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Customer Success Partner
Skills
Cross-SellingCustomer EngagementCustomer ExperienceCustomer RetentionCustomer SatisfactionCustomer SuccessOrganization Skills
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- B.A. or B.S. degree preferred or equivalent experience
- 2+ years of Customer Success or Account Management experience
- Understanding of pipeline revenue, forecasted revenue, and sales cycle revenue management
- Proven ability to drive continuous value of products
- Proven interpersonal management skills and exceptional business acumen
- Attention to detail, strong organizational skills, and an absolute focus on quality of work
- SaaS experience is a plus
- Experience in the lending industry is a plus
Nice to have
- Attention to detail
- Organizational skills
- Business acumen
- Interpersonal management skills
- Technical communication skills
Day to day
- Assist Onboarding Specialist with new clients setup
- Troubleshoot technical problems, advise clients on Tekambi functionalities
- Maintain communication, gather feedback, optimize platform usage
- Identify opportunities for account growth and upselling
- Analyze data to provide insights, improve client performance
- Develop policies to enhance customer experience and retention