Junior Customer Success Manager

Junior Customer Success Manager Job Description Template

Our company is looking for a Junior Customer Success Manager to join our team.


  • Setting up new users and ensuring consistent data collection;
  • Handling inbound queries and requests from our tier three client base;
  • Providing training and web demo’s to our tier three client base ad hoc requests to support the sales organization;
  • Process contracts and make sure data in the CRM system is reflected accurately;
  • Logging client interactions including analyst calls;
  • Managing inbound client tech requests.


  • 2+ years of internship or working experience in finance or sales related field;
  • Experience with financial professionals or subscription-based services a plus;
  • Bachelor’s degree, preferably in business or related field;
  • A self starter who is diligent, organized, and detail-oriented;
  • Technologically savvy, Salesforce.com experience is preferred;
  • Strong written and verbal communication skills.