We are looking for a Customer Success Manager for the North America region.

Experience: Mid-Level

Position: 3+ experience in Finance / Business Valuation OR Customer Service/Customer Success

Availability: Full-time (40 hours weekly)

Job Function: Customer Success Manager

Location: Remote

Company Description: Valutico is a B2B FinTech player internationally operating a valuation platform that empowers financial services providers and valuation practitioners with data-driven tools to conduct their analyses more efficiently.

What are we looking for: A Customer Success Manager (CSM) for North America region to join our international team

Responsibilities:

Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them
Review the customer journey, identifying how it’s supported, taking a consultative approach in helping clients overcome issues and achieve goals
Facilitate interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time
Collaborate, problem solve, and strategize upcoming client meetings with team members
Prepare necessary documentation or visuals for client to demonstrate performance of campaigns; analyze trends in C-Sat/NPS scores to identify areas of improvement
Work with the sales and marketing team to collect customer references and develop case studies
Develop and understand customer outcomes by communicating with customers, analyze customer health metrics, run NPS and gather other feedback via Intercom.
Collaborate with the Product Team to alert them of customer issues or bugs, and note requests for platform development

3 years of experience in Finance / Business Valuation, Account Management, or Customer Success
The ability to work remotely and autonomously
Experience in working in Customer Success or studies in Finance (ideally in the valuation sphere) - and an aptitude for the other
A strong sense of motivation, a customer-focused mindset, excellent organizational skills, and the ability to learn quickly
Strong verbal and written communication, strategic planning, and project management skills
Analytical and process-oriented mindset
Comfortable working across multiple departments in a deadline-driven environment
Active team player, self-starter, and multitasker who can quickly adjust priorities
Fluent / Native English

What we offer:

A full-time position as a CSM
Fair Salary based on your experience, qualifications, and skills
International working environment in a fast-growing team

Valutico jobs

Customer Success Manager (North America)