3+ years of Customer Success or Account Management experience
Strong communicator, able to influence and persuade
Able to build mutually beneficial, long-standing relationships with customers
Natural problem solver, able to identify problems before they arise
Able to handle difficult conversations and turn them into positive outcomes
Energetic, positive self-starter
Desirable
Significant experience and aptitude in Hubspot and BI dashboards
Experience working with senior or high net worth individuals
What the job involves
In this role your primary focus will be driving successful outcomes for our Transition to Portfolio customers.
As a Customer Success Manager, you will be responsible for guiding your customers successfully in their Transition to Portfolio journey, through the stages of onboarding, Academy course completion, mentoring and placement facilitation.
Within this you will be expected to maintain a high level of customer satisfaction, minimise refunds and cancellations, as well as ensure timely and efficient progression for our customers through the stages of the programme.
You will also be responsible for winning back customers who have cancelled their programme membership
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