Customer Success Manager – Strategic

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November 6

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Affinity.co

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Artificial Intelligence • B2B • Finance

Affinity. co is a relationship intelligence platform that helps manage and grow business networks. Affinity leverages artificial intelligence to automatically analyze and organize data on business contacts to provide actionable insights and enhance relationship building efforts. It is especially beneficial for dealmakers in industries like investment banking, private equity, and venture capital, enabling them to maintain stronger professional connections and improve deal flow.

201 - 500 employees

Founded 2014

🤖 Artificial Intelligence

🤝 B2B

💸 Finance

📋 Description

• Own a book of Affinity's strategic customers, and drive renewals and upsells for these accounts. • Serve as a Customer Advocate: build a strategy to manage the engagement and success of our clients. • Act as a trusted advisor to our customers to drive broad product adoption and ensure they reach a high level of satisfaction with the product. • Become a product expert: Develop best practices to share across clients, helping them best leverage Affinity's full functionality. • Interface closely with sales, support, product, and engineering teams to share client feedback, resolve escalations, deliver outstanding client experiences, and directly impact the product roadmap.

🎯 Requirements

• 5+ years of experience as a Customer Success Manager, Account Manager, or similar role. • Proven track record of achieving commercial targets and goals in a customer success organization, preferably in an enterprise SaaS setting. • Experience managing complex accounts, renewals, and upsells/cross-sells. • You have excellent interpersonal skills with a history of building strong business relationships. • You're an influential communicator with experience presenting to small and large audiences. • You're proficient in organization, account prioritization, and time management. • Proven experience executing the customer journey while maintaining excellent internal operational cadences. • Ability to orchestrate cross-functional resources to ensure the success of your clients. • You are excited by the startup environment; you want to contribute to fine-tuning the structure and process to scale the customer success team.

🏖️ Benefits

• Health Benefits: We cover both you and your dependents' healthcare, dental, and optical insurance premiums and offer flexible personal & sick days to support your well-being. • Retirement Planning: We offer a pension plan through SmartPension to help you plan for your future. • Learning & Development: We provide an annual education budget and a comprehensive L&D program. • Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness. • Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.