Client Success Manager

Your Money Line Powered By Pete The Planner®Indianapolis, IN
469d$70,000 - $70,000

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About The Position

The Client Success Manager at Your Money Line is a pivotal role focused on enhancing financial wellness outcomes for clients throughout their relationship with the company. This position is responsible for ensuring customer satisfaction, retention, and upselling services, while collaborating cross-functionally to deliver an exceptional client experience. The ideal candidate will possess strong communication and project management skills, and will act as the main point of contact for assigned clients, fostering engagement and value from the Your Money Line platform.

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