Senior Customer Success Manager - account health (Rochester, NY)
Bluepeak Rook Financial · Rochester, NY · contract
Bluepeak Rook Financial serves customers across Rochester with accounts, loans and payments, and we need a Senior Customer Success Manager to lead our account health.
You would join a small organisation of about 46 people based in Rochester.
What you will do
• Coordinate with support, billing and operations on loan applications issues.
• Prepare simple reviews showing what the customer gets from us.
• Record feedback and help shape what we improve next.
• Check in regularly, listen for problems and fix them quickly.
• 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
• Experience with account servicing.
• Ability to explain technical topics simply.
Working arrangement
• Contract for twelve months, with clear deliverables from the first week.
• On site in Rochester.
• We will tell you what to expect at each step of the hiring process.
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