Enterprise Customer Success Manager

Ivo•San Francisco, CA

4d•Onsite

About The Position

We are seeking a skilled and dedicated Customer Success Manager with a background in SaaS in customer success or account management. This role is central to ensuring that our customers derive maximum value from our product. This position involves onboarding, supporting, and ultimately guiding customers to achieve their use cases and business objectives.

Requirements

3-6 years of experience in a SaaS customer success or account management role
Proven track record of working with mid-market to enterprise customers.
Exceptional communication and interpersonal skills: you’re presentable, pleasant, and confident in driving conversations.
Strong understanding of customer success strategies, retention planning, and value-based selling techniques.

Nice To Haves

experience in legal tech or with legal professionals is a strong plus.
Experience working in a startup environment is preferred but not required.

Responsibilities

Lead customers through the onboarding process and establish success plans tailored to their goals and requirements.
Act as the primary contact for customer inquiries, providing timely and effective resolutions to ensure optimal product usage.
Take over customer accounts and manage them to achieve long-term retention and satisfaction; act as the “quarterback” for assigned accounts, overseeing all aspects of their experience.
Provide product demonstrations, lead training sessions, and guide customers through best practices, ensuring they become experts in our solution.
Develop and present resources such as support articles, best practices, customer documentation, and conduct regular business reviews to ensure the continued success of our users.
Create and implement recovery plans and customer success plans to emphasize our product’s value and secure renewals and upsells.
Have an in-depth understanding of your customers’ problems and environment in order to address them and deliver customer value.
Serve as a trusted advisor by building relationships across your portfolio of customers, engaging with customers regularly, managing escalations and conducting regular meetings.
Drive user-level adoption of the platform throughout customer engagements to help maximize usage.
Serve as the voice of the customer internally by advocating for the most significant challenges our customers face.