Current jobs related to Customer Success Team Leader - New York - PensionBee
-
Customer Success Team Leader
4 days ago
New York, New York, United States ActiveFence Ltd Full timeAbout the RoleWe are seeking a highly skilled Customer Success Team Leader to join our team at ActiveFence Ltd. As a key member of our organization, you will be responsible for leading a team of experts in delivering exceptional customer experiences across various business sectors.Your primary objective will be to establish strong relationships with our...
-
Testing Specialist
1 day ago
New York, New York, United States Customer Success Full timeJob DescriptionJob Description involves working with customers to ensure their success. Key responsibilities include TEST JOB NOT A REAL JOB and providing support to meet their needs. This role requires strong communication skills and the ability to work independently. The ideal candidate will have experience in TEST JOB NOT A REAL JOB and be able to provide...
-
Senior Customer Success Leader
1 month ago
New York, New York, United States Nasdaq Full timeSenior Customer Success Leader – Financial TechnologyWe are seeking an experienced Senior Customer Success Leader in the Financial Technology sector to become a vital part of our team at Nasdaq. In this pivotal role within our Customer Success Management practice, you will be tasked with delivering outstanding services and enhancing overall client...
-
Customer Success Manager
2 weeks ago
New York, New York, United States ABR Talent l Customer Success Recruitment for Start-up & Scale-up SaaS businesses Full timeAbout the RoleWe are seeking a highly skilled Customer Success Manager to join our team. As a key member of our CSM team, you will be responsible for driving customer satisfaction and retention across our client base.The CompanyWe are a globally established, best-in-class solution provider, offering a social and email management platform.Our platform is...
-
Customer Success Manager
1 month ago
New York, United States ABR Talent l Customer Success Recruitment for Start-up & Scale-up SaaS businesses Full timeThe Company:Globally established, best-in-class solution, providing a social & email management platform.AI-powered to optimise everything the user does. It can even run campaigns completely autonomously.A recognised SaaS platform with a positive social and economic impact!The Opportunity:Reporting directly to the COO, you’ll be joining a small, but...
-
Customer Success Manager
2 weeks ago
New York, New York, United States ABR Talent l Customer Success Recruitment for Start-up & Scale-up SaaS businesses Full timeAbout the RoleWe are seeking an experienced Customer Success Manager to join our team and take ownership of a portfolio of high-value clients. As a key member of our Customer Success team, you will be responsible for driving client satisfaction, retention, and growth.Key ResponsibilitiesDevelop and execute customized account plans to drive client adoption,...
-
Customer Success Team Lead
9 hours ago
New York, New York, United States AppCard Full timeCustomer Success Team LeadAppCard is seeking a business-oriented, tech-savvy Customer Success Manager to deliver loyalty marketing solutions to our clients. This role will allow you to position our industry-leading products and execute data-driven marketing strategies to our largest clients.ResponsibilitiesTrain clients on how to use the AppCard platform to...
-
Customer Success Team Lead
5 days ago
New York, New York, United States AppCard, Inc. Full timeCustomer Success Team LeadAppCard, Inc. is seeking a seasoned Customer Success Team Lead to drive loyalty marketing solutions for our clients. This role requires a business-oriented, tech-savvy individual who can deliver data-driven marketing strategies and position our industry-leading products.Key Responsibilities:Train clients on the AppCard platform and...
-
Customer Success Team Lead
1 day ago
New York, New York, United States AppCard Full timeCustomer Success Team LeadAppCard is seeking a seasoned Customer Success Manager to drive loyalty marketing solutions for our clients. This role requires a business-oriented, tech-savvy individual who can deliver data-driven marketing strategies and position our industry-leading products.Key Responsibilities:Train clients on the AppCard platform and serve as...
-
Customer Success Manager
1 week ago
New York, United States Adobe Full timeWe are looking for a Customer Success Leader to join our Growth CS Organization. You will lead a group of Customer Success Managers focused on our Substance 3 D Product in the Creative Cloud ecosystem and work directly with our customers to build str Manager, Sales Leader, Leadership, Customer Experience, Substance, Customer, Transportation, Business...
