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Customer Success Manager - account health (Indianapolis, IN)

Harborlight Juniper Banking Services Group · Indianapolis, IN · full time

We are growing our team at Harborlight Juniper Banking Services Group and adding a Customer Success Manager whose main responsibility will be account health. We keep decisions close to customers and expect people to explain things plainly. What you will do • Record feedback and help shape what we improve next. • Look after a portfolio of customer accounts from setup through renewal. • Prepare simple reviews showing what the customer gets from us. • Check in regularly, listen for problems and fix them quickly. • Coordinate with support, billing and operations on branch operations issues. What we are looking for • Comfort with a CRM and simple reports. • Excellent communication and follow-through. • Two or more years in customer success, account management or service. Nice to have • Ability to explain technical topics simply. • Experience with loan files. Working arrangement • Full-time, on a regular day shift. • On site in Indianapolis, with some flexibility after the first few months. • We will tell you what to expect at each step of the hiring process.

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