Enterprise Success Manager

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Candidly

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

📚 Education

Finance • Fintech • Education

Candidly is a company that provides innovative financial wellness solutions for managing student debt and promoting savings. The platform offers various tools and services, such as student debt solutions, emergency savings, tuition reimbursement, and student loan retirement matching. Candidly partners with employers, record keepers, financial institutions, and advisors to offer these benefits, aiming to enhance employee engagement and retention by supporting their financial wellbeing. The company is recognized for its impact in helping users reduce their student loan burden and improve financial confidence.

📋 Description

• Own a named portfolio of Candidly's highest-ARR and highest-growth-potential enterprise accounts • Become an expert on the Candidly platform and champion of our brand, you will strive to provide our customers with that “delight” moment • Externally serve as the first point of contact for our customers, keeping a high concern for quality of product and experience • Internally serve as the central point of contact for the organization on all customer initiatives • Use AI-assisted tools to streamline meeting prep, QBR/EBR development, and account documentation — reducing administrative time and increasing time spent on strategic account work • Collaboratively develop success plans aligned with customer objectives, and communicate progress on these plans internally and externally via activities such as business reviews • Develop innovative ways to share relevant and impactful insights back to customers, building a narrative around the value and ROI achieved with Candidly • Generate excitement for new or developing products by working with marketing, product and sales on rollout plans, pipeline management and upsell/expansion campaigns • Optimize existing processes and seek to improve all aspects of the customer experience with the company • Continually strive to exceed customer satisfaction and NPS targets • Document all communication with customers accurately and in a timely manner • Foster a culture of professionalism and customer advocacy

🎯 Requirements

• Minimum 5-10 years work experience • 3-5 years of experience in Customer Success, Account Management, Consulting, or Project Management • Experience servicing institutional clients of all sizes, but large enterprise customer success experience is required • Proficient interpersonal skills, demonstrated by a strong sense of empathy plus the ability to build authentic business relationships and effectively manage relational challenges • Proven experience working with and influencing key decision makers (VP level and above decision makers) • Comfort creating and adopting AI-assisted workflows to scale account coverage without scaling headcount 1:1 • Influential verbal and written communication skills, including expertise in presenting to both small and large audiences • Accountability, organization, and time management skills are essential • Project management skills are critical to roles success • Proactive, responsive, customer-first attitude with a proven track record of acting as customer champions • Experience building, evaluating and optimizing processes, including large-scale integrations • A team-player with a proven track record of excelling in fast-moving environments and taking initiatives above and beyond the call of duty.

🏖️ Benefits

• Candidly offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check & fingerprints). • Candidly strives to foster an environment where every employee can succeed. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identity, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.