Client Success Program Manager (Enterprise)

Qualifications

• Background in fintech or related financial industries
• Min. 5-7 years work experience in a B2B context, SaaS preferred
• Min. BA/BS degree, preferably in a finance-related field
• Prior experience in a Customer Success or Strategic Account Management role
• Demonstrated experience in managing 10+ customers while achieving high customer retention rates
• Strong project management, problem-solving, and analytical skills
• Excellent presentation and communication skills

Benefits

• Competitive compensation (i.e. salary, bonus, 401k, and equity)
• Majority of medical, dental, disability, life, and other insurance paid
• Unlimited PTO with a boss that encourages taking time off and using PTO to recharge
• 10 paid holidays and company shutdown between Christmas and New Years
• Weekly catered lunches, stocked kitchens, quarterly company/department activities
• Maternity/paternity leave, EAP program

Schedule

Not specified

Pay

Not specified

Skills

• Curiosity: Do you constantly ask “Why?”
• Strong communication: Do you enjoy meeting new people?
• Problem solving: Do you like looking at a process and thinking, “Well that should be done differently?”
• Business acumen: Do you have a baseline understanding of how businesses work (revenue, costs, margins, win-rates, etc.)?
• Team player: Do you love working with, coaching, and learning from your peers?

About the role

Program Managers are responsible for designing and delivering successful win-loss analysis programs for our clients. This role is somewhere between Customer Success and Consulting - it’s more strategic & hands-on than your typical Customer Success role, but not quite as “custom” as your typical consulting role. A great fit for someone looking to take the CS skills they’ve learned and apply them by working directly with executives on the top problems they’re facing.

Responsibilities

• Develop strong client relationships and become a master of our clients’ business models, products, GTM motions, etc
• Work with 15 - 20 clients at a time managing their win-loss programs
• Set up and manage the win-loss data collection and interview process for your clients
• Conduct win-loss interviews
• Summarize key interview themes and communicate them to clients
• Ensure client adoption of Clozd software and key win-loss findings
• Manage the commercial experience for existing clients, including renewing contracts and identifying / capturing expansion opportunities