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Customer Success Manager - onboarding (remote)

Fernwood Beacon Financial Group · Remote · contract

We are growing our team at Fernwood Beacon 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 • Coordinate with support, billing and operations on payment disputes issues. • 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. 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. • Remote-friendly, with quarterly visits in Nashville. • We will tell you what to expect at each step of the hiring process.

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