Manage and inspire a team of Customer Success Managers to deliver outstanding client support, focusing on retention, adoption, and growth. Oversee high-touch engagement for key accounts and scaled support for broader outreach, ensuring customers achieve optimal value from products while fostering loyalty and advocacy.

The Customer Support Specialist will manage relationships with customers, ensuring they gain maximum value from the Excel-based financial reporting tool. Responsibilities include onboarding new customers, providing expert guidance, monitoring customer health, identifying upsell opportunities, and collaborating with other teams to address customer needs.