WWUUUH
Help Me Now

Theme

Magnification

Customer Success Manager - onboarding (remote)

Clearpath Kestrel Financial Partners · Remote · contract

We are growing our team at Clearpath Kestrel Financial Partners and adding a Customer Success Manager whose main responsibility will be onboarding. Trust is the product, so accuracy and clarity matter. What you will do • 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. • Record feedback and help shape what we improve next. • Prepare simple reviews showing what the customer gets from us. What we are looking for • Excellent communication and follow-through. • Comfort with a CRM and simple reports. • Two or more years in customer success, account management or service. Nice to have • Ability to explain technical topics simply. • Experience with account servicing. Working arrangement • Contract for nine months, with the possibility of becoming permanent. • Fully remote, with quarterly visits in Houston. • Applications are reviewed on a rolling basis.

Log in to apply or save this job. Searching and viewing listings stays free.

Between jobs? WUUUH gives you a free ranked action plan, deadlines, and assistance matching with official links. Start free →

Works on slow connections. Together, We Rise.