Senior Customer Success Manager
G2 Risk Solutions
- New York City, NY
- $95,000-110,000 per year
- Permanent
- Full-time
- Lead, mentor, and develop the Customer Success team, including hiring, onboarding, and performance management.
- Set and track KPIs to ensure consistent, exceptional client service.
- Serve as main contact for clients, fostering strong relationships and understanding needs.
- Conduct usage and performance reviews to maximize client outcomes.
- Manage escalations and coordinate timely resolutions.
- Oversee the customer lifecycle—from onboarding to renewal—addressing risks and securing extensions.
- Identify upselling and cross-sell opportunities, partner with Sales on expansion strategies.
- Deliver QBRs to highlight value, address concerns, and recommend enhancements.
- Create and maintain advanced Excel reports, dashboards, and analyses to monitor account health and forecast renewals.
- Prepare professional, client-ready documentation and presentations.
- Collaborate with internal teams using Jira to track and manage client-related projects.
- 5+ years in Customer Success, Account Management, or Client Services with enterprise clients.
- Proven leadership in managing high-performing teams.
- Experience managing renewals, escalations, and client health for complex accounts.
- Familiarity with bankruptcy, collections, or financial services is a plus.
- Advanced Microsoft Office skills (Excel, Word, PowerPoint, Outlook), including pivot tables, VLOOKUP/XLOOKUP, complex formulas, conditional formatting, and data visualization.
- Familiarity with Jira for project tracking and workflow management.
- Proficiency with CRM platforms (e.g., HubSpot, Salesforce) and reporting tools.
- Exceptional negotiation, presentation, and communication skills.
- Bachelor’s degree in business administration, Communications, Finance, Information Systems, or related field preferred; analytical or data-focused studies a plus.