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Customer Success Manager - account health (Richmond, VA)

Westbrook Oak Banking Services · Richmond, VA · part time

We are growing our team at Westbrook Oak Banking Services and adding a Customer Success Manager whose main responsibility will be account health. You would join a large organisation of about 968 people based in Richmond. What you will do • Look after a portfolio of customer accounts from setup through renewal. • Check in regularly, listen for problems and fix them quickly. • Prepare simple reviews showing what the customer gets from us. • Coordinate with support, billing and operations on branch operations issues. • Record feedback and help shape what we improve next. 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 fraud alerts. Working arrangement • Part-time, about 28 hours a week, mornings. • On site in Richmond, 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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