Customer Success Manager

Responsibilities

• Serve as the primary point of contact for assigned enterprise clients in New Jersey.
• Onboard new customers, ensuring a smooth transition and rapid time‑to‑value.
• Proactively monitor client health metrics and drive adoption of PF Compass solutions.
• Collaborate with Sales, Product, and Engineering to resolve issues and deliver enhancements.
• Develop and deliver quarterly business reviews and strategic roadmaps.
• Identify upsell and cross‑sell opportunities to grow account revenue.

Requirements

• Bachelor’s degree in Business, Communications, or related field (or equivalent experience).
• 3+ years of customer success or account management experience in SaaS or fintech.
• Strong interpersonal and communication skills; ability to build trust with C‑level executives.
• Analytical mindset with proficiency in CRM and data‑visualization tools (e.g., Salesforce, Tableau).
• Self‑starter with excellent time‑management and problem‑solving abilities.
• Willingness to travel up to 25% for on‑site client meetings.

Benefits

• Competitive base salary + performance‑based bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with company match.
• Generous paid time off and holidays.
• Professional development stipend and tuition reimbursement.
• Flexible hybrid work model (3 days in‑office, 2 days remote).

FAQ

• Where is the office located? Our New Jersey office is at 2500 Route 10, East Rutherford, NJ 07073.
• What is the interview process? It consists of a phone screen, a virtual case‑study interview, and an on‑site panel with the hiring manager and senior leadership.
• Do you sponsor work visas? Yes, we consider candidates who require H‑1B sponsorship.
• When can I expect to start? We aim for a start date within 4–6 weeks of a successful offer.