Note: The job is a remote job and is open to candidates in USA. Improvifi is a fast-growing fintech SaaS company transforming how home improvement contractors offer financing to their customers. The Account Manager CSM focuses on ongoing client engagement, performance, and retention, ensuring that clients stay active and continuously improve their results.
Responsibilities
- Execute structured client touchpoints with at least 80% adherence
- Conduct follow-ups within 3–5 business days after training completion
- Monitor client activity, loan volume, and engagement trends
- Identify at-risk clients and proactively intervene
- Provide ongoing support, resources, and performance guidance
- Ensure all client interactions, updates, and notes are documented within 1 business day
- Build long-term relationships and encourage referrals and continued growth
Skills
- Relationship-driven with strong interpersonal skills
- Proactive and solution-oriented mindset
- Strong time management and organization
- Ability to manage multiple accounts and priorities effectively
Company Overview