ChatGPT Jobs · 6 hours ago
Customer Success Partner
Strickland Group LLC is a fast-growing financial services organization focused on integrity and long-term impact. They are seeking a Customer Success Partner to guide clients through a consultative process, ensuring an exceptional experience and helping them make informed decisions that align with their long-term goals.
Computer Software
Responsibilities
Serve as a primary point of contact for assigned clients
Conduct virtual consultations via Zoom or phone
Educate clients on available solutions and next steps
Deliver a professional, relationship-based customer experience
Follow up with clients to ensure clarity and satisfaction
Utilize company CRM and systems to manage communication
Attend weekly virtual training and development sessions
Meet activity and performance benchmarks
Maintain compliance and licensing standards
Qualification
Required
Serve as a primary point of contact for assigned clients
Conduct virtual consultations via Zoom or phone
Educate clients on available solutions and next steps
Deliver a professional, relationship-based customer experience
Follow up with clients to ensure clarity and satisfaction
Utilize company CRM and systems to manage communication
Attend weekly virtual training and development sessions
Meet activity and performance benchmarks
Maintain compliance and licensing standards
Benefits
Flexible remote schedule (part-time or full-time)
Warm client inquiries
Clear advancement and leadership pathways
Ongoing training and mentorship
Company
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Funding
Current Stage
Early StageCompany data provided by crunchbase