Customer Success Consultant

Posted 9 days agoViewed

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💎 Seniority level: Middle, 3+ years

📍 Location: CA, NV, NC, FL, AL, DC, MA, MI, MN, MT, NE, NY, OK, OR, SC, TX, WA, WV, GA

💸 Salary: 85000.0 - 100000.0 USD per year

🔍 Industry: SaaS/IT/Fintech

🏢 Company: Phocas Software

🗣️ Languages: English

⏳ Experience: 3+ years

🪄 Skills: Communication SkillsCustomer serviceRESTful APIsAccountingPresentation skillsInterpersonal skillsExcellent communication skillsAccount ManagementTrainingClient relationship managementRelationship managementCRMFinancial analysisFinanceCustomer supportCustomer SuccessSaaS

Requirements:

Minimum 3 years’ prior experience working in Customer Success or Account Management roles, ideally within the SaaS/IT/Fintech industry
Proven track record of meeting or exceeding retention goals / customer satisfaction metrics
Experience with a similar product base - ideally FP&A related products, BI, CRM, or ERP software products
A love of working with customers and developing long-term value
Previous experience within a Customer Success role within SaaS
Excellent presentation, training and communication skills
Experience with managing strategic accounts & building trust relationship with C-suite
Ideally, a good working knowledge of ERP
Solid understanding of business needs and customer focus with a dedication to customer experience

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

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