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- Customer Relationship Management:
- Manage a portfolio of accounts, fostering long-term business relationships with customers to support their success and engagement.
- Serve as the primary contact for customers, guiding them from onboarding through renewal and beyond.
- Customer Engagement & Strategy:
- Implement proactive customer engagement strategies to drive product adoption, training, renewals, and revenue growth.
- Develop and maintain Account Plans for each customer to ensure proactive management and alignment with company goals.
- Customer Insights & Performance Indicators Monitoring:
- Track and monitor customer KPIs such as platform usage, settings, and sentiment to maintain relationship health.
- Conduct Business Reviews to share insights, set goals, consult on optimal product usage, and plan partnership development.
- Issue Resolution & Advocacy:
- Act as an escalation point to ensure timely and proactive resolution of issues.
- Identify at-risk renewals and implement tailored remediation plans.
- Serve as a customer advocate, collaborating with Sales, Product Management, Services, Support teams.
- CRM & Internal Communication:
- Maintain accurate account data, log tasks and activities, and track opportunities in the CRM system, SalesForce.
- Communicate key account information to internal stakeholders.
- Customer Education & Satisfaction:
- Lead customer webinars and other educational sessions to support ongoing product adoption and proficiency.
- Provide customers with updates and guidance on new features and product enhancements.
- Promote satisfaction and loyalty by understanding business needs and consulting to achieve their objectives.
- Experience: Proven experience in Customer Success, Account Management, or a related field, ideally within a similar industry or equivalent relevant business knowledge
- Proven experience in Customer Success or Account Management within a global SaaS or enterprise software environment, with a preference for experience handling large, strategic customers.
- Proven ability to establish and nurture relationships with stakeholders at all organizational levels, including influential individuals, managers, and business development teams.
- Demonstrated expertise in change management and driving business optimization initiatives.
- Skills: Strong analytical, problem-solving, and communication skills. Ability to translate complex client needs into actionable strategies.
- Excellent organizational skills, strong attention to detail.
- Excellent written and verbal communication skills.
- Strong analytical skills with an aptitude for translating quantitative and qualitative data into actionable plans.
- Technical Knowledge: Understanding of relevant technologies, products, or services related to the role. Familiarity with CRM and data analytics tools is a plus.
- Experience in Microsoft Suite (Outlook, Teams, Excel, Powerpoint) is preferred.
- Proficiency in SalesForce, Planhat, ZenDesk, JIRA preferred.
- Education: Bachelor’s degree in Business, Marketing, or a related field. Advanced degree or relevant certifications are a plus.
- Bachelor’s degree-Field of Study: Business Administration, Hospitality or general Bachelor’s degree and proven experience, or a commensurate combination of education and experience or relevant business knowledge
- Willing to travel based on customer and business needs.
- Customer Relationship Management:
- Manage a portfolio of accounts, fostering long-term business relationships with customers to support their success and engagement.
- Serve as the primary contact for customers, guiding them from onboarding through renewal and beyond.
- Customer Engagement & Strategy:
- Implement proactive customer engagement strategies to drive product adoption, training, renewals, and revenue growth.
- Develop and maintain Account Plans for each customer to ensure proactive management and alignment with company goals.
- Customer Insights & Performance Indicators Monitoring:
- Track and monitor customer KPIs such as platform usage, settings, and sentiment to maintain relationship health.
- Conduct Business Reviews to share insights, set goals, consult on optimal product usage, and plan partnership development.
- Issue Resolution & Advocacy:
- Act as an escalation point to ensure timely and proactive resolution of issues.
- Identify at-risk renewals and implement tailored remediation plans.
- Serve as a customer advocate, collaborating with Sales, Product Management, Services, Support teams.
- CRM & Internal Communication:
- Maintain accurate account data, log tasks and activities, and track opportunities in the CRM system, SalesForce.
- Communicate key account information to internal stakeholders.
- Customer Education & Satisfaction:
- Lead customer webinars and other educational sessions to support ongoing product adoption and proficiency.
- Provide customers with updates and guidance on new features and product enhancements.
- Promote satisfaction and loyalty by understanding business needs and consulting to achieve their objectives.
- Experience: Proven experience in Customer Success, Account Management, or a related field, ideally within a similar industry or equivalent relevant business knowledge
- Proven experience in Customer Success or Account Management within a global SaaS or enterprise software environment, with a preference for experience handling large, strategic customers.
- Proven ability to establish and nurture relationships with stakeholders at all organizational levels, including influential individuals, managers, and business development teams.
- Demonstrated expertise in change management and driving business optimization initiatives.
- Skills: Strong analytical, problem-solving, and communication skills. Ability to translate complex client needs into actionable strategies.
- Excellent organizational skills, strong attention to detail.
- Excellent written and verbal communication skills.
- Strong analytical skills with an aptitude for translating quantitative and qualitative data into actionable plans.
- Technical Knowledge: Understanding of relevant technologies, products, or services related to the role. Familiarity with CRM and data analytics tools is a plus.
- Experience in Microsoft Suite (Outlook, Teams, Excel, Powerpoint) is preferred.
- Proficiency in SalesForce, Planhat, ZenDesk, JIRA preferred.
- Education: Bachelor’s degree in Business, Marketing, or a related field. Advanced degree or relevant certifications are a plus.
- Bachelor’s degree-Field of Study: Business Administration, Hospitality or general Bachelor’s degree and proven experience, or a commensurate combination of education and experience or relevant business knowledge
- Willing to travel based on customer and business needs.