The Customer Success Manager is responsible for proactively and prescriptively driving customer post sale activities to ensure customers receive maximum value from their purchases. This role orchestrates an organization’s capability to deliver an appropriate and integrated customer experience and executes programs to drive adoption and positive business outcomes, ensuring retention, creating the conditions for expansion, and enabling customer loyalty. The Customer Success Manager leverages account intelligence to drive best practices throughout the customer lifecycle.
Roles/Responsibilities:
- Drive customer adoption and success within the existing install base (can be within a defined geographic region and/or set of customers)
- Understand a customer’s overall use of the organization’s products, services, education, and support services
- Capture a customer’s business priorities, overall technology landscape, and organization to drive positive business outcomes through joint customer success plans
- Establish strong relationships with decision-makers, influencers, and key stakeholders within assigned accounts, engaging them with the right programs and people in the organization
- Act as an internal advocate between customers and business functions (e.g., customer support, professional services, education) to ensure the appropriate resources are engaged to address specific obstacles impeding product/service adoption
- Provide proactive onboarding support to ensure a positive customer experience and expedite time to first value with a new product or solution
- Identify customer case studies and recruit potential advocates to serve as references, and facilitate introductions to the appropriate program team
- Leverage customer health data to identify expansion opportunities, churn risks, and impacts on outcomes achievement and value realization
- Drive renewal readiness efforts and align account teams by documenting licensed technology; executive sponsors, champions, and/or retention group members; outcomes achievement; usage status; and adoption
- Forecast renewals, identify risk, and maintain a strong customer renewal rate in partnership with the account team
- Understand and document the adoption and relevance of all licensed products or services for assigned accounts through customer success platforms and/or sales account management software; ensure internal stakeholders are aware of any limitations to adoption or risks to renewal
- Coordinate adoption-enhancing activities to mitigate any identified risk
- Build and maintain strong working relationships with colleagues in sales, customer marketing, services, support, operations, product development, and product marketing to cultivate cooperation in customer activities
Education:
- Bachelor’s degree or equivalent is required
Background/Experience:
- 3+ years of experience in customer success, account management, sales, service/support, or a related area in the same industry or a similar/adjacent industry
- Must be able to communicate effectively in both English and Spanish.
- Experience in managing a book of customer relationships with proven ability to drive alignment within customer environments at executive and functional levels
- Management and achievement of retention, growth, and profitability goals
- Experience in driving customers toward achievement of desired business outcomes
- Experience in building collaborative relationships internally across sales, marketing, product, and support to facilitate a seamless customer experience
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