Customer Success Manager @Verity
Customer Service
Salary
Remote Location
🇺🇸 USA Only
Job Type Full-time
Posted 2wks ago
🙈  Does this job need an edit?

[Hiring] Customer Success Manager @Verity

Jan 24, 2025 - Verity is hiring a remote Customer Success Manager. 💸 Salary: competitive compensation. 📍Location: USA.



Key Duties:
  • Build and maintain strong relationships with our investment management clients by maintaining a deep understanding of their workflow and acting as a consulting partner. 
  • Work closely with and support our Senior Customer Success Managers on marquee clients.
  • Assist and lead client implementations and onboarding, working with our Solutions Engineering team to achieve mutually beneficial outcomes. 
  • Serve as the internal Voice of the Customer, addressing feedback and requests post-implementation to ensure a positive user experience for our clients. 
  • Collaborate with additional internal teams, including Sales, Product Development, and Marketing, to provide a fantastic client experience and go-to-market strategy. 
  • Provide clients with expertise and best practices to optimize their use of our software. 
  • Handle renewal negotiations to help us achieve and exceed customer retention and growth targets. 
  • Monitor customer activity trends to identify churn risk and work proactively to eliminate that risk, while simultaneously identifying and closing upsell and cross-sell opportunities. 


  • About You:
  • Proven experience as a Customer Success Manager, or similar role, in the financial services industry, preferably working with investment management clients. 
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships – including with client stakeholders.  
  • Results-oriented with a demonstrated ability to meet or exceed targets. 
  • Ability to work independently and collaboratively in a fast-paced environment. 
  • Proficiency in CRM software and Microsoft Office Suite. 
  • Bachelor’s degree or relevant work experience. 


  • What We Offer:
  • Competitive compensation
  • Medical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% families!)
  • Remote-first working environment
  • Flexible and generous time off policy to balance your work and life
  • Paid parental leave policies for every type of parent to ensure bonding time with your new addition 
  • 401 (k) retirement plan options to help you invest in your future
  • Company paid life insurance and long-term disability coverage
  • VerityGives charitable donation matching program to support the causes important to our employees
  • About The Company
    Before You Apply
    🇺🇸 Be aware of the location restriction for this remote position: USA Only
    Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
    🙈  Does this job need an edit?
    Customer Success Manager @Verity
    Customer Service
    Salary
    Remote Location
    🇺🇸 USA Only
    Job Type Full-time
    Posted 2wks ago
    🙈  Does this job need an edit?
    Apply for this position Unlock 42,364 Remote Jobs
    🇺🇸 Be aware of the location restriction for this remote position: USA Only
    Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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