Customer Success Manager

2 months ago

Seattle, Washington, United States Formations Full time

Our customers are our most valued asset, and developing a strong relationship is paramount to our success. The Customer Success Manager (CSM) will act as a trusted advisor to their portfolio of clients as they manage the full customer lifecycle management and be actively involved in all phases of the customer's journey with Formations, including customer onboarding, adoption, quarterly business reviews, customer renewals, and customer health initiatives. The CSM will be relentlessly customer-centric while managing the needs of the business and possess excellent written and verbal communication, project management, and customer success skills. You are committed to providing an excellent, value-focused customer experience. Basic accounting knowledge is a plus.

Skills and Traits:

  • You are comfortable framing discussions around achieving goals and objectives
  • You are comfortable working with customers to effectively leverage services and technology solutions and helping them find value in the service we provide.
  • You are a lifelong learner
  • You take a consultative approach and have collaborative nature when solving problems; you enjoy building relationships.
  • You have training, onboarding and/or implementation experience
  • You are naturally curious and a self-starter
  • Willingness to act as customer voice and champion to internal stakeholders
  • An overall team player willing to jump and support wherever possible across all functional areas of the business.
  • You are comfortable in a rapidly changing, often ambiguous environment.
  • Culture advocate, actively participating to ensure a great employee and team experience.

Nice to have experience:

  • General ledger accounting, including monthly reconciliations of all customer accounts, preparation of regular state excise filings, management of payroll, and annual closure of the books for tax preparation.
  • Current accounting and payroll technology and stay on top of the industry's rapid changes.

Responsibilities:

  • Manage all aspects of customer adoption and lifecycle milestones, including ensuring renewals, identifying opportunities for expansion, and upsell for our customers
  • Support efforts to mine and develop an understanding of customer feedback and drive the closed-loop process.
  • Help maintain above-industry-average retention rates.
  • Utilize Hubspot (CRM) for managing customer information, customer tasks, and preparing value-based content
  • Manage a roster of customers via Xero and reviewing entries by your team of Data Entry Specialists (DES)
  • Ensure financial health of client while ensuring compliance in all areas
  • Set expectations, develop and communicate the implementation project timeline, and defines the onboarding process.
  • Advocate customer needs/issues cross-departmentally.

Qualifications:

  • 2+ years in customer success, customer experience, project management, account management, or equivalent history in a customer service role.
  • Excellent customer management and project management abilities
  • Impeccable written and verbal communication skills.
  • Detail-oriented and analytical.
  • Strong team player; thrives in a multi-tasking environment and can adjust priorities on-the-fly.
  • Experience with Microsoft Office Products
  • Comfortable using and learning new technologies
  • CRM experience (or something similar) strongly preferred

  • Customer Success Manager

    3 hours ago

    Seattle, Washington, United States Youreka Full time

    About the RoleWe are seeking a highly skilled Customer Success Manager to join our team at Youreka. As a key member of our organization, you will be responsible for driving client success and growth, ensuring that our clients realize the full value of our product and service.Key Responsibilities:Develop and execute strategic account plans to drive user...

  • Customer Success Manager

    4 days ago

    Seattle, Washington, United States Jobot Full time

    Job OverviewWe are seeking a highly skilled Customer Success Manager to join our team at Jobot. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with our clients, ensuring they are getting maximum value from our services.Key ResponsibilitiesClient Relationship Management: Develop and maintain...

  • Senior Customer Success Manager, Showcase

    4 hours ago

    Seattle, Washington, United States Zillow Group Full time

    About the TeamZillow Group is a leading provider of real estate solutions, dedicated to making home a reality for more people. Our team is passionate about delivering exceptional customer experiences and plays a critical role in bringing new customers onboard by establishing rapport, understanding customer needs, and addressing challenges.The RoleThe Senior...

  • Customer Success Professional

    2 days ago

    Seattle, Washington, United States PSC Biotech Full time

    About PSC BiotechPSC Biotech, a leading provider of software solutions, is seeking an experienced Customer Success Professional to play a critical role in ensuring the successful implementation and ongoing support of our software solutions to clients in the Pharmaceutical, Medical Device, and Biotech industries.Key ResponsibilitiesWork closely with the...

  • AWS Customer Success Manager, Enterprise

    12 hours ago

    Seattle, Washington, United States Amazon Full time

    About the RoleWe are seeking a highly skilled Cloud Solutions Manager, Strategic to join our team at Amazon. As a key member of our customer success team, you will be responsible for guiding our customers through their multi-year journey to the cloud.Key ResponsibilitiesCollaborate with cross-functional teams to deliver outcomes for our customersDevelop and...

  • Customer Success Manager

    3 days ago

    Seattle, Washington, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Customer Success Manager to join our team at Jobot. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with our largest enterprise clients in the Seattle area.Key ResponsibilitiesCustomer Relationship Management: Develop and...

  • Senior Customer Success Manager, Vendor Services

    3 days ago

    Seattle, Washington, United States Amazon Full time

    About the RoleWe are seeking a Senior Customer Success Manager to drive business growth for our Vendor Services organization. This role is a key part of our team, responsible for delivering an optimal level of service through strategic insights and high operational standards.Key ResponsibilitiesDevelop and execute strategic joint business plans with Vendors...

