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- Proactively manage a portfolio of Enterprise clients for the full delivery lifecycle - from post-sale to program completion and non-program related workstreams
- Key point of contact for all program and delivery related questions for program sponsors across client organizations
- Develop and build strong relationships with key client stakeholders
- Partner with Sales to support the broader account growth strategy through program delivery
- Bring together internal EZRA stakeholders to support on client needs, such as Solutions Leads, Coaching Services, Tech and Product, Finance etc.
- Be the voice of the customer and provide feedback to internal teams to improve EZRA's product and delivery
- Work in collaboration with Sales and rest of the account team to understand each clients' needs and priorities to optimize the reporting provided
- Align monthly reporting to show client progress towards achieving objectives, sharing successes and/or raising concerns to the account team to determine next steps
- Regularly align with Sales and the rest of the account team on approach to reporting calls to ensure client needs are met and Sales are able to build towards the next opportunity
- Generate coach and data insights, collaborating with EZRA's Solution Lead team as appropriate
- Tracking of client stakeholder utilization of the EZRA Reporting Portal to support clients' engagement with the portal
- Partner with Sales to build regular Business Review presentations to support the overall account growth strategy
- Ensure clear revenue activation plans for clients with prepay balances, working with the account team and beyond to put plans in place where needed
- Contribute to the regional team's revenue recognition targets
- Ensure data hygiene related to revenue forecasting activities
- Daily use of project management tool to ensure accurate and timely implementation of all programs
- Build out of online intake form data capturing mandatory data ahead of launch
- Coordinate billing instructions for finance to execute invoices
- Keep accurate tracking of where clients' spend is against prepay balances
- 3+ years of Customer Success or related corporate experience
- Experienced project manager with proven experience in a customer success role
- Willingness to work in a fast-paced start-up environment and comfort around operating with an element of ambiguity
- Critical thinking skills: ability to problem solve independently and quickly
- Confident, accurate and clear communicator
- Self-starter able to operate in a high pressure, deadline driven, virtual environment
- Ability to influence others without direct authority and, at times, challenge the status quo
- Proficiency in MS Office Suite
- Knowledgeable of marketing/sales messaging principles
- Passionate about clients and participants needs
- Your own world class coach
- Friends and family coaching
- 2 weeks work from anywhere
- Charity days
- Learning and Development Budget
- Weekly wellbeing hour
- Flexible working hours
- Proactively manage a portfolio of Enterprise clients for the full delivery lifecycle - from post-sale to program completion and non-program related workstreams
- Key point of contact for all program and delivery related questions for program sponsors across client organizations
- Develop and build strong relationships with key client stakeholders
- Partner with Sales to support the broader account growth strategy through program delivery
- Bring together internal EZRA stakeholders to support on client needs, such as Solutions Leads, Coaching Services, Tech and Product, Finance etc.
- Be the voice of the customer and provide feedback to internal teams to improve EZRA's product and delivery
- Work in collaboration with Sales and rest of the account team to understand each clients' needs and priorities to optimize the reporting provided
- Align monthly reporting to show client progress towards achieving objectives, sharing successes and/or raising concerns to the account team to determine next steps
- Regularly align with Sales and the rest of the account team on approach to reporting calls to ensure client needs are met and Sales are able to build towards the next opportunity
- Generate coach and data insights, collaborating with EZRA's Solution Lead team as appropriate
- Tracking of client stakeholder utilization of the EZRA Reporting Portal to support clients' engagement with the portal
- Partner with Sales to build regular Business Review presentations to support the overall account growth strategy
- Ensure clear revenue activation plans for clients with prepay balances, working with the account team and beyond to put plans in place where needed
- Contribute to the regional team's revenue recognition targets
- Ensure data hygiene related to revenue forecasting activities
- Daily use of project management tool to ensure accurate and timely implementation of all programs
- Build out of online intake form data capturing mandatory data ahead of launch
- Coordinate billing instructions for finance to execute invoices
- Keep accurate tracking of where clients' spend is against prepay balances
- 3+ years of Customer Success or related corporate experience
- Experienced project manager with proven experience in a customer success role
- Willingness to work in a fast-paced start-up environment and comfort around operating with an element of ambiguity
- Critical thinking skills: ability to problem solve independently and quickly
- Confident, accurate and clear communicator
- Self-starter able to operate in a high pressure, deadline driven, virtual environment
- Ability to influence others without direct authority and, at times, challenge the status quo
- Proficiency in MS Office Suite
- Knowledgeable of marketing/sales messaging principles
- Passionate about clients and participants needs
- Your own world class coach
- Friends and family coaching
- 2 weeks work from anywhere
- Charity days
- Learning and Development Budget
- Weekly wellbeing hour
- Flexible working hours