Client Success Manager
CurrentLead point of contact for client account management matters related to the onboarding, implementation, monitoring, and support of Plaid’s services, including Signature Programs, custom projects, and data/ research.Builds and maintains strong, long-lasting client relationships.Serves as the coordinator of the daily flow of user customer service requests/cases and LMS troubleshooting.Develops trusted advisor relationships with key accounts, client stakeholders and executive sponsors.Ensures the timely and successful delivery of Plaid’s standard programs and solutions according to client needs and objectives.Develops new business with established and new clients and/or identify areas of improvement to meet sales goals.Collaborates with sales team to identify and grow opportunities within territory.Assists with challenging client requests or issue escalations as needed.Collaborates with clients on developing new programs and certification tracks.