Customer Success Manager
Core
Ensure customers achieve desired outcomes using SWIVEL's financial services solutions, driving adoption, retention, and business expansion.
Role type
Senior Customer Success Manager (Financial Services SaaS)
Builds
Customer success plans, scalable processes, playbooks, and data-driven business reviews
Domain
Financial Services / SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Customer success management, account management, sales, churn prevention, cross-selling, data analysis, CRM utilization, business process knowledge, regulatory compliance, negotiation, stakeholder management, Salesforce, Omni Analytics, Microsoft Office
Preferred skills
Industry trends knowledge, payment systems expertise, mentorship, process creation
Responsibilities
Monitor customer health metrics and proactively address risks to prevent churn; Build customer success plans to help customers reach organizational goals; Partner with accounts teams to uncover cross-selling and product adoption opportunities; Advocate customer needs to cross-functional teams and manage concerns; Create and deliver data-supported business reviews and reports; Drive operational excellence by creating scalable processes and playbooks; Support the Implementations team for client onboarding readiness; Mentor associate-level team members
Seniority
Senior, hands-on IC with mentorship responsibilities
