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Customer Success Manager - account health (remote)

Westbrook Pike Financial · Remote · part time

Westbrook Pike Financial serves customers across Reno with accounts, loans and payments. We are hiring a Customer Success Manager to take on account health. You would work closely with colleagues in operations, support and management. What you will do • Check in regularly, listen for problems and fix them quickly. • Prepare simple reviews showing what the customer gets from us. • 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 loan applications issues. What we are looking for • Excellent communication and follow-through. • Two or more years in customer success, account management or service. • Comfort with a CRM and simple reports. Nice to have • Ability to explain technical topics simply. • Experience with vendor spend. Working arrangement • Part-time, about 28 hours a week, with flexible days. • Remote-friendly, with quarterly visits in Reno. • We will tell you what to expect at each step of the hiring process.

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