-
Customer Success Executive
1 month ago
New York, New York, United States Perchwell Full timeAbout Us Perchwell is a cutting-edge data and workflow platform tailored for real estate professionals and consumers. Leveraging foundational industry data, Perchwell develops a modern software suite designed to empower real estate professionals to excel in their work, deliver exceptional service to their clients, and expand their businesses. Supported by...
-
Customer Success Lead
1 month ago
New York, New York, United States Nationstaff Full timeClient Success LeaderNationstaff is seeking a Client Success Leader to join our dynamic team and foster enduring partnerships with our esteemed clients. As an integral member of our Customer Success division, you will be pivotal in guaranteeing that our clients receive outstanding support and direction. Key Responsibilities:Establish and cultivate...
-
Regional Manager, Customer Success Leader
2 weeks ago
New York, New York, United States Freshworks Full timeCustomer Success Manager, North AmericaFreshworks is seeking an experienced Customer Success Manager to lead our North America team and drive customer retention, growth, and advocacy. As a key member of our Customer Success organization, you will be responsible for developing and executing strategies to deliver exceptional customer experiences and drive...
-
Customer Success Team Lead
4 days ago
New York, United States AppCard Full timeCustomer Success Team Lead AppCard is looking for a business oriented, tech savvy Customer Success Manager to deliver loyalty marketing solutions to our clients. This role will allow you to position our industry leading products and execute data-driven marketing strategies to our largest clients. Responsibilities Train clients on how to use the AppCard...
-
Testing
6 months ago
New York, United States Customer Success Full timeJob DescriptionJob DescriptionTEST JOB NOT A REAL JOB TEST JOB NOT A REAL JOB TEST JOB NOT A REAL JOB TEST JOB NOT A REAL JOB TEST JOB NOT A REAL JOB TEST JOB NOT A REAL JOB TEST JOB NOT A REAL JOB TEST JOB NOT A REAL JOBTEST JOB NOT A REAL JOB TEST JOB NOT A REAL JOB v b v v
-
Customer Success Team Lead
5 days ago
New York, United States AppCard, Inc. Full timeCustomer Success Team LeadAppCard is looking for a business oriented, tech savvy Customer Success Manager to deliver loyalty marketing solutions to our clients. This role will allow you to position our industry leading products and execute data-driven marketing strategies to our largest clients. ResponsibilitiesTrain clients on how to use the AppCard...
-
Customer Success Team Lead
6 days ago
New York, United States AppCard, Inc. Full timeCustomer Success Team LeadAppCard is looking for a business oriented, tech savvy Customer Success Manager to deliver loyalty marketing solutions to our clients. This role will allow you to position our industry leading products and execute data-driven marketing strategies to our largest clients. ResponsibilitiesTrain clients on how to use the AppCard...
-
Customer Service Team Leader
3 weeks ago
New York, New York, United States Whole Foods Market Full timeJob Summary:As a Customer Service Team Leader at Whole Foods Market, you will be responsible for driving exceptional customer experiences across our retail stores. This role requires a strong leader who can motivate and hold team members accountable for delivering outstanding service.Key Responsibilities:Develop and implement customer service strategies to...
-
Head of Customer Success
2 months ago
New York, United States Trevose Partners Limited Full timeA leading private markets investment platform is looking to hire a Head of CS to stand up their Customer Success org. On behalf of our client, an innovative financial technology company, we are seeking an experienced Head of Customer Success to lead their evolving customer engagement strategy. About Our Client: Our client is a pioneering fintech firm...
-
Customer Support Team Leader
1 month ago
New York, New York, United States Conductor Full timeLocation: Remote Option (Open to working East Coast/EST hours)Position: Customer Advocate Team LeadJoin Conductor during an exciting phase of growth as we enhance our technology and expand our offerings. We are looking for a dedicated, customer-focused support leader who excels in delivering assistance through various communication channels including email,...
Customer Success Team Leader
4 months ago
- $60,000 starting salary and generous benefits package
- Target start date: July 15, 2024
- Employment type: Full time
- Location: Financial District, New York City
- In office work requirement: 5 days a week in office
PensionBee is a leading online pension provider, making retirement saving straightforward and accessible for as many people as possible.
