Customer Success Manager

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $90k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Sharetec Systems

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🏦 Banking

💳 Fintech

Finance • Banking • Fintech

Sharetec Systems is a leading provider of core processing solutions and digital innovations specifically tailored for credit unions. Their flagship web-based core software, Sharetec Velocity, enhances efficiency and member experience by integrating CRM tools, advanced analytics, and more. Sharetec also offers robust online and mobile banking solutions, eServices, and a variety of back-office tools to streamline operations and improve productivity for credit unions. Known for its commitment to client success and innovative technology, Sharetec partners closely with its clients to ensure their solutions remain relevant and effective.

📋 Description

• Serve as the primary strategic contact for assigned credit union customers • Develop trusted relationships with executive leadership, operational leaders, and key stakeholders • Conduct Quarterly Business Reviews (QBRs) • Create and maintain Success Plans for at-risk and strategic accounts • Drive customer engagement through proactive outreach and relationship-building activities • Act as the voice of the customer internally • Identify customer risks early and coordinate cross-functional efforts to resolve concerns • Monitor customer health indicators and take action before issues impact satisfaction • Help customers maximize utilization of Sharetec products and services • Partner closely with Support, Product, Professional Services, Sales, and Leadership teams

🎯 Requirements

• 3+ years of Customer Success, Account Management, Relationship Management, Banking, Credit Union, SaaS, or Financial Technology experience • Experience managing executive-level customer relationships • Strong presentation and communication skills • Ability to interpret business metrics and provide strategic recommendations • Proven ability to manage multiple priorities and customer portfolios • Experience working cross-functionally in a fast-paced environment

🏖️ Benefits

• Competitive salaries • Medical, dental, vision, life, and disability coverage • Generous Paid Time Off (PTO) • Paid holidays (including your birthday off!) • $1,000 employee referral program • 401(k) with company matching