Customer Success Advisor

Job Summary

A company is looking for a Customer Success Advisor - IXI Network.

Key Responsibilities

• Provide personalized support to IXI members, including training and product recommendations
• Monitor customer metrics to ensure goals are met and identify business development opportunities
• Proactively engage with customers to prevent issues and foster loyalty

Required Qualifications

• 5+ years of experience with Enterprise level, B2B clients
• Experience with data-driven insights in the financial services/brokerage industry
• Strong organizational skills and ability to work independently
• Project management skills; PMP certification preferred
• Self-driven and proactive attitude