Customer Success Manager Lead
Lead/Enterprise Customer Success Manager responsibility is to manage accounts with 500+ employees from start to finish, assisting clients to receive ERC refunds, in collaboration with the process team the successful completion of assigned projects. The CSM is the lead for communicating with clients, collecting documents for calculation and sending final calculations including walking clients through projections.● Weekly basis file count ranging from 130-200 files. Increased production with efficient work flow● Relationship built calls made to build trust and communication with clients ranging from smallbusinesses all the way to over 500+ employees.● Discussed sensitive and secure documents to be able to complete a file from an agreementsigned to credit complete. Continuous follow up / communication is made to complete IRSsearches and results of checks/notices.● Managed a team of Project Managers to speak to clients as well as work through files from startto finish with business owners with 100+ employees or less.● Created teams meetings / zoom calls with clients to discuss further steps needed to take tocontinue working with us as a company with a face to face relationships● Able to advise clients on why our company over others as well as what our company does tosupport them through the process and after.● Main point of contact for all files worked on as well as looped into calls and files to help my team.