Helu.io

Customer Success Manager

• Manage customers throughout the entire customer journey—from onboarding to long-term retention
• Identify and execute growth opportunities among existing customers through upselling and cross-selling
• Analyze usage behavior and customer feedback to identify and reduce churn risks at an early stage
• Develop processes and strategies to make Customer Success scalable
• Serve as the key liaison between customers, Implementation, Product, and Sales
• Proactively bring customer feedback into the organization

Business Development Rep

• Identify and reach out to potential new customers
• Conduct initial outreach by phone, email, and digital channels to decision-makers in the finance sector
• Qualify leads and schedule meetings for the Sales team
• Document and maintain activity records in HubSpot
• Work closely with Marketing and Sales

Customer Success Manager

Business Development Intern