Customer Success Manager
New
A
Alta Vista TechnologyB2B Software, ERP, CRM
The role is primarily remote, with the opportunity of a hybrid work schedule if the CSM lives near offices in Royal Oak, MI (Metro Detroit) or Mesa, AZ (Metro Phoenix).Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3-7 years of experience in a customer success or account management role in B2B software
- Required Skills
- Microsoft DynamicsCustomer SuccessHubSpotAccount ManagementCRM
Requirements
- 3-7 years of experience in a customer success or account management role in B2B software.
- Proven track record of strong goal attainment.
- Familiarity with ERP and/or CRM software, specifically Sage Intacct and Microsoft Dynamics (Business Central).
- Excellent CRM hygiene and documentation habits.
- Strong relationship-building skills.
- Ability to manage renewal, support, and review processes.
- Capacity to collaborate effectively with sales and consulting teams.
- 4-year college degree preferred.
Responsibilities
- Proactively engage customers to facilitate business reviews, annual renewals, and ensure they are getting value from the software and services purchased.
- Collaborate with the consulting and sales teams to identify opportunities for products or services that will help customers reach their goals.
- Strategically reach out to customers to encourage upgrades from on-prem to cloud software and generate new sales opportunities.
- Convert customers from legacy perpetual billing to subscription-based billing.
- Coordinate with the marketing team to build customer advocacy through testimonials and reviews.
- Administratively support customer renewals and orders by maintaining CRM documentation, executing quotes, and managing vendor negotiations.
- Maintain thorough, accurate CRM documentation to ensure seamless customer relationship continuity.
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