The Customer Success role is responsible for supporting our clients by creating, delivering, maintaining, and reporting on significant customer programs, and identifying risk and growth opportunities. In addition to building effective long-term relationships with customer stakeholders, the Customer Success Manager will serve as a key liaison with internal teams to ensure EVERFI + YC is meeting goals and delivering at the highest level to key customers.

Responsibilities:

● Support the Customer Success team members on accounts owned by the team.
● Review, understand, and implement the contract deliverables of EVERFI’s accounts.
● Work with Customer Success leadership to develop and maintain project plans for implementation and execution of customer deliverables.
● Assist with the strategy and coordination of event planning and logistics in conjunction with the Customer Marketing Team.
● Compile user and course data as well as prepare timely reports and presentations present to key customer decision-makers and executives to demonstrate the impact of their investment.
● Assist with the project management and development of projects with internal stakeholders such as custom course builds, external websites, or user groups.
● Prepare for customer calls and related follow-up
by providing project updates and assisting in collecting data and uploading information into our Customer Relationship Management (CRM) system, Salesforce and Customer Health Tracker.
● Build and maintain in-depth knowledge of EVERFI + YC products and solutions and respond to relevant customer questions.
● Contribute to organizing, investigating, and resolving customer issues in a timely and effective manner.
● Support other CSM team members with key delivery needs for customers across the team’s portfolios.
● Other job related duties as assigned.

Skills, Experience, and Qualifications:

● Bachelor’s degree or equivalent combination of education and experience
● A minimum of 2 years of experience in account management, customer success, consulting, or project management
● Proven track record of meeting and exceeding goals and deadlines
● Experience analyzing data and driving recommendations preferred
● Experience developing compelling presentations
● Strong collaboration skills
● Experience building and maintaining long-term, trusted relationships with customers or colleagues preferred
● Strong organizational and time management skills
● Strong attention to detail, problem solving skills, and a solutions oriented mindset
● Strong oral and written communication as well as active listening skills

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Benefits Include:

• Medical, dental, and vision insurance

• Remote-first workforce

• 401(k) program with employer match

• Flexible paid time off

• Generous Parental Leave

• Volunteer for vacation

• Opportunities to connect to build community and belonging

• Pet insurance, legal and identity protection

• Tuition reimbursement program