Customer Success Manager – Scaled Mid-Market

🕒 Julho 15

🌐 Estados Unidos, Canadá, +3 outros países – Remoto

🇺🇸 Estados Unidos – Remoto (EUA) 🇨🇦 Canadá – Remoto 🇮🇳 Índia – Remoto 🇱🇺 Luxemburgo – Remoto 🇬🇧 Reino Unido – Remoto (RU)

💵 $86.000 - $95.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🏆 Sucesso do Cliente

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Juniper Square

SiteLinkedInTodas as Vagas

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 220+ client accounts, leading them through the customer journey following onboarding • Own the success and health of your assigned clients by developing and deploying strategies aimed to increase customer value and optimize retention • Build strong, trust-based relationships while leveraging digital and scaled engagement to drive product adoption and customer satisfaction • Proactively monitor customer health and usage trends to identify risks and opportunities for growth • Support and own renewal conversations and mid-contract escalations, while collaborating cross-functionally to identify and drive expansion opportunities • Act as the voice of the customer internally, advocating for customer needs and influencing product and process improvements • Develop advanced knowledge of the customer, product, and industry • 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

• 3+ years of professional experience with at least 2 years of experience in a customer success or account management role • Experience in a fast-paced SaaS organization, fintech, or related industry • Strong written and verbal communication skills, with the ability to convey complex information in a clear and understandable manner • Experience interacting with a high volume of customers, with demonstrated skills in time management and prioritization • Ability to analyze customer data and performance metrics to derive actionable insights • Experience using data and technology to drive customer enablement, with preferred experience in Salesforce, Outreach, and Looker • Demonstrated experience learning advanced knowledge on technical subject matters 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. • Bachelor's degree or equivalent years of professional experience.

🏖️ 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