, and marketing teams to influence the product roadmap and improve the overall customer experience.
• Encourage participation from our power users in case studies, testimonials, and referral programs.
• Identify opportunities for expansion and upsell opportunities within existing accounts
• Maintain a deep understanding of BizEquity's product, its features, and its value proposition.
• Bachelor's degree in Business, Marketing, Communications, or a related field (or equivalent practical experience).
• 3 years of experience in Customer Success, Account Management, or a client-facing role, preferably within a SaaS or technology (experience in the Fintech, Wealthtech, and/or Financial Services industry is a plus).
• Excellent communication (written and verbal), presentation, and interpersonal skills.
• Proven track record of building and maintaining strong customer relationships.
• Strong problem-solving and analytical abilities.
• Ability to manage multiple priorities and projects simultaneously in a fast-paced environment.
• Proficiency with CRM software (e.g., HubSpot, Salesforce).
• Experience with Customer Success platforms (e.g., Gainsight, ChurnZero) is a plus.Self-motivated, proactive, and results-oriented with a strong customer focus.
• Ability to work independently and as part of a collaborative team.
  
  

What We Offer:

• Competitive compensation, including base salary and incentive bonus
• Healthcare, dental, and vision coverage
• Flexible time off policy
• Hybrid work environment based in Philadelphia
• Opportunity to join a passionate, collaborative team in a high-growth SaaS company
• Meaningful ownership and the chance to make a visible impact on the customer experience
  
  

The well-being of our employees is paramount. For that reason, ACBJ offers a variety of rich and competitive benefits including bundled health, dental and vision plans designed to meet our employees' needs. We also provide programs to support mental health and wellness and a generous time-off policy in support of taking the time needed to recharge. Here are just a few of our programs: * Paid Parental Leave * 401K Plan with Employer Match * Flexible Spending Accounts * Employee Assistance Program * Multiple Employee Dependent Scholarship Programs * Commuter Flexible Spending * Lifestyle Programs (Including incentives for healthy habits) * Medical Infertility Services * Corporate discount programs * Employee Recognition/Service Awards * And so much more! (Benefits coverage indicated above may be based on employee participation in benefit programs and eligibility)This Company is an Equal Opportunity Employer. The Company considers applicants for all positions without regard to race, color, religion, national origin, gender, age, marital status, disability, veteran status, sexual orientation, genetic information or any other characteristic protected by applicable city, state or federal law. COMPENSATION: $70K, 10% Bonus OTE