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Customer Success Manager (REMOTE)Aztec Software, LLCSaint Paul, Illinois, United States

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XX

Customer Success Manager (REMOTE)

Aztec Software, LLC
  • US
    Saint Paul, Illinois, United States
  • US
    Saint Paul, Illinois, United States

Über

iGrad, a division of Aztec Software, is an award-winning financial literacy platform provider that empowers students, employees, and individuals to make informed financial decisions and achieve their financial goals. Through the iGrad and Enrich product lines, iGrad has helped millions of people improve their financial well-being through its engaging and interactive courses, personalized coaching, and comprehensive resources.
Job Summary We’re seeking an experienced Customer Success Manager (CSM) to serve as the primary strategic partner for our enterprise‑level clients. In this role, you will build deep customer relationships, drive value realization, and ensure long‑term retention and growth. You’ll act as a trusted advisor, advocate for customer needs, and collaborate cross‑functionally to deliver exceptional customer experiences.
RESPONSIBILITIES Client Relationship Management
Build and maintain strong, long‑lasting relationships with enterprise customers
Serve as the main point of contact, providing proactive and responsive support
Conduct regular check‑ins and strategic business reviews to align on goals
Value Realization & Success Planning
Understand customer business objectives and map them to our solutions
Develop tailored success plans and ensure timely delivery of milestones
Monitor customer health metrics and proactively mitigate risks
Retention & Growth
Drive product adoption and usage to maximize retention
Identify upsell, cross‑sell, and expansion opportunities in partnership with Sales
Lead renewal discussions and support revenue targets
Customer Advocacy
Represent the voice of the customer internally
Provide actionable feedback to Product, Marketing, and Support teams
Collaboration & Enablement
Partner with Sales, Support, and Product to deliver a seamless customer journey
Educate customers on best practices, new features, and available resources
Lead onboarding and training sessions to ensure customer success
Requirements
5+ years in Customer Success, Account Management, or a related role
Required experience managing enterprise‑level customers
Experience in SaaS, technology, or B2B services strongly preferred
Excellent interpersonal and communication skills
Strong problem‑solving abilities and a proactive mindset
Ability to manage multiple accounts and prioritize effectively
Proficiency with CRM tools (e.g., Salesforce) and customer success platforms (e.g., Gainsight)
Bachelor’s degree in Business, Marketing, or a related field
Advanced degrees or relevant certifications are a plus
What We Offer
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Job Type: Full Time
Work Location: Remote
Equal Opportunity Employer
Azte/iGrad is a proud equal opportunity employer.
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  • Saint Paul, Illinois, United States

Sprachkenntnisse

  • English
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