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Customer Success Manager - onboarding (Miami, FL)

Harborlight Junction Financial Group · Miami, FL · part time

We are growing our team at Harborlight Junction Financial Group and adding a Customer Success Manager whose main responsibility will be onboarding. You would work closely with colleagues in operations, support and management. What you will do • Record feedback and help shape what we improve next. • Check in regularly, listen for problems and fix them quickly. • Prepare simple reviews showing what the customer gets from us. • Look after a portfolio of customer accounts from setup through renewal. • Coordinate with support, billing and operations on loan applications issues. 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 • Experience with account servicing. • Ability to explain technical topics simply. Working arrangement • Part-time, about 24 hours a week, afternoons. • On site in Miami. • We will tell you what to expect at each step of the hiring process.

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