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Client Success Manager
Plaid seeks a Client Success Manager to create long-term, trusting relationships with our clients and users. While this role will support many company initiatives, 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, and implement and onboard new clients.
If you have a knack for client communication, get excited by problem solving, are familiar with account management software (CRM), 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 related to the implementation, monitor, and support of Plaid’s services
- Build and maintain strong, long-lasting client relationships
- Serve as the coordinator of the daily flow of user customer service requests/cases
- Develop trusted advisor relationships with key accounts, client stakeholders and executive sponsors
- Ensure the timely and successful delivery of Plaid’s standard programs and 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
- Prepare reports for monthly client success meetings
- 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 meet customer needs
- Process and software documentation skills
- Managing multiple priorities and initiatives
- Sharp attention to detail
- Timely execution and implementation in accordance with deadlines
- 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
- Background in uncovering efficiencies and opportunities for improvement
Bonus Desired Skills or Interests
- Experience with Salesforce Service Cloud a plus
- Meeting and event planning and coordination preferred
- Knowledge of higher education institutions and fraternity/sorority organizations
- Understanding of curriculum design and educational program development
- Basic graphic design principles
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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