Customer Success Manager



Customer Service · Full-time
Utah, USA · Remote
Posted on Monday, December 12, 2022

Our Mission and Product

For every year since it’s been in existence, the American Psychology Association has ranked money as the #1 stress factor in our lives.  And the next generation of consumers is dealing with even more financial complexity than their predecessors.

Elements is a venture-backed startup with a mission to reduce people's anxiety about their financial wellness, so they can live their present lives to the fullest.

We're starting by building a cutting-edge fintech platform (B2B Saas) designed to help wealth managers provide a more valuable experience for their generation XYZ clients.

Job Description

We are seeking a highly organized and customer-focused individual to join our team as a Customer Success Manager. In this role, you will be responsible for ensuring our customers receive the highest level of support and satisfaction with our software.


  • Manage a portfolio of customers and act as their primary point of contact for any questions or concerns
  • Provide assistance with software renewals and handle any billing issues
  • Train customers on how to use the Elements software, including providing one-on-one training and creating training materials
  • Handle technical support inquiries and troubleshoot any issues that arise
  • Work closely with the product team to provide feedback on customer needs and requests for new features
  • Monitor customer satisfaction levels and implement strategies to improve retention and customer loyalty

Need to Have

  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers
  • Ability to work independently and manage multiple tasks and priorities effectively

Nice to Have

  • Experience in a customer support or success role
  • Experience with and interest in the financial advise industry
  • Strong technical skills and experience with software support