Customer Success Manager

Role Overview

As a Customer Success Manager, you will be responsible for stewarding the success of relationships with Non-Bank Lenders across their journey. You will participate in the implementations process, meet with clients monthly, and analyze customer problems to position Symphonix products and services to resolve them.

What You Will Do

Your responsibilities will include participating in implementations, meeting with clients, analyzing customer problems, ensuring customer issues are dealt with efficiently, partnering with clients to discuss renewal needs, and coordinating with internal teams to address client requests.

Why It Might Be a Fit

We are looking for a highly motivated individual with a proven track record in cross-sales quota and metrics-driven customer advocacy and satisfaction environment. You should have general relationship building skills and the ability to maneuver within FI management structure to engage at the Executive level.

Requirements

• Typically requires a Bachelor’s degree or equivalent experience and may require up to 2 years of related experience
• CSM / Sales experience of 2+ years preferred
• Lending experience of 2+ years preferred
• SaaS software experience preferred but not required
• Proven results in cross-sales quota and metrics-driven customer advocacy and satisfaction environment
• General relationship building skills and ability to maneuver within FI management structure to engage at the Executive level

Benefits

• Health & Wellness
• Hybrid Work Opportunities
• Flexible Time Off
• Career Development & Mentoring Programs
• Health & Wellness Benefits
• Community Volunteering & Company Philanthropy Programs
• Employee Peer Recognition Programs