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Customer Success Manager - onboarding (remote)

Redstone Granite Financial · Remote · full time

We are growing our team at Redstone Granite Financial 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. • Look after a portfolio of customer accounts from setup through renewal. • Check in regularly, listen for problems and fix them quickly. • Prepare simple reviews showing what the customer gets from us. • Coordinate with support, billing and operations on payment disputes issues. 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. • Fully remote, with quarterly visits in Salt Lake City. • Applications are reviewed on a rolling basis.

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