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Customer Success Manager at SWBC - ApplyBlast

Customer Success Manager

SWBC

5 months ago

2.9 on Glassdoor

San Antonio, TX

Hybrid

Full Time

Senior

0 applicants

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About this role

As a Senior Customer Success Manager at SWIVEL, you will drive adoption and retention for financial services clients by developing success plans and mitigating churn risks. This role requires collaborating with sales and product teams to expand business opportunities and utilizing data analytics to optimize customer outcomes. You will advocate for client needs across cross-functional teams while establishing scalable processes to support sustainable organizational growth.

Responsibilities

Develop customer success plans to achieve organizational goals
Monitor health metrics to proactively prevent churn and ensure retention
Identify cross-selling opportunities in partnership with account teams
Create scalable processes and playbooks for Customer Success operations
Advocate customer needs and manage concerns across cross-functional teams

Skills

Qualifications

BS in Business Administration5 years in Financial Services3 years in Customer Success Management

About SWBC

swbc.com

Headquarters

San Antonio, Texas, United States

Company Size

1001-5000 employees

Founded

1976

View Profile

SWBC offers financial solutions for individuals, businesses, and financial institutions. We have you covered with personal and business insurance, mortgages, and wealth management.