Customer Success Manager - escalation handling (Madison, WI)

Summit Vale Financial Group is looking for a Customer Success Manager. The job centres on escalation handling for customer onboarding, and it would suit someone who likes steady, practical work. Teams collaborate across risk, service and technology. What you will do • Record feedback and help shape what we improve next. • Prepare simple reviews showing what the customer gets from us. • Check in regularly, listen for problems and fix them quickly. • Look after a portfolio of customer accounts from setup through renewal. • Coordinate with support, billing and operations on customer onboarding 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 • Experience with payment disputes. • Ability to explain technical topics simply. Working arrangement • Full-time, with a steady weekday schedule. • On site in Madison. • We will tell you what to expect at each step of the hiring process.