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Barden is excited to partner with a global SaaS provider in appointing a Customer Success Associate to join their dynamic team. This role offers an excellent opportunity for an enthusiastic professional to ensure client satisfaction and success with their finance platform. As a key member of the customer success team, you will play a pivotal role in building strong relationships with clients, helping them maximize the value of our solutions.
“This role is essential to our mission of delivering exceptional customer experiences, fostering long-term partnerships, and ensuring our clients achieve their financial goals.” – Head of Strategic Accounts
ABOUT THE ROLE
As the Customer Success Associate, you will be part of an initial team focused on building out the customer success function within the organization. You will work closely with the Head of Strategic Accounts, gaining invaluable access and learning from a renowned and established expert in this field. In this role, you will guide clients through their journey with our SaaS finance platform, from onboarding to ongoing support, and collaborate closely with cross-functional teams to enhance client engagement and drive customer satisfaction.
- Facilitate the onboarding process for new clients, providing comprehensive training on the finance platform to ensure they understand its features and functionalities.
- Build and maintain strong relationships with clients to ensure their satisfaction with our services. Act as the primary point of contact for clients, addressing their needs and concerns promptly.
- Coordinate with internal teams to ensure that client work is completed on time and within budget. Monitor client usage and engagement metrics to identify opportunities for improvement and enhance the overall customer experience.
- Identify potential issues early and develop effective mitigation strategies. Address any technical or operational issues, coordinating with internal teams and client finance leaders to maintain project momentum.
- Gather client feedback and insights to share with the product and engineering teams. Facilitate communication between the client and the company to ensure smooth project execution and contribute to ongoing product enhancements and service improvements.
- Deliver regular reports and updates to clients, ensuring transparency and trust. Maintain accurate records of client interactions, support requests, and project milestones.
ABOUT THE PERSON
- 2+ years of experience in customer success, account management, or a related field, preferably within a SaaS environment.
- Strong understanding of finance functions and familiarity with finance terminology to effectively communicate with clients.
- Proven experience in managing client relationships and ensuring customer satisfaction.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate with cross-functional teams.
- Strong project management skills and the ability to manage multiple projects simultaneously, including budgeting, scheduling, and resource allocation.
- Problem-solving mindset with a proactive approach to addressing client concerns and needs.
- Bachelor’s degree in Finance, Business, or a related field is preferred.
- Experience with customer relationship management (CRM) tools and data analysis is a plus.
- Familiarity with ERP systems, cloud-based, and hybrid solutions is advantageous.
HOW TO APPLY
If you are a motivated individual with a passion for customer success and the ability to engage effectively with clients in the finance sector, we invite you to submit your CV and cover letter detailing relevant experience. We look forward to connecting with you!
