Customer Success Manager - escalation handling (remote)

Clearpath Vale Financial is a financial-services company in Dallas. We are hiring a Customer Success Manager to take on escalation handling. You would work closely with colleagues in operations, support and management. What you will do • Coordinate with support, billing and operations on account servicing issues. • Prepare simple reviews showing what the customer gets from us. • Look after a portfolio of customer accounts from setup through renewal. • Record feedback and help shape what we improve next. • Check in regularly, listen for problems and fix them quickly. What we are looking for • Two or more years in customer success, account management or service. • Comfort with a CRM and simple reports. • Excellent communication and follow-through. Nice to have • Experience with regulatory reports. • Ability to explain technical topics simply. Working arrangement • Full-time, with a steady weekday schedule. • Remote-friendly, with quarterly visits in Dallas. • We will tell you what to expect at each step of the hiring process.