Top Hybrid Customer Success Jobs in Charlotte, NC

The Wealth Client Relationship Manager is responsible for managing relationships with high-net worth clients, supporting Wealth Management Advisors in delivering client service, and implementing financial plans. The role includes identifying client needs, coordinating asset consolidation, guiding clients through the sales cycle, and managing outreach and marketing efforts.

The Senior Customer Success Manager at Q2 is responsible for managing relationships with a portfolio of global financial institutions. This role involves understanding customer business goals, aligning Q2 solutions, providing insights for improvements, leading client discovery calls, and ensuring delivery of meaningful outcomes. Building lifelong customer relationships and fostering advocacy for Q2 products are key responsibilities.

The Customer Success Manager will manage enterprise customer relationships, ensuring successful account adoption, renewal, and upsell. Responsibilities include driving milestones, improving customer experience, facilitating onboarding, and managing multiple projects while interfacing with internal and external executives.