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Why

To lead a crucial role in building strong relationships with companies and advisors, we are looking for a Customer Success manager. Help companies succeed in their goals while enjoying a smooth and seamless advisory process at Wiseboard.

What you’ll get:

• Startup-spirit culture and the opportunity to build the CS process from scratch in the right way.
• Access to worldwide industry-leading advisors.
• Hand-in-hand work with such an advisor in Customer Success.
• Market level salary
• Remote work
• Being among the first ten employees in the company

What you will be doing:

• Build and maintain strong relationships with existing clients, acting as their primary point of contact.
  • Be present at meetings with clients and advisors, take notes on meeting outcomes, and outline action plans.
  • Send report letters to companies on behalf of the advisor.
  • Update company profiles based on advisor calls.
  • Check in with companies to inquire about their well-being; monitor temperature, impressions, and alignment with expectations.
• Onboard new clients, ensuring a smooth and successful advising process.
  • Create a shared workspace for the advisor and the company for chat-based collaboration.
  • Schedule meetings, track progress, and monitor plan execution.
• Proactively gather feedback from clients to improve their experience.
• Resolve client issues and escalations in a timely and effective manner.
• Proactively identify opportunities for upselling.
  • Monitor payments and process requests for additional activities, advisory, etc.
• Gather client feedback and pass it to the marketing team for creating case studies and testimonials.
  • Provide insights on relevant updates and when it’s required to further engagement of the Wiseboard team.
  • Collect content/feedback for case studies.