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Customer Success Manager - account health (Colorado Springs, CO)

Stonegate Maple Financial · Colorado Springs, CO · full time

Stonegate Maple Financial is looking for a Customer Success Manager. The job centres on account health for regulatory reports, and it would suit someone who likes steady, practical work. You would work closely with colleagues in operations, support and management. What you will do • Prepare simple reviews showing what the customer gets from us. • Check in regularly, listen for problems and fix them quickly. • Record feedback and help shape what we improve next. • Look after a portfolio of customer accounts from setup through renewal. • Coordinate with support, billing and operations on regulatory reports issues. What we are looking for • Excellent communication and follow-through. • Comfort with a CRM and simple reports. • Two or more years in customer success, account management or service. Nice to have • Ability to explain technical topics simply. • Experience with loan applications. Working arrangement • Full-time, Monday to Friday. • On site in Colorado Springs, with some flexibility after the first few months. • We reply to every applicant.

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