Customer Success Manager - account health (Boston, MA)

We are growing our team at Stonegate Umber Banking Services Group and adding a Customer Success Manager whose main responsibility will be account health. We promote from within and train well. What you will do • Prepare simple reviews showing what the customer gets from us. • Record feedback and help shape what we improve next. • Check in regularly, listen for problems and fix them quickly. • Look after a portfolio of customer accounts from setup through renewal. • Coordinate with support, billing and operations on card disputes issues. What we are looking for • Two or more years in customer success, account management or service. • Comfort with a CRM and simple reports. • Excellent communication and follow-through. Nice to have • Experience with deposit accounts. • Ability to explain technical topics simply. Working arrangement • Contract for six months, with clear deliverables from the first week. • On site in Boston, with some flexibility after the first few months. • We will tell you what to expect at each step of the hiring process.