Job Details

Customer Success Manager

Financeinabox

Job Description

About Us

Finance in a Box is an Accounting & Financial Consulting firm based in California, USA. We provide outsourced CFO/Controller services to companies around the world. In addition, we assist companies with building accounting teams.

Job-Overview

Job Title : Customer Success Manager

Job Location : 100% Remote

Job Shift : US EST Shift (6.30 pm- 3.30 am, IST)

We're looking for a Customer Success Manager to join us and expand our Team. We encourage people to bring the full breadth of their talents, experience, and personal style to make an impact on the clients we serve. We develop outstanding professionals and leaders who grow with our firm and gain the experience and training needed to build a great career.

Responsibilities and Duties

Managing Enterprise accounts, primarily working with dental office leadership and central office leadership
Execute the customer success strategy, focusing on high touch points and relationship building with dental offices
Achieve individual metrics and KPIs designed to utilize a data-based approach within the Customer Success Team
Assist in improving processes around account setup, implementation, training, and ongoing account review and modification to minimize churn and support account expansion
Plan account expansion initiatives and targeted campaigns for accounts with lower usage
Conduct frequent reviews with accounts and team to determine customer satisfaction and utilization levels
Employ the total office concept, ensuring every member of the dental office staff is engaged

Preferred Qualifications

5+ years of experience in customer success in SAAS or similar product
Proficiency in Salesforce is required
Previous Experience with renewals
Excellent communication and interpersonal skills
Bachelor’s degree or extensive experience
Experience in Management Consulting
Excitement to learn about artificial intelligence, insurance, dentistry, and technology
Strong work ethic and hustle to achieve results in a high-growth startup environment
Experience in insurance, dental/healthcare, startups, or B2B software is a plus but not required

Benefits

Financial: Competitive salary
Work-Life Balance: Flexibility on vacation and time off
Health: Healthcare paid by the company
Remote Work: Work from home

If you are interested in a position with growth potential, kindly send your current CV/resume to careers@financeinabox.co along with your current & expected remuneration & notice period.

Competitive compensation and advancement opportunities await! Looking forward to hearing from you.

This job description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time.

Accounting saas Salesforce Healthcare Startup Insurance

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