Customer Success Manager

Total Expert(1 month ago)

HybridFull TimeMedior$75,000 - $90,000Customer Success

About this role

The Customer Success Manager at Total Expert owns strategic relationships with mid-market financial services customers to ensure they realize maximum value and ROI from the Total Expert SaaS platform. The role focuses on understanding each customer’s ecosystem and business goals to guide platform usage and align solutions with their objectives. It involves managing a portfolio of accounts, supporting revenue growth, and helping financial institutions better serve their end customers. The position is remote for candidates outside Minnesota and hybrid (three days onsite) for those based near the St. Louis Park, MN office.

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Required Skills

Customer Success Management
Account Management
Client Relationships
Tech Stack Analysis
System Integrations
Workflow Optimization
Contract Renewals
Upselling
Cross Selling
Customer Retention

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About Total Expert

totalexpert.com

Total Expert is a purpose-built customer engagement platform for financial institutions. It combines CRM, marketing automation, and compliance-aware workflow to help banks, credit unions, and lenders create sustainable growth and increase customer loyalty. The platform centralizes customer data, automates lifecycle campaigns, and delivers reporting and analytics to improve acquisition, cross-sell, and retention. Total Expert integrates with core systems used by financial services and is widely adopted across the industry.