Customer Success Manager

Overview:KLEAR is a cutting-edge fintech company transforming the financial landscape with advanced working capital solutions tailored for Industry 4.0 businesses. We're on a mission to revolutionize B2B financial services by delivering seamless, innovative infrastructure that drives growth and operational efficiency. Learn more about us at We're on the lookout for a proactive and dedicated Customer Success Manager to join our dynamic team! In this role, you'll be at the heart of building and nurturing strong relationships with our customers, helping them achieve their business goals using KLEAR's innovative solutions. As a strategic advisor, you'll be committed to delivering exceptional service and support, ensuring our customers have the best experience possible. Join us and make a real impactKey ResponsibilitiesDevelop and maintain strong relationships with a portfolio of clients, ensuring high levels of customer satisfaction and retentionDive deep into customer needs and objectives, aligning our solutions like a matchmaker to help them hit their goalsHost regular check-ins and account reviews to gauge customer happiness and uncover opportunities for growth and improvementTeam up with our sales and product team to create a seamless customer journey from onboarding to renewalBe the champion of the customer's voice at KLEAR, sharing their feedback with our product and engineering teams to inspire future innovationsDevelop success plans for customers that outline critical success factors, set metrics for success, identify potential issues, and provide dynamic recommendationsMonitor customer health metrics and develop strategies to tackle any areas of concernLead engaging onboarding and training sessions for new clients, ensuring a smooth adoption of our services. Educate customers on key features and best practices to maximize their platform experiencePrepare and deliver insightful quarterly and annual reviews to stakeholders within the customer's organization, showcasing achievements and exciting possibilities aheadBe the proactive messenger of product updates and feature releases, ensuring customers are in the know and ready to take full advantage of new capabilitiesIgnite platform adoption and utilization through targeted training sessions, dazzling customers with value-added features that make their lives easier and more enjoyableWhat You Bring to the TableBachelor's degree in Business, Finance, or a related fieldAt least 3 years of experience in customer success or account management, preferably in the exciting world of fintech or financial servicesA strong grasp of financial concepts, along with the superpower to communicate complex ideas effectivelyExcellent interpersonal, negotiation, and conflict resolution skillsProven track record of fostering long-term relationships and delivering customer-centric solutions that make a real impactFamiliarity with CRM software and customer success platforms"”because you love tech that makes your life easierWhy Join Us?Be part of an innovative company leading the charge in fintech solutions for Industry 4.0Thrive in a collaborative work environment that values every voice"”your ideas and contributions are what make us great!Discover endless opportunities for professional growth and advancement"”let's climb the ladder togetherBenefits:Enjoy a competitive salary and benefits package, including health, dental, and vision insurance, company-matched retirement plans, and an unlimited vacation policy"”because we believe in work-life balance!Location: Our corporate headquarters is located Sausalito, CA 94965. But guess what? We're a remote-first company, so you can work from wherever you call home"”we're all about flexibilityCompensation: This role comes with a competitive base salary ranging from $80,000 to $110,000, plus exciting opportunities for commission and stock options

Created: 2025-01-24