Companies Global Finance Teams Senior Customer Success Manager (Remote)

About the role

Global Finance Teams

Key Responsibilities

  • Serve as one of the primary points of contact for assigned clients
  • Conduct regular client check-ins to gather feedback and assess engagement health
  • Monitor client satisfaction and identify areas for improvement proactively
  • Coordinate with recruitment, operations, and leadership teams regarding client concerns or staffing updates
  • Track employee performance feedback and escalate concerns when needed
  • Help ensure timely resolution of operational or service-related issues
  • Maintain client records, meeting notes, and engagement updates in internal trackers or CRM systems
  • Prepare simple reports on client feedback, retention risks, and engagement status
  • Support onboarding coordination for new clients and newly hired team members
  • Assist leadership in improving internal processes and customer experience initiatives
  • Follow up on pending action items and ensure commitments to clients are completed on time
  • Monitor overall engagement health including communication responsiveness, staffing stability, and client sentiment

Preferred Qualifications

  • Experience in customer service, account management, operations, or client success
  • Strong communication and relationship-building skills
  • Organized and detail-oriented with good follow-through
  • Comfortable handling client-facing conversations professionally
  • Familiarity with Google Workspace, Microsoft Office, or CRM tools
  • Experience in outsourcing, staffing, or BPO environment is a plus

Nice to Have

  • Experience handling US-based clients
  • Familiarity with project coordination or operations support
  • Ability to prepare simple reports and presentations
  • Experience gathering customer satisfaction feedback or conducting surveys
Ready to apply to Global Finance Teams?
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