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Phocas Software

Phocas has thousands of customers across North America, the UK, Europe and Australia. We're experts in helping manufacturing, distribution and retail customers turn their company data into results. From easy-to-read dashboards, to the renowned lightning-fast grid, everything about Phocas is designed for ease-of-use. Phocas allows you to drill from high level dashboards right down into the underlying transactions. It’s not just turning data into pretty pictures, it's about seeing the data that makes your business tick. Phocas is loved by users. We have a marvelous 98% customer retention rate. Phocas ranks #1 in G2 Crowd. #1 in CrowdReviews. And #1 BARC BI survey. Phocas lists in Deloitte's Fast 50. Learn more about Phocas and our offerings

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Jobs at this company:

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🔥 Customer Success Consultant - Major Accounts
Posted about 1 month ago

📍 United States

💸 85000.0 - 100000.0 USD per year

🔍 SaaS/IT

  • 3+ years’ prior experience managing Major Accounts in Customer Success or Account Management roles, ideally within the SaaS/IT industry
  • Proven ability to build and maintain relationships with C-suite and senior stakeholders, driving long-term business growth
  • Proven track record of meeting or exceeding retention goals / customer satisfaction metrics
  • Experience with Phocas or FP&A related products – other BI, CRM, ERP software products
  • Familiarity with financial processes is highly desirable, but not essential
  • Excellent presentation, training and communication skills
  • Previous experience within a Customer Success role within SaaS
  • Proactively drive activities that increase brand awareness, product presence and user adoption.
  • Provide exceptional service and support, and ensure the customer is gaining value from their investment through coaching, advice and training
  • Guiding clients through onboarding, issue resolution, and adoption phases with your fantastic communication and training abilities
  • Identify new business opportunities within the account for revenue growth
  • Collaborate with global colleagues to continuously improve products, internal processes and documentation as they relate to customer success

SQLBusiness IntelligenceFinancial ManagementCommunication SkillsPresentation skillsRelationship buildingAccount ManagementTrainingCross-functional collaborationData visualizationStakeholder managementCRMFinancial analysisCustomer SuccessSaaS

Posted about 1 month ago
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🔥 Sales Account Executive (SaaS - Mid-Market - Expansion)
Posted 4 months ago

📍 United Kingdom

🔍 SaaS, Business Intelligence, Analytics, Accounting Technology, ERP Solutions

  • Degree qualified or relevant work experience.
  • 3+ years previous quota-carrying sales experience, ideally with software-based solutions in a B2B environment.
  • Experience with CRM systems such as Salesforce or HubSpot.
  • Strong listening skills and ability to apply new learnings.
  • Willingness to learn tools for lead generation.
  • Ability to travel 15-25% of the time (domestic & international).
  • Experience in business intelligence, accounting technology, and/or ERP solutions.
  • Prior sales methodology training (e.g., SPIN, Challenger, MEDDIC) is highly desired.
  • Proactively engage existing customers through various channels to identify opportunities for upselling and cross-selling.
  • Analyze customer accounts, evaluate pain points, and propose Phocas solutions to address their needs.
  • Articulate Phocas’ solutions' value, prepare and deliver customized demos, and achieve monthly sales quotas.
  • Accurately forecast sales activity and revenue achievement.
  • Stay informed about industry segments and developments, and attend trade shows to showcase products.

Business DevelopmentBusiness IntelligenceData AnalysisSalesforceGoCommunication SkillsAnalytical SkillsCollaborationProblem SolvingNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communication

Posted 4 months ago
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