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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🔥 Customer Success Consultant - Major Accounts

Posted 3 days ago

📍 United States

💸 85000.0 - 100000.0 USD per year

🔍 SaaS/IT

🔧 Requirements

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 planning, accounting, or financial modeling is essential

💡 Responsibilities

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

Posted 3 days ago

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