Customer Success Team Manager – Financial Technology

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 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

• Guide and motivate a team of Customer Success Representatives • Monitor team performance and implement customer success strategies • Provide regular coaching and support to improve team skills and knowledge • Drive the team to meet and exceed metrics and client expectations through pipeline management processes • Coach and develop representatives to hit daily, weekly, and monthly input and output targets • Collaborate with other customer success managers to share best practices and solve problems • Present customer success solutions and strategies to clients, highlighting the value proposition • Analyze performance and ensure data accuracy using data management skills • Hold regular team meetings, huddles, and employee 1:1s • Assess team processes, procedures, and outcomes to identify improvement opportunities • Build and execute process improvement plans • Maintain strong client relationships through proactive engagement and effective communication • Ensure adherence to risk management and compliance standards in sales activities • Collaborate with other departments to identify new business opportunities and support customer success and sales efforts • Perform other related duties as assigned

🎯 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 • Experience managing a dedicated book of business in the mid-market space • Successful performance in B2B customer success or sales • Prior experience leading a team in a fast-paced, quota-driven environment • Excellent verbal, presentation, and written communication skills • Experience building strong relationships, managing conflict, and leading by example • Track record of coaching and developing low performers to reach target attainment • Familiarity with Microsoft and/or G Suite tools • Customer-centric attitude with the ability to motivate others and drive standards of excellence • Ability to adapt and effectively multitask in a dynamic environment • Strong analytical skills to interpret data and drive informed decision-making • Excellent client engagement skills • Strong understanding of sales analytics, including data and reporting trends, showcasing/duplicating success, and identifying/correcting opportunities • Effective customer success or sales skills to support business development efforts and achieve sales targets • Familiarity with technology and tools to enhance customer success, sales operations, and client satisfaction • FinTech or SaaS sales experience highly preferred • SaaS experience highly preferred • Salesforce experience highly preferred • Knowledge of Salesforce preferred

🏖️ 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