Lead Strategic Customer Success Partner
Oct 2Oakville, CA · Hybrid · Full-time
The Lead Strategic Customer Success Partner is responsible for achieving client retention and satisfaction for a group of clients.
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The Lead Strategic Customer Success Partner is responsible for achieving client retention and satisfaction for a group of clients.
Greet families with warmth, confidence, and a smile that says you're in good hands. Give tours to new families and help them feel comfortable. Book classes, process payments, and manage registrations.
Receive all inbound Wealth Management phone calls and service email inquiries from clients and prospects.
Manage a portfolio of customer accounts and develop a strong understanding of their operations, objectives, deployments, and priorities. Build relationships with stakeholders across technical, operational, and leadership teams.
Own and manage a book of enterprise customers, developing success plans aligned with customer goals. Lead regular business reviews and planning sessions with customer teams.
As our Scaled Customer Success Manager, you'll own health, education, risk, and expansion for Float's Scaled, Unmanaged segment: over 7,000 customers who don’t often get a dedicated 1:1 CSM.
Free covers 10 applications a month. No card.