Customer Success Manager (North America)

We are looking for a Customer Success Manager for the North America region.

Experience: Mid-Level

Position: 3+ experience in Finance / Business Valuation OR Customer Service/Customer Success

Availability: Full-time (40 hours weekly)

Job Function: Customer Success Manager

Location: Remote

Company Description: Valutico is a B2B FinTech player internationally operating a valuation platform that empowers financial services providers and valuation practitioners with data-driven tools to conduct their analyses more efficiently.

What are we looking for: A Customer Success Manager (CSM) for North America region to join our international team

Responsibilities:

• Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them
• Review the customer journey, identifying how it’s supported, taking a consultative approach in helping clients overcome issues and achieve goals
• Facilitate interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time
• Collaborate, problem solve, and strategize upcoming client meetings with team members
• Prepare necessary documentation or visuals for client to demonstrate performance of campaigns; analyze trends in C-Sat/NPS scores to identify areas of improvement
• Work with the sales and marketing team to collect customer references and develop case studies
• Develop and understand customer outcomes by communicating with customers, analyze customer health metrics, run NPS and gather other feedback via Intercom.
• Collaborate with the Product Team to alert them of customer issues or bugs, and note requests for platform development

• 3 years of experience in Finance / Business Valuation, Account Management, or Customer Success
• The ability to work remotely and autonomously
• Experience in working in Customer Success or studies in Finance (ideally in the valuation sphere) - and an aptitude for the other
• A strong sense of motivation, a customer-focused mindset, excellent organizational skills, and the ability to learn quickly
• Strong verbal and written communication, strategic planning, and project management skills
• Analytical and process-oriented mindset
• Comfortable working across multiple departments in a deadline-driven environment
• Active team player, self-starter, and multitasker who can quickly adjust priorities
• Fluent / Native English

What we offer:

• A full-time position as a CSM
• Fair Salary based on your experience, qualifications, and skills
• International working environment in a fast-growing team