Total Expert

Private Company
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Open Positions5

Remote for qualifying candidates residing outside of the DallasTX or MinneapolisMN areas.Full-TimeFinancial services SaaSPosted
  • Promote Total Expert products and services to help customers achieve measurable results.
  • Understand customer technology stacks, system integrations, and dependencies.
  • Build customer relationships and recommend workflows, best practices, and strategic guidance.
  • Lead contract renewals and identify upsell and cross-sell opportunities.
  • Monitor customer sentiment and engagement to drive retention and reduce risk.
  • Track and report progress against customer success measures and business value.
  • Engage stakeholders, including executives, and lead strategic and operational business reviews.
  • Drive platform adoption, deliver training, and promote new features.
  • Represent customer needs internally and collaborate on product enhancements.
  • Maintain customer interaction records, success plans, and engagement history in the customer success platform.
Microsoft ExcelAccount ManagementCustomer Success+2 more
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