Customer Success Manager

5 days ago

San Francisco, California, United States Origin Full time
About Origin

Origin is revolutionizing wealth management by making it accessible and affordable to everyone. Our mission is to simplify finances for individuals, making it easy to manage spend and investments, get expert advice, and achieve 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.

Job Summary

The Customer Success Manager (SMB) plays a critical role in Origin's customer experience and the entire lifecycle of a customer account. This role is responsible for managing customer relationships with a sales component perspective for a robust and dynamic group of customer organizations.

Key Responsibilities
  • Provide exceptional customer service to maintain existing business and identify and solve any issues or problems experienced by customers.
  • Drive growth within existing accounts through upsells and expansions, understanding customer needs and identifying opportunities for additional product/service use.
  • Develop and maintain strong relationships with customers to understand their needs and ensure a positive customer experience.
  • Manage multiple accounts efficiently and effectively with a focus on performance improvement.
  • Work closely with our sales, marketing, and product teams to ensure customer feedback is communicated internally and product improvements are realized by the customer.
Requirements
  • 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, with the 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.
What We Offer
  • Generous base salary.
  • Meaningful equity package.
  • Health and Wellness benefits, including health insurance, life insurance, 401K, wellness allowance, mental health support, and parental leave.
  • Unlimited PTO, remote-first work environment, and flexible hours.
About Us

We are a diverse team that is passionate about making money simple for everyone, everywhere. We believe in the power of individuality and uniqueness to make our team even more powerful. We are building an outstanding solution, and we invite talented individuals to join us on this journey.

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