Senior Client Success Manager
New
TexasFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5+ years of experience
- Required Skills
- Project ManagementSalesforceWritten communicationAccount ManagementVerbal communication
Requirements
- 5+ years of experience in sales, client service, or account management
- Proficient in utilizing applications and systems like SFDC, KPI, and BI Portal
- Strong knowledge of enterprise product line related to business unit solutions
- Excellent written and verbal communication skills with a focus on high-level documentation
- Ability to understand and engage with various personas, including CFO, CPO, CCO, and CMO
- Bachelor’s degree required; Master’s degree and certifications preferred
- 3-5 years of project management experience are desirable
Responsibilities
- Serve as the single post-sales support contact for customers, facilitating value and impact discussions
- Coordinate effectively with internal teams including Delivery, Onboarding, Implementation, and Customer Service
- Conduct Customer Value Touchpoints to document use cases and key performance indicators
- Identify and facilitate customer training needs for a diverse portfolio of clients
- Ensure delivery of products/services meets or exceeds defined SLAs and KPIs
- Provide additional support in areas like Data Advisory and Technical Implementation as needed
- Promote attendance to relevant industry knowledge sessions
- Assist Sales Managers with contract management, forecasting, and negotiation as needed
- Possess skills in product certifications related to Finance Solutions and Sales & Marketing Solutions
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