Customer Success Manager - renewals (Fresno, CA)
Summit Haven Financial · Fresno, CA · full time
Summit Haven Financial serves customers across Fresno with accounts, loans and payments, and we need a Customer Success Manager to lead our renewals.
You would work closely with colleagues in operations, support and management.
What you will do
• Look after a portfolio of customer accounts from setup through renewal.
• Record feedback and help shape what we improve next.
• Check in regularly, listen for problems and fix them quickly.
• Coordinate with support, billing and operations on regulatory reports issues.
• Prepare simple reviews showing what the customer gets from us.
What we are looking for
• Comfort with a CRM and simple reports.
• Two or more years in customer success, account management or service.
• Excellent communication and follow-through.
Nice to have
• Ability to explain technical topics simply.
• Experience with payment disputes.
Working arrangement
• Full-time, with a steady weekday schedule.
• On site in Fresno, with some flexibility after the first few months.
• We will tell you what to expect at each step of the hiring process.
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