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Client Success Manager

Plaid seeks a Client Success Manager to create long-term, trusting relationships with our customers. While this role will support many projects, the primary responsibilities of the Client Success Manager will be to work directly with clients and offer guidance so that they maximize the value inherent in purchasing our products and services.

The Client Success Manager’s role will oversee a portfolio of clients, develop new business from existing clients and actively seek new sales opportunities. Client Success Managers answer client queries, respond to user support requests, implement and train new clients, and track project schedules for long-term client projects.

If you are familiar with account management software (CRM), have a flair for client communication, are outrageously organized and incredibly attentive to detail, we’d like to meet you. Ultimately, a successful Client Success Manager will collaborate with our sales team to achieve goals while keeping our clients satisfied and engaged with our products and services in the long-run.

Plaid Culture

At Plaid, we hold ourselves and our work to a high standard. Our passion is to help people be better, and we accomplish this by creating thought-provoking and stimulating learning experiences.  Plaid prides itself on being an end-to-end service provider that places a focus on effective product implementation while always demonstrating cost transparency.

The following values are bedrocks to maintaining and driving a successful company culture: 

  • Detail-oriented — quality and precision-focused
  • Innovative — innovative and risk-taking
  • Outcome-oriented — results-focused with strong performance culture
  • Team-oriented — cooperative and collaborative
  • Initiative–Take ownership and pride in getting the job done

If you believe you’re a good fit for this role and share Plaid’s values we’d love to meet you!  Please submit your resume and cover letter to info@beingplaid.com.

Responsibilities

 

  • Serve as the lead point of contact for all client account management matters

  • Build and maintain strong, long-lasting client relationships

  • Respond to the daily flow of user customer service requests 

  • Develop trusted advisor relationships with key accounts, client stakeholders and executive sponsors

  • Ensure the timely and successful delivery of our solutions according to client needs and objectives

  • Develop new business with established and new clients and/or identify areas of improvement to meet sales goals

  • Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)

  • Prepare reports on account status

  • Collaborate with sales team to identify and grow opportunities within territory

  • Assist with challenging client requests or issue escalations as needed

 

Experience and Requirements

  • Experience delivering client-focused solutions to customer needs

  • Experience with Salesforce Service Cloud a plus

  • Knowledge of higher education institutions and Greek Life organizations

  • Software documentation skills a plus 

  • Proven ability to plan and manage multiple account management projects at a time, while maintaining sharp attention to detail

  • Excellent listening skills, negotiation and presentation skills

  • Extremely organized and task list driven

  • Patience when troubleshooting challenges

  • Willingness to learn

  • Strong verbal and written communication skills

  • Ability to translate and explain technology in an accessible and approachable manner

 

Bonus Desired Skills or Interests

  • Curriculum design experience

  • Facilitation of educational programs

  • Create and maintain wordpress websites

  • Graphic design 

  • Microsoft SQL Server/SQL queries

  • Html/CSS

  • Adobe Captivate

  • Camtasia 2020/Adobe Premiere or other video editing software

 

Education

  • Bachelor’s degree or 5 years of relevant experience

Why Choose Us

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01.

Certified Experience

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02.

Great Support

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03.

Competitive Price

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04.

We Got The Tools

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05.

Success Guarantee

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06.

Experienced Team

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