Customer Success Manager, Contractor Engagement

Who you are

You have a proven track record in customer success or account management, ideally within the financial services or fintech industry. Your experience has equipped you with the ability to build strong relationships with partners and understand their unique needs. You are results-driven and have a knack for identifying opportunities for growth and improvement. You thrive in collaborative environments and enjoy working with cross-functional teams to deliver exceptional service. Your communication skills are top-notch, allowing you to effectively convey complex information in a clear and engaging manner. You are passionate about helping others succeed and are motivated by the impact your work has on their business.

Desirable

Experience in sales or business development is a plus, as it will help you understand the dynamics of partner engagement. Familiarity with financial products and services will enable you to provide better support to your partners. A background in project management can also be beneficial, as you will be coordinating various initiatives to enhance partner success.

What you'll do

As a Customer Success Manager at Upgrade, you will play a crucial role in building and maintaining relationships with our contractor partners. You will be responsible for onboarding new partners and ensuring they have the resources and support needed to succeed. Your focus will be on driving productivity and revenue generation within your assigned portfolio. You will regularly assess partner performance and identify areas for improvement, providing actionable insights and recommendations. Collaborating closely with the sales team, you will help develop strategies to attract new merchants and contractors to Upgrade's offerings. You will also serve as the primary point of contact for partners, addressing any concerns and ensuring their needs are met promptly. Your role will involve tracking key performance metrics and reporting on progress to internal stakeholders. You will contribute to the continuous improvement of our customer success processes and share best practices with the team.

What we offer

At Upgrade, we pride ourselves on our collaborative and inclusive culture. You will be part of a team that is dedicated to improving the financial well-being of our customers. We offer competitive compensation and benefits, along with opportunities for professional growth and development. You will have the chance to work with some of the most talented professionals in the industry and contribute to meaningful projects that make a difference in people's lives. Join us in building a better financial future for millions of customers.