As a Customer Success Manager I, you will fill the critical role of serving as the face of FinQuery with respect to your assigned customers, maintaining long-term relationships by providing excellent customer service, and consultative support. You’ll be driving growth within the customer base by negotiating / renewing existing client contracts and identifying customers’ needs for additional products and services. In this role you will promote adoption, engagement and advocacy, enhancing FinQuery’s reputation and brand recognition. By learning how to understand your customers’ needs, you will be able to work with other teams cross functionally regarding your customers’ needs to meaningfully contribute to the development of FinQuery’s product roadmap. The Customer Success Manager I has strong verbal and written communication skills with the ability to lead customer meetings and host webinars.
Reports to CS Leader and/or Team Lead
What you will be doing: Client Onboarding: Work with sales and implementation teams to ensure a smooth transition from the presale state to the post-sale customer success stage. Expectations include, but are not limited to, joining kick-off calls, keeping up to date with the progress of the implementation, and scheduling a graduation callRelationship Management: Develop and maintain customer relationships, acting as the primary point of contact throughout the customer lifecycleProactive Communication and Documentation: Conduct regular proactive calls and account review meetings; utilizing CRM to maintain an accurate record of discussion and action itemsCustomer Retention: Monitor health metrics such as NPS and churn scores, and work with leadership to develop a customer improvement plan to mitigate churn riskRevenue Growth: Utilize internal resources to help identify upsell and cross sell opportunities to increase customer usage and product adoption, ensuring positive net revenue retention (NRR)Contract Negotiation and Renewals: Own customer renewal cycles end to end, working directly with internal stakeholders, to ensure customer satisfaction during the renewal process while adhering to contractual and department requirements for initiating renewal discussions and ensuring all departmental guidelines for providing pricing and any other requirements are followedCustomer Outcomes: Work with management to build Customer Success Plans, establishing critical goals, desired business outcomes, or other key performance indicators and aid the customer in achieving long and short-term goalsDe-escalation: Work with management team to raise critical client issues internally and mobilize resources to resolve issues with a sense of urgency and in a timely mannerCustomer Feedback: Represent the voice of the customer to inform product roadmaps by collecting, analyzing, and disseminating customer feedback and product requirements to system improvementsData Analysis: Utilize customer data and metrics to make informed decisions and provide actionable insights back to the customerAdvocate Identification: Identify opportunities for customers to become advocates, such as testimonials and case studiesConduct all business in accordance with FinQuery policies and proceduresAll other duties as assigned. What experience and skills we need you to have: 1-2 years customer success or account management experience in SaaS or software company4-year degree or equivalent experienceGood communication skills, both written and verbalMust have strong organizational skills and be detail orientedDemonstrated ability to build and maintain relationships with customersStrong analytical and goal oriented mindsetEmerging ability to recognize upsell and expansion opportunities when speaking to customersExposure to contract negotiations and renewal discussions with customersExperience working in G-Suite, Salesforce, and/or Churnzero Benefits: Flexible PTO (including 11 holidays and your birthday off)401(k) plan with employer matchingGreat health benefits with multiple plan optionSabbatical program (4 weeks after 5 years of service)Casual dress environment (when in office)Catered lunches every ThursdaySigning stipend for a work-from-home setupFree gym membership at our officeAnnual employee development program stipend of $2,000 for each employeeParental Leave BenefitsFertility/Adoption AssistanceAnnual tutoring stipend for your childrenMentorship program available immediatelyRegular team outingsAdvancement opportunities based on results, not politicsCulture that emphasizes inclusiveness driven by our REDI Committee Additional Information About Us
FinQuery is revolutionizing accounting automation and contract management. As the only provider offering a single platform for complete visibility into lease and vendor contracts, we empower organizations with unprecedented control over their top spending categories. Our award-winning AI-driven software helps over 8,000 organizations worldwide minimize risk, boost efficiency, and reduce costs. Join us as we redefine how businesses manage their finances.
FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.
Compensation The base pay range for this position is $55,000-$65,000, which represents between 40%-80% of total compensation. The final base pay for this position will be determined in FinQuery’s sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant’s skills, qualifications for the role, job-related knowledge, work experience, and FinQuery’s business and other operational considerations.
