Associate Customer Success Manager

IdeagenFort Lauderdale, FL
Hybrid

About The Position

The Associate Customer Success Manager is an entry-level role supporting the delivery of effective customer success plans and helping customers realise value from Ideagen solutions. Working closely with experienced Customer Success Managers and cross-functional teams, this role contributes to strong customer relationships, smooth onboarding experiences, and proactive retention activities. The position provides hands-on exposure to the full customer lifecycle and is designed to build the core skills and knowledge needed for a long-term career in Customer Success.

Requirements

  • You have experience in a customer-facing role such as customer service, support, or sales
  • You are comfortable communicating with a wide range of stakeholders and can explain solutions clearly and professionally
  • You enjoy building relationships and are motivated by helping customers achieve their goals
  • You are organised and able to manage multiple priorities in a fast-paced environment
  • You have experience using CRM systems, with Salesforce experience considered an advantage
  • You are confident using Microsoft Office tools, particularly Excel, and are open to learning new systems and software
  • You show curiosity, learning agility, and a collaborative mindset when working with colleagues and customers

Nice To Haves

  • You have experience using CRM systems, with Salesforce experience considered an advantage

Responsibilities

  • Supporting a portfolio of small to mid-sized customer accounts under guidance from senior team members
  • Assisting with stakeholder mapping to identify key users, decision-makers, and influencers within customer organisations
  • Taking part in regular customer check-ins, health reviews, and success milestone tracking
  • Supporting customer onboarding activities, including initial training and product configuration
  • Monitoring customer usage and adoption data to help identify risks or opportunities for improvement
  • Maintaining accurate and up-to-date customer records, interactions, and renewal information within Salesforce
  • Escalating at-risk accounts or complex issues to senior colleagues in a timely and structured way
  • Collaborating with Sales, Support, Product, and Finance teams to ensure a consistent customer experience

Benefits

  • Benefits at Ideagen
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