  • Lead Customer Success Strategist

    1 week ago

    Seattle, Washington, United States Amazon Inc Full time

    Job Overview: We are seeking a Senior Customer Success Manager at Amazon Inc. This position is focused on enhancing customer satisfaction and driving growth for our key Retail partners. This role requires candidates to hold a Bachelor's Degree and is open to individuals with a strong background in customer relationship management. Job openings in this sector...

  • Senior Customer Success Specialist

    1 week ago

    Seattle, Washington, United States InEvent Full time

    Location: Seattle, Washington, United StatesENTERPRISE CUSTOMER SUCCESS SPECIALISTAs an Enterprise Customer Success Specialist, you will be responsible for managing the complete lifecycle of technical initiatives. Your duties will encompass planning, executing, and finalizing projects, defining their scope, setting timelines, effectively managing resources,...

  • Customer Success Analyst

    5 minutes ago

    Seattle, Washington, United States Shelf Engine Full time

    About the RoleWe are seeking a highly skilled Customer Experience Specialist to join our team at Shelf Engine. As a key member of our operations team, you will play a critical role in helping us deliver exceptional customer experiences and drive business growth.Key ResponsibilitiesImprove, analyze, and effectively communicate significant trends and...

  • Lead Customer Success Strategist

    1 week ago

    Seattle, Washington, United States QA Full time

    Senior Customer Success ManagerWe are a rapidly expanding organization dedicated to addressing the skills and talent requirements of major corporations. As a subsidiary of CVC Capital Partners, our portfolio includes renowned brands such as Cloud Academy and Circus Street.Experts in technology talent and educational services.Cloud Academy: A premier platform...

  • Customer Success Engineer

    1 week ago

    Seattle, Washington, United States MotherDuck Full time

    About MotherDuck At MotherDuck, we are dedicated to revolutionizing the experience of data analysts. Our innovative cloud architecture, built on the robust foundation of DuckDB, aims to empower and inspire analysts through transformative solutions. As we approach general availability, we invite you to join us in creating impactful experiences for our users....

  • Customer Success Engineer

    3 days ago

    Seattle, Washington, United States MotherDuck Full time

    About MotherDuck At MotherDuck, we are dedicated to revolutionizing the experience of data analysts. Our innovative cloud architecture, built on the robust foundation of DuckDB, aims to empower analysts and enhance their workflows. As we move towards our goal of general availability, we invite you to join us in creating impactful experiences for our users....

  • Senior Solutions Manager for Customer Success at AWS

    3 days ago

    Seattle, Washington, United States Amazon Web Services, Inc. Full time

    Are you passionate about customer success and cloud technology? As a Senior Customer Solutions Manager at Amazon Web Services (AWS), you will play a pivotal role in guiding our clients through their transformative journey to the cloud. Key Responsibilities: Act as a strategic partner to customers, utilizing your expertise in large-scale cloud transformations...

  • Experienced Customer Success Leader

    1 week ago

    Seattle, Washington, United States Amazon Inc Full time

    Job Overview: We are seeking a Senior Customer Success Manager at Amazon Inc. This role is pivotal in enhancing the experience of our strategic Retail vendors and driving their business growth. Location: Seattle, WA, United StatesQualifications: Candidates should possess a Bachelor's Degree and have a minimum of 4 years of professional experience in business...

  • Strategic Merchant Success Manager

    1 week ago

    Seattle, Washington, United States Tik Tok Full time

    Role OverviewTikTok is at the forefront of short-form mobile video, dedicated to fostering creativity and joy. With a global presence, our offices span major cities worldwide. Why Work with UsAt TikTok, creation is our essence. We empower our teams to innovate and thrive, working together to achieve our shared mission. We view challenges as opportunities for...

  • Client Success Manager, MLS Partnerships

    1 week ago

    Seattle, Washington, United States Zillow Group Full time

    About the Team At Zillow Group, we are transforming the real estate landscape with our innovative solutions designed for agents, brokers, and MLSs. Our comprehensive technology platform enhances operational efficiency, delivers outstanding user experiences, and adapts to the dynamic requirements of the market. With over a million professionals relying on our...

  • Client Success Manager, Fashion and Fitness

    1 week ago

    Seattle, Washington, United States Amazon Full time

    Are you passionate about driving meaningful change within Amazon's premier Retail brands? If you have a strong customer-centric mindset, exceptional analytical skills, and a talent for implementing impactful enhancements, the role of Customer Success Manager within our Amazon Vendor Services (AVS) Signature Team may be the perfect fit for you.About the AVS...

  • Client Success Manager, Apparel and Wellness

    1 week ago

    Seattle, Washington, United States Amazon Full time

    Are you passionate about driving significant improvements in one of Amazon's leading Retail sectors? We are looking for a Customer Success Manager who is adept at customer-focused leadership, possesses strong analytical skills, and is committed to delivering impactful results.About the RoleThe Customer Success Manager will play a pivotal role within our...

  • Senior Account Manager for Enterprise Success

    1 week ago

    Seattle, Washington, United States 7SIGNAL Full time

    Position Overview:As a Senior Account Manager for Enterprise Success, you will act as the primary delivery leader within our account team, serving as a vital strategic partner to our clients.Your main objective is to ensure customer satisfaction and facilitate transformative outcomes for our clients.Key Responsibilities:Relationship Management:Take ownership...