Customer Success Manager – Financial Technology

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $60k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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MarketStar

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1988

💼 Consulting

📣 Marketing

☁️ SaaS

Consulting • Marketing • SaaS

MarketStar is a company that provides comprehensive growth-focused solutions, emphasizing demand generation, digital marketing, customer success, and revenue operations. They work in B2B contexts to drive business growth by optimizing sales pipelines, partner channels, and customer relationships. MarketStar utilizes advanced technologies and data-driven strategies to enhance customer retention and increase revenue through tech stack optimization, automation, and strategic planning. They boast significant achievements in partner-driven revenue expansion and customer success in various industry segments.

📋 Description

• Manage customer relationships via a dedicated book of business, owning the overall success of customers and ensuring long-term satisfaction and affinity • Build and foster relationships with key decision-makers and stakeholders across multiple customer teams • Understand observed issues and offer solutions • Drive account-wide adoption of products and services through proactive engagements, training, and support • Implement personalized playbooks triggered by customer activities • Address low payment adoption through targeted outreach and enablement • Investigate and identify potential reasons for low adoption and usage • Combat churn through carefully planned, positive experiences across the post-sales buyer journey • Monitor customer health and create risk mitigation plans • Schedule business reviews to realign on goals, problems, and needs; define next steps to drive user adoption and resolve risk issues • Analyze data and customer activity to identify opportunities for upsell, cross-sell, and account management • Provide timely reactive support, product updates, high-value information, and event invitations

🎯 Requirements

• Experience with payment processing, money movement, or other financial/payment products • Proven experience in a customer success or account management role, ideally within a SaaS, financial software, or subscription-based business model • At least 2 years managing a dedicated book of business in the mid-market space • Strong understanding of the post-sales customer journey • Ability to orchestrate complex buyer experiences and drive long-term value • Strong negotiation skills; comfortable navigating financial conversations and cancellations • Excellent communication, interpersonal, and presentation skills • Proactive and problem-solving mindset with a focus on customer outcomes • Ability to analyze data and identify trends to inform customer strategies • Experience with Salesforce, Gainsight, or other CRM and Customer Success platforms • Experience with onboarding and implementation processes for new solutions preferred • Familiarity with risk mitigation strategies to combat customer churn • Understanding of ROI realization in subscription models

🏖️ Benefits

• Structured learning and career development programs • Mental health program • Generous Paid Time Off policy • Paid medical leave • Child/Dependent care reimbursement • Education reimbursement • 401k match • Hardship loan program • Access to financial wellness advisor • Comprehensive healthcare coverage including medical, dental, and vision