Customer Success Manager, Mid-Market

🕒 Junho 29

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Juniper Square

Juniper Square

201 - 500 funcionários

💸 Finanças

🏠 Imobiliário

☁️ SaaS

💰 $75.000.000 Series C em 2019-11

Finance • Real Estate • SaaS

A Juniper Square é uma empresa que oferece uma plataforma abrangente e soluções personalizadas para parcerias de investimento privado. Fundada em 2014, a empresa se concentra em possibilitar uma conexão e comunicação contínua entre General Partners (GPs) e Limited Partners (LPs) ao longo de todo o ciclo de vida do investimento. A tecnologia da Juniper Square é feita sob medida para apoiar empresas de imóveis comerciais, private equity e capital de risco de todos os tamanhos. A plataforma oferece serviços como administração de fundos, captação de recursos, gestão de investidores, compliance e relatórios para investidores, todos destinados a aprimorar a transparência, a governança de dados e a experiência geral do investidor.

Descrição

• Manage a portfolio of 60-75 existing customer accounts • Work with end-users of the product on implementation, onboarding, product adoption, and renewals • Review customer metrics for product adoption, client satisfaction, and customer goals • Develop advanced knowledge of the customer, product, and industry • Contribute to internal projects that improve operational infrastructure • Work with product and engineering teams to create new product features that reflect the voice of our customers • Use AI tools (e.g., Claude) as part of your core CSM workflow so you arrive sharper, faster, and more customer-ready. • Look for ways to apply AI across your book and your own workflow, and share what works so the wider team benefits.

🎯 Requisitos

• 5+ years of professional experience and 3+ years in a relevant customer success management role • Experience communicating with clients in written and verbal form • Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives • Passion for contributing to the customer's success with a product or service • Demonstrates competence in prioritization of time, resources, tasks, and people in order to meet deadlines and goals • Demonstrated experience quickly learning advanced technical subject matter and curiosity to grow in knowledge • Consistent, thoughtful use of AI across your core CSM deliverables, including the instinct to set it up with good context and a real example of where it improved quality, speed, or customer readiness. • Thrives in a changing and evolving work environment • Bachelor's degree or equivalent years of professional experience • Preferred: • Experience producing AI-powered work others reuse or run AI-enabled improvements with measurable outcomes.

🏖️ Benefícios

• Health, dental, and vision care for you and your family • Life insurance • Mental wellness coverage • Fertility and growing family support • Flex Time Off in addition to company paid holidays • Paid family leave, medical leave, and bereavement leave policies • Retirement saving plans • Allowance to customize your work and technology setup at home • Annual professional development stipend

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