Senior Client Success Manager

New
WashingtonFull-TimeSenior
Salary not disclosed
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Job Details

Experience
5+ years of experience
Required Skills
Project ManagementSalesforceAccount Management

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.
  • Possess skills in product certifications related to Finance Solutions and Sales & Marketing Solutions.

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.
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