Platform Success Manager - Olympia Washington

Company: VirtualVocations
Location: Olympia, Washington
Posted On: 11/21/2024

A company is looking for a Platform Success Manager to drive customer satisfaction and growth.



Key Responsibilities

Serve as the primary contact for a portfolio of customers, ensuring they leverage the platform effectively
Build strong relationships by providing ongoing support, training, and strategic guidance
Monitor customer health metrics and develop tailored success plans to drive outcomes


Required Qualifications

3-5 years of experience in customer success, account management, or a related role, preferably in SaaS or fintech
Experience at a mortgage lender, bank, or brokerage
Familiarity with CRM tools (e.g., Salesforce, HubSpot) and customer health tracking systems
Proven ability to manage multiple clients and projects simultaneously
Highly organized and proactive, with the ability to work independently and collaboratively More...

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