Customer Success Manager (REMOTE)

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 ManagementBuild and maintain strong, long‐lasting relationships with enterprise customersServe as the main point of contact, providing proactive and responsive supportConduct regular check‐ins and strategic business reviews to align on goalsValue Realization & Success PlanningUnderstand customer business objectives and map them to our solutionsDevelop tailored success plans and ensure timely delivery of milestonesMonitor customer health metrics and proactively mitigate risksRetention & GrowthDrive product adoption and usage to maximize retentionIdentify upsell, cross‐sell, and expansion opportunities in partnership with SalesLead renewal discussions and support revenue targetsCustomer AdvocacyRepresent the voice of the customer internallyProvide actionable feedback to Product, Marketing, and Support teamsCollaboration & EnablementPartner with Sales, Support, and Product to deliver a seamless customer journeyEducate customers on best practices, new features, and available resourcesLead onboarding and training sessions to ensure customer successRequirements5+ years in Customer Success, Account Management, or a related roleRequired experience managing enterprise‐level customersExperience in SaaS, technology, or B2B services strongly preferredExcellent interpersonal and communication skillsStrong problem‐solving abilities and a proactive mindsetAbility to manage multiple accounts and prioritize effectivelyProficiency with CRM tools (e.g., Salesforce) and customer success platforms (e.g., Gainsight)Bachelor's degree in Business, Marketing, or a related fieldAdvanced degrees or relevant certifications are a plusWhat We Offer401(k)Dental insuranceHealth insuranceLife insurancePaid time offVision insuranceJob Type: Full TimeWork Location: RemoteEqual Opportunity EmployerAzte/iGrad is a proud equal opportunity employer.#J-18808-Ljbffr