Customer Success Team Lead (Implementation)
New
D
DatarailsFinance software
100% remote-based anywhere in the United States., Work your local time zone.Full-TimeLead
SalaryBase compensation - The target base salary range will be between $120k - 150k USD per year
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Job Details
- Experience
- 5+ years of industry experience and/or 18 months of experience at Datarails, ideally in a customer-facing role.
- Required Skills
- Customer Success
Requirements
- Have 5+ years of industry experience or 18 months of experience at Datarails, ideally in a customer-facing role.
- Be able to operate independently and work with management to improve organizational operations.
- Have a history of building and maintaining strong collegial relationships.
- Have experience sharing knowledge and mentoring team members; onboarding-buddy experience is preferred.
- Demonstrate strong communication skills, including navigating difficult conversations, raising concerns, and asking questions.
- Have strong customer skills and be prepared to act as an escalation point for the team.
- Be able to take point on challenging customer implementations.
- Have an in-depth understanding of Datarails products, sales, and processes.
- Have a demonstrated track record of success in a current role at Datarails.
- Have strong relationships with key internal stakeholders and a deep understanding of the company's customer base.
Responsibilities
- Manage, hire, train, and coach a team of implementation CSMs.
- Mentor team members through regular 1:1s, growth discussions, performance reviews, and constructive feedback.
- Oversee multiple implementation projects and serve as the technical focal point.
- Manage implementation project plans, timelines, and scoped hours.
- Review and approve implementation conclusions and handoffs to the live team.
- Identify and escalate project risks and issues to CS leadership and teams including Sales, Product, and RnD.
- Act as an escalation point for customer issues and support customer calls to determine next steps.
- Conduct customer status meetings, share project updates, and check implementation progress and feedback.
- Collaborate with Sales, the live team, and Product to improve the customer journey and provide feedback on customer needs and product enhancements.
- Improve implementation processes, including the implementation playbook and subprocesses.
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