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Customer Success Strategist
2 weeks ago
About This Role
">We are seeking a dedicated Customer Success Manager to join our team. As a Customer Success Manager, you will play a pivotal role in ensuring our most strategic customers realize maximum value from their investments.
">Your primary responsibility will be to guide these customers through their journey, maintain consistent engagement, and ensure they achieve their goals and derive measurable value from our solutions.
">- ">
- Proactively manage named accounts and be accountable for engagement and satisfaction over the lifetime of the customer.">
- Establish relationships with key stakeholders, ensuring regular check-ins to understand and promptly address client needs and concerns.">
- Develop and maintain strategic Success Plans that align to value milestones and customer-defined business outcomes.">
- Partner with customers to build joint plans for success, maintaining a detailed understanding of their business to achieve high levels of customer satisfaction, engagement, and adoption of our technologies.">
- Monitor customer analytics and KPIs to reinforce the value of the customer solution, identify areas to improve customer experience, and optimize the solution.">
- Facilitate Executive Business Reviews (EBRs) in collaboration with Account Management, using the Success Plan and business case to demonstrate impact, value delivered, and opportunities for growth.">
- Deliver an outstanding customer experience to support our brand promise of delivering superior outcomes and to support and identify cross-sell and upsell of services and products.">
- Actively monitor customer engagement signals and sentiment; log risks and opportunities in CRM and trigger internal playbooks where applicable.">
- Support collaboration across Sales, Support, Product, Renewals, and Professional Services to ensure continuity and strategic alignment.">
- Act as an escalation point for high-impact customer issues when necessary, ensuring appropriate teams within our organization are engaged for quick resolution.">
- Work within the wider CSM team to implement scalable programs and process improvements to drive efficiency of internal customer success processes and improve customer experience.">
Requirements
">- ">
- A minimum of 3 years of experience in customer success, technical account management, sales engineering, or similar role responsible for driving customer success and product/service adoption.">
- A minimum of 3 years of experience in customer management within AI and data solutions, focusing on growth, adoption, retention, and issue resolution at both the business owner and senior executive levels.">
- Excellent organizational skills and ability to establish milestones and keep success plans on task.">
- Adept at handling internal and external escalations.">
- Exceptional ability to communicate and foster positive business relationships, and comfortable facilitating change and being accountable for driving success with customers.">
- Experience in leading, adopting, and driving change internally or externally.">
- Experience in identifying, translating, and prioritizing customer issues and needs into business or solution requirements.">
- Demonstrated success as a trusted advisor to senior executives in large organizations and ability to build success plans.">
- An understanding of how organizations measure value realization and drive revenue. Experience in recurring revenue sales models and renewal processes is an advantage.">
What Will Make You Stand Out
">- ">
- Experience in transformational Customer Success projects or experience where products shift from On-Premise to subscription or SaaS.">
- Previous Customer Success experience in a company with B2B Software.">
- Proficiency in customer success tools (e.g., Gainsight, Totango) and CRM systems (e.g., Salesforce) to manage customer health, success plans, and engagement tracking. Experience with AI prompting and leveraging AI tools to streamline processes.">