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Customer Success Manager - escalation handling (Richmond, VA)

Harborlight Nest Financial Group · Richmond, VA · part time

Harborlight Nest Financial Group is a financial-services company in Richmond. 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 • 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. • Coordinate with support, billing and operations on regulatory reports issues. • Check in regularly, listen for problems and fix them quickly. What we are looking for • Comfort with a CRM and simple reports. • Two or more years in customer success, account management or service. • Excellent communication and follow-through. Nice to have • Experience with account servicing. • Ability to explain technical topics simply. Working arrangement • Part-time, about 24 hours a week, spread across three days. • On site in Richmond. • We reply to every applicant.

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