Customer Success Manager

The role

You will serve as a trusted advisor to CSA clients to maximize the value of services. You will lead post-sale engagement, retention, and growth while working with Sales and Advisory teams.

What you will do

• Lead the post-sale engagement, retention, and growth of customers
• Support expansion of accounts by identifying opportunities and driving business outcomes
• Collect and articulate customer use cases, case studies, and testimonials
• Develop business reviews and analytics reports for customers
• Share customer feedback and insights to internal stakeholders
• Drive overall account health including engagement, ROI, renewals, growth, referrals, and satisfaction

Required qualifications

• 4+ years of experience in a client-facing role
• Sophisticated business sense and understanding of customer compliance journeys
• Ability to lead technical conversations and persuade others
• Strong analytical skills and operating rigor
• Strong executive presence and presentation skills
• History of success as a consultant, pre-sales, technical account management, or equivalent
• Has handled difficult customers or situations and can demonstrate resolutions
• Motivation and flexibility to work in a high-growth environment
• Self-motivated and comfortable working remotely and asynchronously

Nice to have

• ideally customer success, managing relationships with fast-paced organizations with a technical product or service offering

Benefits

• medical, dental, and vision insurance
• 401(k) with company match
• PTO

About the company

Riveron partners with clients to solve complex finance challenges, guided by DELTA values. The firm provides expertise in governance, risk, and compliance practices.