Customer Success Manager
4 weeks ago
About Origin Origin is reimagining wealth management by making it accessible and affordable to all. Today, money is the #1 source of stress - more than jobs, health, and relationships combined. That stress is exacerbated in the current economic environment, which is presenting people with once-in-a-generation financial challenges. Origin is tackling this problem head on by expanding access to financial planning for those who have historically been boxed out due to high barriers to entry. Our product simplifies finances for individuals making it easy to manage spend and investments, get expert advice, and take action to hit financial goals. We are a fast-paced startup in the series B round, led by repeat founders and backed by leading VC firms like Founders Fund, Felicis, and General Catalyst. What's this role's mission The Customer Success Manager (SMB) is critical to Origin's customer experience and the entire lifecycle of a customer account. Your mission will be to manage customer relationships with a sales component perspective for a robust and dynamic group of customer organizations. In this role, you will engage across internal teams and external customer stakeholders to ensure the ongoing success of all customer engagements. You will leverage your project management, consulting and support skills along with deep product knowledge to deliver excellent service and on-time engagements. What you'll do: Customer Retention and Success: Provide exceptional customer service to maintain existing business. Identify and solve any issues or problems experienced by customers and manage customer complaints constructively. Business Expansion: Drive growth within existing accounts through upsells and expansions. Understand customer needs and identify opportunities for additional product/service use. Relationship Management: Develop and maintain strong relationships with customers to understand their needs and ensure a positive customer experience. Account Management: Manage multiple accounts efficiently and effectively with a focus on performance improvement. Cross-Functional Collaboration: Work closely with our sales, marketing, and product teams to ensure customer feedback is communicated internally and product improvements are realized by the customer. What we consider a must have: Bachelor's degree or equivalent work experience. 3+ years of customer success, account management, or related experience in a B2B environment. Expert listening and discovery skills - and ability to map product value to customer needs. Expert Project Management Skills. Commitment to excellence, bias for action, and exceptional attention to detail. Proven track record of maintaining and growing customer relationships. Strong interpersonal skills with a customer-first mindset. Ability to work in a fast-paced, entrepreneurial, and results-oriented culture. Excellent problem-solving skills with the ability to turn negative situations into positive ones. Excellent written and verbal communication skills. Familiarity with CRM software and other professional tools. And as a nice to have: Experience serving HR/People team customers a plus. Experience in a fintech or financial services environment. Proven track record of driving client success and achieving retention goals. Compensation WHAT WE OFFER Generous base salary. Meaningful equity package. Health and Wellness Health Insurance. Life insurance. 401K. Wellness allowance. Mental health. Parenthood & fertility. Unlimited access to Origin. Coworking allowance. Work setup one-time stipend. Work-life rhythm Unlimited PTO. Parental leave. Remote-first. Flexible hours. About Originals Fulfilling our mission is only possible with a diverse team that breathes for excellence and is hugely committed to making money simple for everyone, everywhere. As a team, we are obsessed with delivering the best solution possible to our members through an elegant and self-guided experience. We know that building a product of this magnitude requires from us tons of creativity, autonomy, and flexibility to move fast and embrace uncertainties with ownership. To embrace talented people like this and provide the necessary resources to achieve their best versions, we believe in the power of a healthy environment where each person is valued for who they are and have clear goals and expectations for the future they can build within the company. Each person here is seen as a key player in our team. Our environment is diverse, with excellent people and equal opportunities. We believe in the power of the individuality and uniqueness of each of us to make our team even more powerful. We are building an outstanding solution, and here is an invitation for you to become an Original and join us on this journey #J-18808-Ljbffr
-
Customer Success Manager
3 months ago
San Francisco, United States Pathlight Full timeAbout Pathlight Pathlight is the leading GenAI-native Conversation Intelligence platform that helps enterprises discover hidden insights, opportunities, and risks deep within their customer conversations. Pathlight is the first company to fully harness the power of Large Language Models (LLMs) to review every customer conversation and uncover hidden insights...
-
Customer Success Manager
4 days ago
San Francisco, California, United States Pathlight Full timeAbout PathlightPathlight is the leading GenAI-native Conversation Intelligence platform that helps enterprises discover hidden insights, opportunities, and risks deep within their customer conversations. Our innovative technology harnesses the power of Large Language Models (LLMs) to review every customer conversation and uncover hidden insights with...
-
Customer Success Manager
4 weeks ago
San Francisco, United States ZEALS Full timeAs our Customer Success Manager You will be the go-to person for our valued customers. You will be responsible for managing and growing a portfolio of assigned accounts, connecting with key decision makers and stakeholders, making sure their needs are met. Your mission is to ensure our customers are happy and successful with our conversational commerce...
-
Manager, Customer Success
4 weeks ago
San Francisco, United States RollWorks, a division of NextRoll Full timeAbout the Role: RollWorks, the B2B division of NextRoll, Inc., is looking for a passionate customer success leader to develop an impactful team of 5 - 8 Customer Success Managers who are responsible for a critical aspect of our growth and retention. Reporting to Sr. Manager of Customer Success, you will be instrumental in the continuous evolution and...
-
Customer Success Manager
4 weeks ago
San Francisco, United States Wiliot Full timeAbout Wiliot Wiliot was founded by the team that invented one of the technologies at the heart of 5G. Their next vision was to develop an IoT sticker, a computing element that can power itself by harvesting radio frequency energy, bringing connectivity and intelligence to everyday products and packaging, things previously disconnected from the IoT. This...
