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Our mission is to empower financial services companies to build automated processes that deliver trusted data and create better customer outcomes. At the same time, we aim to increase our clients’ productivity, reduce their time-to-market, and optimize their operational processes. Essentially, we make the lives of our clients, and their customers, ...
The Role
The CSM Operations Principal plays a critical role in optimizing the efficiency and effectiveness of our Client Success function.
You will be responsible for analyzing data, identifying trends, creating and reporting metrics, and implementing strategies to enhance client satisfaction, retention, and overall business success. Collaborating closely with CSM management, the frontline CSM team, cross-functional teams and our RevOps team, you will develop insights and recommendations to drive continuous improvement in our client success processes and workflows.
You will also take ownership of the management reporting process including the new CSM system.
Key Accountabilities & Responsibilities
Key Competencies, Education & Experience
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