Related skills
hubspot intercom asana ai customer.io📋 Description
- Own customer relationships: Manage client accounts and drive adoption.
- Drive adoption, retention & expansion: Increase product usage and renewals.
- Lead onboarding & implementation delivery: Manage onboarding projects with cross-functional teams.
- Improve processes through automation: Identify opportunities to automate tasks with AI tools.
- Be the voice of the customer: Represent feedback to product, ops, and marketing.
🎯 Requirements
- 3+ years in CS/AM or related role; fintech/finance wealth mgmt preferred.
- Strong customer engagement, relationship-management, and PM skills.
- Ability to collaborate cross-functionally with technical and non-technical stakeholders.
- Experience with CX tooling (Intercom, HubSpot, Asana, Customer.io or similar).
- Blend white-glove, human-first support with scalable CS programs.
- Strong segmentation skills by risk, health, and growth potential.
🎁 Benefits
- Equity stake included
- Health, dental, and vision coverage
- Retirement benefits
- Flexible PTO
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