Senior Customer Success Manager - escalation handling (remote)
Summit Beacon Financial · Remote · contract
Summit Beacon Financial serves customers across New Orleans with accounts, loans and payments, and we need a Senior Customer Success Manager to lead our escalation handling.
Teams collaborate across risk, service and technology.
What you will do
• Prepare simple reviews showing what the customer gets from us.
• Record feedback and help shape what we improve next.
• Coordinate with support, billing and operations on payment disputes issues.
• 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.
• 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 customer onboarding.
Working arrangement
• Contract for eight months, with the possibility of becoming permanent.
• Remote-friendly, with a monthly team day in New Orleans.
• We will tell you what to expect at each step of the hiring process.
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