Customer Success Advocate

Crisis Prevention Institute•Milwaukee, WI

2d•$60,000 - $65,000•Hybrid

About The Position

The Customer Success Advocate (CSA) serves as the driving force behind building enduring partnerships with CPI’s most strategic accounts. Through proactive relationship management and a relentless commitment to service excellence, the CSA anticipates customer needs, ensures account retention and growth, and transforms every interaction into an opportunity for mutual development.

Requirements

Bachelor’s degree
Three years or more of work experience in customer success, account management, or a similar role
Proficiency with Microsoft Office suite products (Word, Excel, PowerPoint)
Excellent interpersonal skills, with a focus on building and maintaining positive relationships with customers and cross-functional teams
Demonstrated innovative thinking and a proactive approach to problem-solving
Exceptional professional communication and presentation skills, with the ability to convey complex ideas clearly and effectively
Strong analytical skills with a proven ability to identify challenges and implement efficient, data-driven solutions
Highly detail-oriented and organized, capable of managing multiple priorities and meeting tight deadlines in a fast-paced environment
Willingness and ability to travel as needed to support customer engagements or internal initiatives

Nice To Haves

Experience working with executive leadership teams
Experience working with client relationship management (CRM) software

Responsibilities

Forge powerful partnerships with CPI’s 10+ largest strategic accounts, drive deeper engagement, and unlock new growth opportunities.
Continuously update and leverage each account’s Strategic Action Plan, using data-driven insights such as account health indices, contact lists, usage reports, and satisfaction surveys to inform account strategy and maximize customer success.
Deliver measurable results by achieving account growth and performance targets, directly contributing to departmental and organizational success.
Identify and pursue upselling and cross-sell opportunities, partnering with Account Executives to expand the reach and value of managed accounts.
Establish trust through consistent, meaningful communication and regular meetings with account contacts.
Respond promptly to all communications and proactively conduct account research to anticipate customer needs and resolve issues before they arise.
Guide customers through legal requirements, offering strategic advice to ensure compliance and peace of mind.
Collaborate seamlessly across Marketing, Sales, Accounting, Customer Care, and other teams to deliver exceptional customer experience.
Perform other position-related duties as needed.