Level II Client Success Manager

T
Transact CampusSoftware/Technology
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details

Languages
English
Experience
4-8 years
Required Skills
SalesforceCommunication SkillsMicrosoft ExcelMentoringPresentation skillsWritten communicationAdaptabilityRelationship buildingProblem-solving skillsCritical thinkingAccount ManagementTeamworkResearchClient relationship managementRelationship managementCustomer supportChange ManagementCustomer Success

Requirements

  • Bachelor's degree from a 4-year accredited college or university.
  • 4-6 years in Account Management and/or 5-8 years in Relationship Management, Customer Success or Strategist role.
  • Skilled at building lasting relationships with customers and providing superior value and follow up.
  • Excellent presentation, written and oral communication skills.
  • Adaptable to frequent change.
  • Strong technical aptitude.
  • Ability to learn quickly, multi-task, and handle complex matters with no supervision and with excellent communication.
  • Intermediate/advanced knowledge in Word, Excel, Power Point and Outlook.
  • Working knowledge of SalesForce.com or similar CRM system.

Responsibilities

  • Generate seamless handoffs between sales and implementation teams.
  • Define strategy, key metrics, and milestones via Client Success Plans.
  • Identify key buyers, influencers, and decision-makers.
  • Develop adoption rollout strategy and lead change management initiatives.
  • Proactively address client challenges preventing goal achievement.
  • Identify process improvement opportunities and conduct optimization sessions.
  • Create and deliver Business Reviews to share quantitative value.
  • Educate clients on market, business, and product lenses.
  • Address red-flag accounts and re-engage customers.
  • Partner with Technical Support on client issues.
  • Serve as Voice of the Customer to internal product development teams.
  • Communicate system upgrades and new features to customers.
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