Customer Success Manager
QuantiosUnited States
Posted September 10, 2025
Full Time
About the Company
Quantios is a global SaaS leader that empowers the Wealth, Trust, and Corporate Services industry with a 50‑year legacy of expertise. The company’s platform delivers AI‑driven automation, actionable insights, and rigorous compliance controls to more than 600 organizations worldwide. Designed specifically for Trust and Company Service Providers (TCSPs), Quantios streamlines operations across multiple jurisdictions, helping clients scale smarter while reducing costs. Its unique blend of deep industry knowledge, advanced technology, and a focus on regulatory excellence sets Quantios apart as a transformative partner in the sector.
Job Description
Quantios is a leading provider of software solutions for the trust administration and corporate services industry. We're committed to fostering a diverse and inclusive workplace where creativity, learning, and collaboration drive success.
Requirements
- Manage and own customer relationships throughout their lifecycle.
- Act as the main liaison between customers and internal teams to ensure excellent service delivery.
- Maintain accurate records of interactions, contracts, and customer data in CRM (HubSpot).
- Coordinate with support teams to resolve issues within SLA and manage escalations.
- Conduct service reviews, quarterly business reviews (QBRs), and prepare customer-facing materials.
- Monitor customer health, identify risks/opportunities, and propose solutions.
- Promote product adoption, upselling, and cross-selling opportunities.
- Support commercial activities such as renewals, license upgrades, and professional services.
- Contribute to the continuous improvement of customer success processes.
