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Customer Success Manager - onboarding (remote)

Harborlight Nest Financial · Remote · contract

Harborlight Nest Financial is a financial-services company in Omaha, 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 • Check in regularly, listen for problems and fix them quickly. • Coordinate with support, billing and operations on payment disputes issues. • Record feedback and help shape what we improve next. • 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 • Two or more years in customer success, account management or service. • Excellent communication and follow-through. • Comfort with a CRM and simple reports. Nice to have • Experience with account servicing. • Ability to explain technical topics simply. Working arrangement • Contract for eight months, with a review at the end and a chance of extension. • Fully remote, with a monthly team day in Omaha. • We will tell you what to expect at each step of the hiring process.

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