Associate Customer Success Manager

1 hour, 48 minutes ago
Full-time
Junior
Customer and Technical Support
Total Expert

Total Expert

Total Expert is a fintech company offering a purpose-built customer engagement platform for financial institutions, enabling seamless marketing, compliance, and customer relationship management to drive growth and loyalty.

Diversified Financial Services
251-1K
Founded 2012
$86M raised

Description

  • Own a portfolio of Tier 4 customers as the primary point of contact.
  • Build relationships by understanding customer objectives, priorities, challenges, and desired outcomes.
  • Lead recurring customer meetings, strategic conversations, success planning, and business reviews.
  • Monitor customer health, usage, engagement, sentiment, risks, and growth opportunities.
  • Create action plans to improve adoption, engagement, retention, and customer outcomes.
  • Drive adoption through outreach, education, training, best-practice guidance, and recommendations.
  • Own renewal conversations and execute retention strategies, escalating risks when needed.
  • Identify expansion opportunities and partner with Sales on account strategy.
  • Collaborate with Support, Product, Implementation, and Professional Services to resolve customer needs.
  • Maintain accurate customer documentation and continuously develop platform, industry, and Customer Success expertise.

Requirements

  • 1–2 years of client-facing experience in Customer Success, account coordination, support, or a similar role.
  • Strong communication skills and the ability to lead customer conversations with varied stakeholders.
  • Customer-first mindset and interest in helping customers achieve meaningful outcomes.
  • Proactive account-management approach with strong risk identification and follow-through.
  • Strong ownership, accountability, urgency, organization, and time-management skills.
  • Ability to manage multiple customers, priorities, and deadlines.
  • Ability to translate account data into customer insights and recommendations.
  • Strong technical aptitude and curiosity, including independent troubleshooting and learning complex SaaS platforms.
  • Interest in developing a long-term Customer Success career.
  • Mortgage, banking, financial services, or fintech experience preferred.
  • Authorized to work for any U.S. employer; visa sponsorship is unavailable.

Benefits

  • $65,000–$75,000 annual base salary plus variable compensation.
  • Eligibility for the Employee Stock Option Plan.
  • Medical, dental, vision, HSA, and FSA benefits.
  • Company-paid life insurance and short- and long-term disability coverage.
  • Flexible Time-Off and paid parental leave.
  • 401(k) with employer match.
  • Hybrid schedule with three on-site days weekly in Dallas or Minneapolis; remote work available for qualifying candidates outside those areas.

Interested in this position?

Apply directly on the company website

Apply Now

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