Be the voice of the customer and navigate internal processes with stakeholders from various teams.
Provide support to associations, granting users access to Enumerate Central and triaging issues as they arise
Act as a liaison between clients and internal teams, working with the client to gather the information and documentation needed by internal teams to set up bank accounts and complete reconciliations
Assist with challenging customer requests or issue escalations as needed.
Answer customer questions in a timely and accurate manner via phone or Zendesk ticketing system.
Assess customer needs and communicate feedback to peers and leadership
Collaborate with cross-functional teams to resolve customer requests in a timely and effective manner
Track key performance indicators related to client relationships, such as customer satisfaction, retention rates, and revenue growth
Maintain a strong understanding of customer needs and a commitment to delivering exceptional customer service

2+ years of experience in Customer Success or Account Management
Strong customer service and project management skills
Ability to organize a daily workload by priorities and to meet deadlines in a fast-paced quickly changing environment.
Prior experience using Asana or other project management tools is a plus
A background in accounting, bookkeeping or community association management is a plus

Relationship Manager

Key skills