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Customer Success Manager - onboarding (Charlotte, NC)

Greenridge Ember Financial · Charlotte, NC · contract

Greenridge Ember Financial provides savings, lending and payment services from Charlotte, and we need a Customer Success Manager to lead our onboarding. 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 vendor spend 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 • 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 loan applications. Working arrangement • Contract for nine months, with a review at the end and a chance of extension. • On site in Charlotte, 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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