JobsCustomer Success ManagerUnited StatesCustomer Success Manager

Sync Brokerage

Posted on 30 Sep

Customer Success Manager

Sync Brokerage · United States

Full-timeOn site2-5 yrsListed as no visa sponsorship
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In short

The Customer Success Manager will nurture client relationships and act as the primary point of contact for inquiries and feedback. They will also collaborate with internal teams to deliver tailored solutions and identify opportunities for upselling services.

What they're looking for

MUST-HAVE SKILLS

Customer SuccessAccount ManagementCommunicationInterpersonal SkillsProblem-solvingClient Relationship ManagementCRM SystemsUpselling

ALSO MENTIONED

Customer SuccessAccount ManagementClient RelationsCRMUpsellingOnboardingBusiness ReviewsPerformance MetricsFinancial ServicesClient Satisfaction

Candidates must have proven experience in customer success or account management along with excellent communication and problem-solving skills. Familiarity with CRM systems and customer success software is highly preferred.

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Questions about this role

Is this Sync Brokerage role remote?
Tagged on site.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 2-5 years.

The posting, in full

We are seeking a dedicated professional to join our team, focusing on nurturing client relationships and ensuring their success with our services. This position is vital for driving customer satisfaction and loyalty as well as achieving our business objectives. Develop and maintain strong relationships with clients to understand their needs and ensure satisfaction.

▶ READ THE FULL POSTING

Overview

We are seeking a dedicated professional to join our team, focusing on nurturing client relationships and ensuring their success with our services. This position is vital for driving customer satisfaction and loyalty as well as achieving our business objectives.

Key Responsibilities

  • Develop and maintain strong relationships with clients to understand their needs and ensure satisfaction.
  • Act as the primary point of contact for client inquiries, concerns, and feedback.
  • Collaborate with internal teams to deliver tailored solutions that meet client objectives.
  • Monitor client performance metrics and provide insights to drive continuous improvement.
  • Conduct regular check-ins and business reviews with clients to discuss progress and address any issues.
  • Assist with onboarding new clients and facilitating their integration into our services.
  • Identify opportunities for upselling additional services and solutions to existing clients.

Requirements

  • Proven experience in customer success, account management, or a related field.
  • Excellent communication and interpersonal skills.
  • Strong problem-solving abilities and a proactive approach to client management.
  • Ability to work collaboratively in a team-oriented environment.
  • Familiarity with customer success software and metrics is a plus.

Nice to have

  • Experience in the financial services industry.
  • Knowledge of CRM systems and tools.
  • Fluency in additional languages.

Salary: 35 - 65 USD Per hour

APPLY ON SYNC BROKERAGE'S CAREERS SITE ↗
SAVE THIS JOB

We'll keep this job - the posting's full text, even after it closes. Free.

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This listing comes from Sync Brokerage's own careers site. Apply links go to the employer. Last checked 6 Nov 2026.