Customer Success Manager

Ontra is seeking a Customer Success Manager to join its growing Customer Success team. This position requires occasional travel to meet with customers and attend industry events on a quarterly basis. Reporting to our Manager, Customer Success, you will be responsible for promoting the adoption of our innovative SaaS solutions, Insight and Atlas, with our customers in the financial services industry. You will advocate for our customers to ensure they can achieve positive business outcomes throughout their partnership with Ontra. Develop deep relationships with stakeholders across Ontra’s customers, becoming an expert on your customers' businesses and seeking to meet their needs proactively. Develop, communicate, and execute adoption plans; consult the customer to meet individual needs and timelines, mitigate potential risks, and ensure they are deriving value from our products. Perform strategic business reviews and develop joint success plans with customers to align on measurable objectives and outcomes; Identify churn risk and work to eliminate that risk actively; Identify and nurture up-sell and cross-sell opportunities. Function as the voice of the customer and provide internal feedback on how Ontra can better serve our customers. Demonstrate strong project management skills, attention to detail, and a consultative approach to navigating multiple senior client stakeholders and evaluating complex trade-offs.