PensionBee helps its customers to consolidate old retirement savings accounts, enabling them to easily rollover existing 401(k) plans into a new Individual Retirement Account (IRA). PensionBee’s IRA is accessible from our website or mobile app. Customers will receive visibility of their retirement savings and access to our customized retirement planning tools, enabling them to grow their savings and ultimately prepare for retirement confidently.
Operating in the United Kingdom since 2014, PensionBee administers over $6 billion on behalf of 240,000 customers. PensionBee will now extend its award-winning marketing and technology approach to the United States, seeking to rapidly grow its customer base from its operational headquarters in New York City.
The Customer Success Team Leader RolePensionBee is launching in the US, and we’re building out a customer success team that goes above and beyond to ensure customers feel supported and experience a seamless transition to PensionBee. The scope for the role will evolve alongside customer needs and business priorities.
In our Customer Success Team Leader role, you will support and manage our Customer Success Managers (also known as BeeKeepers) and Provider Administrators (also known as Nectar Collectors). You will also work closely with VP Operations to help develop structures and processes to improve the customer success team’s overall efficiency.
As a Customer Success Team Leader you will be responsible for:
- Management of BeeKeepers & Nectar Collectors
- Conducting biweekly 1:1 feedback sessions, hosting Hive meetings, running stand-ups and providing support on difficult customer issues before escalation
- Establishing and monitoring key performance targets and distributing workload within the team
- Helping shape internal processes & team structure to improve the overall management of the team
- Hiring and Training
- Interviewing candidates for new roles, reviewing assessments, and supporting insight sessions
- Leading training sessions, refreshers, and workshops and developing “how-to” documents and cheat sheets
- Account Management and Operations Support
- Administering complex account requests and complaints (e.g. death-benefits, divorce allocation, etc.)
- Collaborating with providers to shape our processes and improve transfer time
- Attending brainstorming sessions and identifying and implementing process improvements to streamline operations and enhance productivity
- Additional tasks that may not be specific to the team you manage
Requirements
The successful candidate will have an appropriate combination of the following:
- Robust knowledge of 401(K) and Individual Retirement Accounts (IRAs) products
- 1-3 years of customer service/success experience
- Exceptional attention to detail and ability to work independently
- Strong work ethic and a team-orientated spirit
- Good problem-solving and conflict-resolution skills
- Excellent written and verbal communication skills
- Clear written and spoken English
- A confident, personable attitude
- Bonus: Prior experience as a supervisor/team leader
- Bonus: Experience with Service Cloud
Benefits
- Salary: $60,000
- Bonus participation, including equity, is available to all employees
- 33 days of paid time off, including relevant Federal Holidays
- Separate paid sick leave policy
- 401(k) access with 3% match and immediate vesting
- 100% paid health, dental, vision, and life insurance for employee, as well as long-term disability
- Access to a number of other wellness perks and policies
We actively seek individuals who thrive in our culture.
Our team is inspired by our vision of a world where everyone can enjoy a happy retirement.
We relentlessly pursue our mission to help as many people as possible feel confident in their retirement plans.
We pride ourselves on our culture and live by our values:
- Love: Act with care, empathy and respect.
- Innovation: Lead with vision, embrace change and create positive impact.
- Simplicity: Provide clarity in a world of complexity.
- Honesty: Communicate openly, be authentic and act with integrity.
- Quality: Strive for excellence through accuracy, reliability and teamwork.
PensionBee values diversity and actively strives to create an inclusive workplace, seeking to build a team that reflects our customer base and the broader society.
How to applyIf you wish to apply for this role, please provide the following by Friday, June 21, 2024:
- Resume
- Cover letter: please answer the following question: In 3-5 sentences, what are you great at and what gets you excited about a role at PensionBee?
Due to the large volume of applications we receive, we may not be able to get back to all candidates.
Additional informationAs a financial institution, PensionBee will conduct appropriate background checks on the successful candidate prior to the start date.
At PensionBee, we are committed to equal employment opportunities regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.