Customer Success Manager

Finalis(1 month ago)

RemoteFull TimeManager$60,000 - $90,000GTM - Customer Success

About this role

A Customer Success Manager at Finalis is responsible for elevating client relationships through effective onboarding, training, and adoption of products, ensuring exceptional customer satisfaction. The role involves cultivating strategic advisor relationships, analyzing industry trends, managing customer success metrics, and collaborating with sales and marketing to create compelling customer stories. Additionally, the Manager will utilize their organizational and communication skills to drive continuous improvements in customer experience and satisfaction. Experience with Google Workspace, Salesforce, and customer success platforms like Vitally is preferred.

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Required Skills

Customer Success
Client Relationships
Onboarding
Training
Customer Satisfaction
Strategic Advisory
Market Insights
Communication Skills
Data Management
Customer Journey

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About Finalis

finalis.com

Finalis is a transformative platform designed for private capital markets, providing automation and intelligence to enhance deal-making efficiency. The company serves over 390 firms, facilitating compliance, a curated deal network, and automated workflows through a single ecosystem. Finalis focuses on making compliance a competitive advantage while accelerating the deal lifecycle and improving data-driven decision-making, empowering investment bankers, issuers, and investors alike.