Risk management and compliance software purpose built for financial services organizations.
Financial Enterprise Risk Management • Vendor Risk Management • Organizational Risk Management • Compliance Risk Management • Cyber Risk Management
201 - 500
April 5
🇺🇸 United States – Remote
💵 $95k - $105k / year
⏰ Full Time
🟠 Senior
🏆 Customer Success + Account Manager
🗽 H1B Visa Sponsor
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Risk management and compliance software purpose built for financial services organizations.
Financial Enterprise Risk Management • Vendor Risk Management • Organizational Risk Management • Compliance Risk Management • Cyber Risk Management
201 - 500
• Manage a portfolio of Enterprise & Strategic clients in their post-sales customer journey including kickoff, adoption, renewals, and advocacy. • Drive business process recommendations to accelerate the adoption, retention, expansion, and value achievement while identifying and resolving risk. • Stay on top of evolving product/service offerings for high-touch Enterprise and Strategic level clients. • Work cross-functionally with Product, Sales, Support and others; facilitate conversations to help drive outcomes. • Track & monitor customer base and collaborate with account team on growth and expansion opportunities. • Prepare and deliver Business Reviews effectively and strategically. • Develop an advanced knowledge of our SaaS software solutions and related services. • Develop a generalized understanding of our typical customer’s business and the outcomes they look to achieve with our solutions. • Develop a specific working knowledge of named customer’s business and the outcomes they look to achieve with our solutions. • Develop a working knowledge of the market and environment in which our customers operate. • Assist leadership with special projects as needed.
• 6+ years of proven experience in Customer Success, Account Management, Business Development, or another senior level client-facing role • Experience in working with complex, multi-divisional, multi-geographical customers • Experience developing relationships with customer C-Suite • Demonstrated ability to influence and/or affect change • Analytical both quantitatively and qualitatively: must be comfortable with PowerPoint, Excel, Word and willing to learn new programs. • Expert at juggling dozens of competing demands and managing limited time. • Team-oriented and results driven to get things done for our customers. • Proven track record of being a strategic Customer Success Manager • Passionate about building a great company and a great product. • Intellectually curious, adaptable, catalyst • Ideal team player: hungry, humble, smart • Customer focused
• Responsible PTO Plan that meets or exceeds state and local medical and family leave laws • 11 paid holidays • Community and social events to keep you connected and engaged • Mental Health Benefits • Medical, Dental and Vision insurance • Company-paid Group Life Insurance, Short- and Long-Term Disability • Flexible Spending Account & Health Savings Account • Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice • Pet Insurance • 401 (k) with company match with eligibility on Day 1 of employment • 2 Paid Volunteer Time Off Days • And much more!
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