Level II Client Success Manager
Company:Transact Campus
Location:United States
Languages:English
Seniority level:Middle, 4-8 years
Experience:4-8 years
Skills:
SalesforceMicrosoft ExcelCommunication SkillsMentoringPresentation skillsWritten communicationChange ManagementCustomer SuccessAdaptabilityRelationship buildingProblem-solving skillsCritical thinkingAccount ManagementTeamworkResearchClient relationship managementRelationship managementCustomer support
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.
