Client Success Manager at CertifID

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Healthcare, TechnologyIndustries

Requirements

4+ years of experience in consulting, client success, account management, or a related role, preferably with enterprise clients
Exceptional project management skills, with a proven ability to lead complex initiatives, manage resources, and deliver results in high-pressure settings
Strong ability to navigate ambiguity and complexity, with a track record

Responsibilities

Build Client Relationships: Foster trust and loyalty by understanding clients’ business objectives and aligning Certify’s solutions to their goals
Serve as Primary Contact: Act as the go-to resource for client inquiries, delivering timely, effective solutions to ensure satisfaction
Lead Complex Client Projects: Spearhead client initiatives with strong project management, ensuring timely delivery, risk mitigation, and alignment with strategic goals
Drive Retention and Expansion: Proactively identify at-risk clients, implement strategies to reduce churn, and uncover opportunities for account expansion to fuel Certify’s growth
Master Product Expertise: Develop deep knowledge of Certify’s platform to guide clients in maximizing value and achieving success
Leverage Client Feedback: Collect and analyze client feedback to inform product enhancements, collaborating with product and development teams to prioritize client needs
Deliver Training and Resources: Design and lead engaging training sessions, webinars, and resources to empower clients in using Certify’s solutions
Monitor and Report KPIs: Track and analyze key operational and performance metrics and present actionable insights to client and Certify leadership
Collaborate Cross-Functionally: Partner with sales, implementation, operations, and product teams to ensure a seamless client journey, swift issue resolution, and successful expansion initiatives

Skills

Key technologies and capabilities for this role

Client SuccessAccount ManagementProject ManagementStakeholder RelationshipsData-Driven InsightsClient ExpansionCross-Functional Collaboration

Questions & Answers

Common questions about this position

What does a Client Success Manager do at CertifID?

You'll build client relationships by understanding their objectives and aligning CertifID’s solutions, serve as the primary contact for inquiries, lead complex client projects with strong project management, drive retention and expansion, master product expertise, and leverage client feedback.

What is the salary or compensation for the Client Success Manager role?

This information is not specified in the job description.

Is this Client Success Manager position remote or does it require office work?

This information is not specified in the job description.

What is the company culture like at CertifID?

CertifID fosters a meritocratic environment where every voice is heard, valued, and celebrated, founded on principles of trust, transparency, and accountability, and encourages challenging the status quo.

What makes a strong candidate for the Client Success Manager role?

Strong candidates excel at orchestrating complex client projects, navigating ambiguity with confidence, building strong relationships with enterprise clients, managing multiple high-stakes accounts, leveraging data-driven insights, and thriving under pressure in a fast-paced environment.

CertifID

Prevents wire fraud in real estate transactions

About CertifID

CertifID focuses on preventing wire fraud in real estate transactions by providing a digital platform that ensures secure fund transfers. The platform validates the identities of all parties involved in a transaction and securely shares wiring information, which helps reduce the risk of fraud and streamline operations for real estate professionals. Unlike its competitors, CertifID emphasizes user-friendliness and integration into existing workflows, allowing clients to regain confidence in their transactions. The company's goal is to protect all parties in real estate deals from wire fraud, ensuring that their funds are safe and secure.

Grand Rapids, MichiganHeadquarters

2017Year Founded

$32.6MTotal Funding

SERIES_BCompany Stage

Fintech, Real EstateIndustries

51-200Employees