Top Benefits
About the role
TITAN is a no-code, web-based platform within the Salesforce ecosystem for seamless form creation, data collection, and workflow automation. We are looking to hire Customer Success Managers to join our growing Customer Success team in North America.
As a Customer Success Manager, you'll manage client onboarding, expansions, and renewals while leveraging technical expertise with a strategic business mindset to build strong customer relationships and identify growth opportunities. Join our innovative CS team to drive success and collaborate with Sales, Product, Solutions, and Support teams.
Requirements:
-
2-4 years of proven experience as a Customer Success Manager or Technical Account Manager in a SaaS company (must).
-
Excellent verbal and written communication skills with strong customer-facing abilities, including a willingness to meet clients onsite and lead business discussions.
-
Experience in identifying upsell/cross-sell opportunities and working closely with Sales.
-
Hands-on experience with onboarding and implementation processes of Salesforce or other CRMs - a must.
-
A can-do approach with strong problem-solving skills and the ability to work under pressure.
-
Fluent in English; additional languages are a plus.
-
Ability to work remotely across EST/PST time zones.
-
Bachelor’s degree in Computer Science, Industrial Engineering, Business or equivalent experience.
Responsibilities:
-
Serve as the primary point of contact for assigned customers, ensuring seamless onboarding, training, and adoption.
-
Lead discovery meetings with key users and stakeholders from customers and partners to position Titan as a core system and focus on maximizing its value.
-
Build strong relationships with key stakeholders to drive engagement and long-term success.
-
Identify upsell and expansion opportunities by aligning product capabilities with customer needs.
-
Analyze customer usage data to proactively address risks and drive retention strategies.
-
Conduct regular business reviews and proactively address issues to drive customer satisfaction and retention.
Why Join TITAN?:
-
Work with a dynamic and innovative team in a fast-growing SaaS startup
-
Collaborate with industry-leading clients and gain exposure to cutting-edge technologies
-
Enjoy the flexibility of remote work and a healthy work-life balance
-
Competitive compensation package and opportunities for professional growth and development
Diversity Policy:
At TITAN, we embrace diversity as a source of innovation and strength. We’re dedicated to creating an inclusive environment where everyone’s unique perspectives are valued and celebrated.
About Titan
Titan is an award-winning wealth management firm reimagining how ambitious, high-earning professionals manage and experience their wealth. Headquartered in New York City's Greenwich Village, we're building the Wall Street firm of the future.
We exist for those who push boundaries, redefine success, and drive society forward. While our members are center stage, reshaping industries and creating the future, we're their wealth team behind the scenes, obsessing over their financial wellbeing – so they don't have to.
By combining comprehensive wealth management with unique member benefits, our members have described us as the Amex of Wealth Management.
The vision? To build the last wealth platform this generation will ever need.
We're selective with who we choose to bring onto the team. If you're not just dreaming of the future, but actively creating it, you belong with us. We'd love to meet you.
Disclosures: Titan Global Capital Management USA LLC ("Titan") is an SEC-registered investment adviser. Brokerage services are provided to Titan Advisory Clients (“Clients”) by Titan Global Technologies LLC and Apex Clearing Corporation, both SEC-registered broker-dealers.
The description of Titan as ‘the Amex of Wealth Management’ is an opinion expressed independently by clients in September 2024, referring to our membership benefits. The clients were not paid by Titan. The statement does not imply any official endorsement or affiliation, nor is it representative of all client opinions. All statements are for informational purposes only.
All investing involves risk. Not investing advice, no guarantee of future results. See disclosures at titan.com/disclosures.
Top Benefits
About the role
TITAN is a no-code, web-based platform within the Salesforce ecosystem for seamless form creation, data collection, and workflow automation. We are looking to hire Customer Success Managers to join our growing Customer Success team in North America.
As a Customer Success Manager, you'll manage client onboarding, expansions, and renewals while leveraging technical expertise with a strategic business mindset to build strong customer relationships and identify growth opportunities. Join our innovative CS team to drive success and collaborate with Sales, Product, Solutions, and Support teams.
Requirements:
-
2-4 years of proven experience as a Customer Success Manager or Technical Account Manager in a SaaS company (must).
-
Excellent verbal and written communication skills with strong customer-facing abilities, including a willingness to meet clients onsite and lead business discussions.
-
Experience in identifying upsell/cross-sell opportunities and working closely with Sales.
-
Hands-on experience with onboarding and implementation processes of Salesforce or other CRMs - a must.
-
A can-do approach with strong problem-solving skills and the ability to work under pressure.
-
Fluent in English; additional languages are a plus.
-
Ability to work remotely across EST/PST time zones.
-
Bachelor’s degree in Computer Science, Industrial Engineering, Business or equivalent experience.
Responsibilities:
-
Serve as the primary point of contact for assigned customers, ensuring seamless onboarding, training, and adoption.
-
Lead discovery meetings with key users and stakeholders from customers and partners to position Titan as a core system and focus on maximizing its value.
-
Build strong relationships with key stakeholders to drive engagement and long-term success.
-
Identify upsell and expansion opportunities by aligning product capabilities with customer needs.
-
Analyze customer usage data to proactively address risks and drive retention strategies.
-
Conduct regular business reviews and proactively address issues to drive customer satisfaction and retention.
Why Join TITAN?:
-
Work with a dynamic and innovative team in a fast-growing SaaS startup
-
Collaborate with industry-leading clients and gain exposure to cutting-edge technologies
-
Enjoy the flexibility of remote work and a healthy work-life balance
-
Competitive compensation package and opportunities for professional growth and development
Diversity Policy:
At TITAN, we embrace diversity as a source of innovation and strength. We’re dedicated to creating an inclusive environment where everyone’s unique perspectives are valued and celebrated.
About Titan
Titan is an award-winning wealth management firm reimagining how ambitious, high-earning professionals manage and experience their wealth. Headquartered in New York City's Greenwich Village, we're building the Wall Street firm of the future.
We exist for those who push boundaries, redefine success, and drive society forward. While our members are center stage, reshaping industries and creating the future, we're their wealth team behind the scenes, obsessing over their financial wellbeing – so they don't have to.
By combining comprehensive wealth management with unique member benefits, our members have described us as the Amex of Wealth Management.
The vision? To build the last wealth platform this generation will ever need.
We're selective with who we choose to bring onto the team. If you're not just dreaming of the future, but actively creating it, you belong with us. We'd love to meet you.
Disclosures: Titan Global Capital Management USA LLC ("Titan") is an SEC-registered investment adviser. Brokerage services are provided to Titan Advisory Clients (“Clients”) by Titan Global Technologies LLC and Apex Clearing Corporation, both SEC-registered broker-dealers.
The description of Titan as ‘the Amex of Wealth Management’ is an opinion expressed independently by clients in September 2024, referring to our membership benefits. The clients were not paid by Titan. The statement does not imply any official endorsement or affiliation, nor is it representative of all client opinions. All statements are for informational purposes only.
All investing involves risk. Not investing advice, no guarantee of future results. See disclosures at titan.com/disclosures.