Location: Remote (must be able to work EST hours 9am-5pm) Department: Customer Success Reports To: VP of Business & Client Strategy To Apply:ย Send an email including a 2-3 minute video talking about your experience to [email protected]
Reporting structure:ย
The Client Success Manager role reports to the Manager,Client Successand works closely with the product, client support and onboarding teams to drive adoption, mitigate risks, and provide a world-class client experience.ย ย ย
What youโll do:ย
The Client Success Manager (CSM) is an integral part of cultivating and maintaining strong relationships with an assigned client group leading to increased retention rates, improved NPS scores, and revenue expansion opportunities. To excel in this role, weโre looking for individuals with a consultative mindset who can quickly understand our client needs, business solutions and the industry we serve. You will apply best practices and tailor solutions to each client based on their individual business goals. Youโll create long-lasting client partnerships that drive positive client outcomes and account growth.ย
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ClientCommunicationย 45%ย
Manage the account plan and client journey touchpoints of your assigned group/book of businessย
Provide proactive and consultative client support, ensuring high retention and net revenue growth within an existing client base. This is executed by garnering a deep understanding of clientsโ needs while providing consultative solutions that will add value to their business objectives.ย
Manage key client interactions with a focus on expansion opportunities within accounts and subscription renewals via phone, email, zoomย
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Project Management35%ย
Troubleshoot issues and come up with the best solutions for clientsโ inquiriesย
Relate bugs and needed fixes to web development team to handleย
Relate client feedback to team to enhance products and servicesย
Identifyclient goals and work with them to achieve these goals through the softwareย
Ensure adoption, growth opportunities, and success renewal of subscriptionย
Provide actionable client feedback to key stakeholders including, but not limited to, marketing, product development and service.ย
Efficiently manage time to prioritize essential activities leading to an exceptional client experience, ongoing renewals, and growthย
ย What prepared you for this role (qualifications):ย
At least 2 years of experience working in challenging, client facing roles such as Account Management, Consulting or Sales.Experience within the medical and SaaS industries preferredย
Superb interpersonal, verbal, and written communication skillsย
Proven track record in hitting quota and retention goalsย
Organized, detail-oriented with the ability to multi-task, prioritize and respond quicklyย
Negotiation skills as it related to renewal upsells, cross-selling, and additional product add-onsย
Highly proficient in MS Office and CRM systems. Experience with Salesforce is preferred.ย
Working knowledge of the medical industryย
Curious about technology, love working in a fast-paced start-up environment thatโs constantly changingย
Empathetic to clients and the challenges they face within their practices. BA or BS degree or equivalent work experienceย
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ย What success will look like for you in the first 90 days:ย
โ You will participate in developing aClient Success Playbookย
โ Complete Online training modules (self)ย
โ Complete Salesforce user online basic training (self)ย
โ Upon receipt, please schedule your 90-day review meeting with your directsupervisor for the beginning of your 4th month in this role.ย
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Salary and compensation
$60,000 — $90,000/year
How do you apply?
Please send your resume to [email protected] and include answers to the following questions:
๐ Describe a specific automation or workflow you implemented in ChurnZero (or a similar CS platform) to improve customer engagement or retention.
What was the problem? What automation did you create? What impact did it have?
๐ If customer churn increases by 10% in a quarter, how would you investigate the cause and take action?
What data would you analyze? What steps would you take to reduce churn?
๐ How have you used Salesforce to track and manage customer expansion or upsell opportunities?
What specific fields, reports, or workflows did you set up?
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