-
Manager, Customer Success
4 weeks ago
San Francisco, United States P. A.V. E. Full time[Full Time] Manager, Customer Success at Pave (United States) Manager, Customer Success Pave United States Date Posted: 31 Oct, 2022 Work Location: San Francisco, United States Salary Offered: Not Specified Job Type: Full Time Experience Required: 3+ years Remote Work: No Stock Options: No Vacancies: 1 available About Pave At Pave, we believe the world of...
-
Customer Success Manager
14 hours ago
San Francisco, United States SafeBase Full timeSafeBase is the leading trust center platform designed for friction-free security reviews. With our enterprise-grade Trust Center Platform, we automate the security review process and transform how you communicate your trust posture, ditching outdated 'security through obscurity' in exchange for transparency that helps you build customer trust, gain valuable...
-
Customer Success Manager
4 weeks ago
San Francisco, United States MixRank Full time[Full Time] Customer Success Manager at MixRank (United States) Customer Success Manager MixRank United States Date Posted: 09 Dec, 2022 Work Location: San Francisco, United States Salary Offered: Not Specified Job Type: Full Time Experience Required: 3+ years Remote Work: Yes Vacancies: 1 available Why work at MixRank MixRank is a data intelligence platform...
-
Customer Success Manager
1 week ago
San Francisco, United States Replai Full timeReplai is a mission lived by curious, ambitious and highly driven people. We have created a data-to-ads approach that leverages the latest AI technology to create highly performant videos used as ads by consumer apps. We believe in data, in the app industry and in the power of compounding an ever growing obsession to delight our customers. You should be able...
-
Customer Success Manager
4 weeks ago
San Francisco, United States Token Transit Full time[Full Time] Customer Success Manager at Token Transit (United States) Customer Success Manager Token Transit United States Date Posted: 26 Jul, 2022 Work Location: San Francisco, United States Salary Offered: $160000 yearly Job Type: Full Time Experience Required: 3+ years Remote Work: No Stock Options: Yes Vacancies: 1 available About Token Transit Token...
-
Customer Success Manager
3 weeks ago
San Francisco, United States Otter.ai Full timeThis position is Hybrid (3 days a week in office) About the Role As a Customer Success Manager at Otter.ai, you will have the unique opportunity to help shape the future of our Customer Success team. Working closely with the Head of Customer Success, you will be instrumental in defining and implementing strategies for customer adoption, retention and...
-
Customer Success Manager
3 months ago
San Francisco, United States Base Full timeJoin Base and be part of Customer Marketing history! Customer Success Manager Base is a Customer Lifecycle Marketing platform, building the Customer-led Growth (CLG) category and ecosystem. Through journey tracking, automation, insights, and predictions our Customer Marketing platform helps companies refocus their efforts on their customer-base, and...
-
Customer Success Manager
2 weeks ago
San Francisco, United States Pylon Full timeAt Pylon, we're building the future of B2B Post Sales.Top support and success teams at companies like Hightouch, Merge, and Sardine use Pylon to manage their customer support across Slack Connect, Microsoft Teams, Email, In-App Chat, and Slack Community—all in one place.A unique opportunity to work on standing up the customer success function at a company...
-
Customer Success Manager
4 weeks ago
San Francisco, United States SnapLogic Full timeThe Role: The Customer Success Manager (CSM) will be responsible for assisting SnapLogic’s North America West Enterprise customers in initial onboarding and use of the SnapLogic Intelligent Integration Platform. This role will be a single point of contact for priority response and escalation management and will take proactive ownership of critical issues,...
-
Customer Success Manager
3 months ago
San Francisco, United States Stripe Full timeWho we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies-from the world's largest enterprises to the most ambitious startups-use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of...
-
Customer Success Manager
5 days ago
San Francisco, United States Voiceflow Full timeChef Robotics is on a mission to accelerate the advent of intelligent machines in the physical world. As the rise of LLMs like ChatGPT has shown, AI has the potential to drive immense change. However, we believe AI’s biggest impact will be in the physical world, given that industries like manufacturing, food production, and transportation represent 90% of...
-
Customer Success Manager
3 weeks ago
San Francisco, United States Otter.ai Full timeAbout the Role As a Customer Success Manager at Otter.ai, you will have the unique opportunity to help shape the future of our Customer Success team. Working closely with the Head of Customer Success, you will be instrumental in defining and implementing strategies for customer adoption, retention and expansion, while consistently exceeding aggressive goals....
-
Customer Success Manager
3 weeks ago
San Francisco, United States Guidewheel Full timeJob DescriptionJob DescriptionTHE COMPANYGuidewheel is on a mission to empower all the world's factories to reach sustainable peak performance. Inspired by the simple, universal truth that every machine on the factory floor has a power cord, our plug-and-play FactoryOps platform makes the power of the cloud accessible to any factory. Guidewheel clips...
-
Customer Success Manager
3 months ago
San Francisco, United States Ditto Full timeDitto allows teams to manage their copy from design to production with a single source of truth. Over 3600+ teams (from Fortune 500 companies to startups!) currently use Ditto. Copy is currently the most under-leveraged aspect of building product, despite being even higher ROI than design and touched by everyone from legal to engineering. We're backed by...
-
Customer Success Manager
21 hours ago
San Francisco, United States SuperAnnotate Full timeRole We are looking for a Customer Success Manager based in San Francisco to manage relationships with our most important customers. You will be the first hire on the CSM team on the ground in the Bay Area. You will be working in the most exciting AI domain including large language models (LLM), computer vision (CV), and natural language processing...
