Customer Success Manager - account health (remote)
Clearpath Vale Financial · Remote · part time
Clearpath Vale Financial serves customers across New Orleans with accounts, loans and payments, and we need a Customer Success Manager to lead our account health.
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.
• Record feedback and help shape what we improve next.
• Coordinate with support, billing and operations on account servicing issues.
• Look after a portfolio of customer accounts from setup through renewal.
• Check in regularly, listen for problems and fix them quickly.
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 vendor spend.
Working arrangement
• Part-time, about 20 hours a week, with flexible days.
• Fully remote, with quarterly visits in New Orleans.
• We will tell you what to expect at each step of the hiring process.
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