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FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

Once you’ve got all the data you need, you’ll also need to perform KYC (know your customer) verification to achieve regulatory compliance. The customer understands the importance of KYC and is ready to proceed. You can also provide on-demand educational resources and tutorials to help users troubleshoot.

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Thanks to Capacity, ChurnZero, Justworks, Strike Graph, and Vouris for Sponsoring SaaStr Annual 2023!

SaaStr

We have a rapidly growing customer base across several verticals, particularly financial services, HR, healthcare, and education. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

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Achieving Compliance Success with Digital Playbooks: A Game-Changing Approach to Customer Success

SmartKarrot

In the world of customer success, achieving compliance is a critical goal for businesses across industries. Compliance ensures that organizations adhere to legal regulations and industry standards, protecting both themselves and their customers. That’s where digital playbooks come into play.

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Nov 22 – Customer Success Jobs 

SmartKarrot

Role: Director, Customer Success Location: Remote, United States Organization: iHeartMedia As a Director of Customer Success, you will work with the SVP, Digital Solutions and lead the efforts for operational excellence of the Account Management team. and Customer Advocacy. Apply here: [link].

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Nov 14 – Customer Success Jobs 

SmartKarrot

Role: Director of Customer Success Location: Cambridge, MA, United States (On-site) Organization: Volta Labs, Inc. Establish both leading and lagging KPIs to enhance customer advocacy. Remain on top of customer news and new features, and use insights in every meeting to obtain growth. Apply here: [link].

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Oct 13 – Customer Success Jobs

SmartKarrot

Role: Director, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Bakkt As a Director of Customer Success, you will collaborate with Product, Marketing, and Legal and Compliance to develop materials and resources to set new customers up for success and drive adoption and engagement in product.

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Nov 29 – Customer Success Jobs

SmartKarrot

Role: Head of Customer Success Location: New York, NY, US (Hybrid) Organization: Pinecone As a Head of Customer Success, you will hire, train, and manage a high-performing customer success team including pre-sales, post-sales, and professional services. calling non-responsive customers).