Lead a cutting edge, dynamic software product that (1) enables customers to structure their legal documents in a powerful way, and (2) serves as a source of truth,  providing powerful investment insights. 

Job Summary

As a Customer Success Manager for Aumni, a JP Morgan company, you will act as the primary customer relationship contact and trusted advisor to your book of assigned customers. You will manage all aspects of the customer relationship, drive product adoption and usage throughout the customer journey and ensure optimal interaction with Aumni processes, products, and services. You will own the success and health of your assigned customers.

Job Responsibilities

You will manage all aspects of the customer relationship along the customer journey including implementation, product adoption, usage, renewal, expansion, and advocacy to ensure optimal engagement Serve as a trusted advisor with clients to build long-term collaborative partnerships Collaborate cross-functionally with other departments including Sales, Customer Operations, and Product to drive strategy alignment Identify upsell and expansion opportunities through customer interactions and develop strategies to align with customer’s business objectives and an identified customer success plan Own and manage a renewal pipeline and forecast as well as communicate and manage contract and invoicing efforts

Required Qualifications, Capabilities, and Skills:

2+ years in Customer Success or Account Management at a B2B Saas company A Bachelor's degree is required. Proven track record of and passion for building long-term relationships with all stakeholders Understand client success best practices and strategies with a track record of driving high overall satisfaction, client retention, and growth. Have great project and time management skills. Be able to juggle and manage many different clients simultaneously and have the judgment and experience to triage, delegate and prioritize appropriately and effectively to drive projects forward and maintain great client communication. Have a proactive, solution-oriented mindset when it comes to handling customer issues. Be able to identify the problems the customers will likely bump into and work transparently to solve them. Be technically savvy and quick to learn new systems and applications so as to assist customers with application training and product launches.

 

Preferred Qualifications, Capabilities, and Skills

Experience in the venture capital industry with private company financings is a plus A legal, financial, or accounting background within the context of the venture capital industry would also be a plus