Financial Operations Specialist
hace 1 mes
**Mission Critical Role for Financial Operations Expert**
At Embat, we empower medium and large-sized enterprises to plan their finances in real-time. Our mission is to build a financial management platform that helps clients make informed decisions using 100x more efficient data than Excel files.
As a Customer Success Specialist at Embat, you will join our dynamic team of over 70 members from diverse backgrounds, working closely with Sales, Implementation, Product, and Customer Ops teams in an agile environment. Your primary focus will be on ensuring seamless customer onboarding, building long-lasting relationships, and providing exceptional support.
Key Responsibilities:
- Guide new customers through the onboarding process, ensuring effective use of our SaaS product.
- Build and maintain strong relationships with customers as their primary point of contact.
- Provide timely and effective support to resolve customer issues.
- Advocate for customers' needs and feedback within the company.
- Monitor customer health metrics and address potential issues to prevent churn.
- Identify opportunities for upselling and ensure successful renewals.
What We're Looking For:
We seek experienced professionals with 3+ years of experience in customer success, account management, or related fields in financial technology. If you are passionate about delivering exceptional customer experiences and have a knack for building strong relationships, this role is perfect for you.
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