As a Customer Success Manager at Axial, you will be responsible for on-boarding new members, educating our customers to leverage the platform successfully and continuously improving the health of the Axial network. Customer Success Managers are highly effective communicators and structured critical thinkers. The Customer Success team serves thousands of private equity professionals, single family office investors, corporate acquirers, and institutional lenders.
Your success will be measured on your ability to engage your accounts with both short and long term engagement metrics. For short term impact, you’ll work to improve the initial experience of customers as they join the platform. You will be measured by your ability to achieve or exceed assigned KPI’s and targets such as platform usage within your assigned customers.
Responsibilities
Monitor engagement and health of customers, using proactive and targeted outreach when needed
Onboard new users to the platform
Communicate customer feedback to Product & Engineering teams and help drive the company’s strategy by being the voice of the customer
Identify growth opportunities within the customer base
Qualifications
BA/BS degree or equivalent experience
0-2 years in sales, business development, or client service in a B2B environment
Track record of a strong and consistent work ethic in your life
Excellent written and oral communication skills and experience
Credible interest in corporate finance or FinTech
Personal Characteristics & Attributes
Professional maturity to take ownership, operate with transparency, and focus on producing results
Team oriented
Excellent attention to detail
Creative and intellectually curious attitude