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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:Â
- 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
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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 requestsÂ
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
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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 plusÂ
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
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Bonus Desired Skills or Interests
Curriculum design experience
Facilitation of educational programs
Create and maintain wordpress websites
Graphic designÂ
Microsoft SQL Server/SQL queries
Html/CSS
Adobe Captivate
Camtasia 2020/Adobe Premiere or other video editing software
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Education
Bachelor’s degree or 5 years of relevant experience
Why Choose Us
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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