Mid Market CSM

WeaveLehi, UT
Hybrid

About The Position

The role of a Mid Market CSM is to work with a portfolio of customers to drive adoption, increase satisfaction, add revenue, mitigate risk, and identify customer needs in order to increase loyalty and retain business on a one-to-many scale. This position will also include coaching, mentoring and supporting the team in teaching best practices. This position will be hybrid (remote/in office) Reports to: Director of Enterprise Customer Success

Requirements

  • Demonstrate Weave's core values
  • Contribute to a positive work environment and team culture
  • Ability to demonstrate ethical behavior and decision making at all times
  • Ability to work in a fast-paced environment while maintaining a friendly and professional demeanor
  • Ability to build relationships with a wide variety of both customers and internal stakeholders
  • Ability to function as a consultant for the customer and balance that with the needs of the business
  • Excellent written and verbal communication skills
  • Ability to handle multiple projects at once and prioritize each respectively
  • Proactive problem solving skills
  • Extensive experience in customer-facing roles
  • Previous Customer Success experience

Nice To Haves

  • A positive attitude with a willingness to contribute where needed
  • Bachelor’s degree preferred
  • Experience in Salesforce, Zendesk and Google Suite and Planhat (not necessary, but nice to have)

Responsibilities

  • Book of “Priority” Accounts
  • Able to collaboratively address and tailor solutions to the customer’s needs.
  • Establish oneself as a trusted advisor integral to the customer’s success.
  • Welcome both new and existing customers to Customer Success and set proper expectations for success
  • Conducts a comprehensive review of industry trends and the customers latest developments.
  • Offering insights and guidance tailored specifically to the customers competitive environment
  • Set up and perform regular Introduction calls, Account Reviews, and Business Reviews, making recommendations to Weave’s products & Services
  • Collaboratively work across departments to find solutions for customers
  • Provides unique, actionable insights that the customer hasn’t considered before becoming more of an “advisor” than “vendor”
  • Ability to understand not just the product, but market landscape, competition and how the product fits into broader industry trends.
  • Work in conjunction with the upsell team to drive more revenue per customer
  • Ability to use metrics and data to support their positions and quantify value, thereby making negotiations more objective
  • Ability to create complex reports and dashboards that provide actionable insights, beyond just tracking KPI’s.
  • Impact retention by helping customers see the value in what they are paying for, and help turn them into champions
  • Maintain consistent updates in Salesforce and Zendesk to provide an accurate overview of customers' current state.
  • Has a deep understanding of industry trends, challenges, and opportunities, often providing value by informing customers of ways to innovate and stay ahead of the curve.
  • Work with our support team to identify deficiencies in the process and current customer support needs
  • Constantly looking for new ways to improve customer success processes, customer experience, and internal operations.
  • Participate in special projects as needed and directed by your team lead
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