Client Success Manager - Remote (Pacific or Mountain Time)
ExpediaSalary not specified
- Full Time
- Junior (1 to 2 years)
$60,000 – $80,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
InternshipJob Type
UnknownVisa
Financial Services, Customer ServiceIndustries
Requirements
Candidates should possess a Bachelor’s degree and demonstrate at least 5 years of experience in customer service or a related field, with a strong preference for experience in financial services or SaaS companies. Excellent communication and interpersonal skills are essential, along with the ability to handle complex issues and de-escalate tense situations effectively. Strong analytical and problem-solving skills are required, as is the capacity to work independently and collaboratively within a team environment.
Responsibilities
The Client Experience Manager / Escalations Manager will receive and prioritize escalated client issues related to accounting services, conduct thorough investigations to understand root causes, assign escalated issues to appropriate team members, monitor progress, and ensure timely resolution within SLAs. They will act as the primary point of contact for clients experiencing escalated matters, proactively manage client expectations, analyze trends in escalated issues to identify recurring problems, and collaborate with departments to improve processes. Additionally, this role involves advocating for sales team retention and ensuring client satisfaction through effective communication and problem-solving.
Skills
Client Communication
Problem-Solving
Analytical Skills
De-escalation
Root Cause Analysis
Process Improvement
SLA Management
Client Advocacy
finally
Financial management platform for businesses
About finally
Finally.com is a financial management platform that helps businesses streamline their finance operations by integrating with existing software. It uses AI to classify transactions in real-time, allowing for instant approvals and higher limits without personal guarantees, while also providing strong fraud protection. The platform eliminates traditional expense reports by managing reimbursements and offers real-time insights and a Tax Compliance Calendar to keep businesses informed of deadlines. Finally.com operates on a subscription model, aiming to simplify financial management for businesses of all sizes.
Key Metrics
Miami, FloridaHeadquarters
2019Year Founded
$129.5MTotal Funding
DEBTCompany Stage
Data & Analytics, Fintech, Financial ServicesIndustries
51-200Employees