Senior Customer Success Manager

Digital Onboarding, Inc.Boston, MA

About The Position

We are looking for a motivated and customer-focused Senior Customer Success Manager (CSM) to join our dynamic team. As a Senior CSM, you will play a key role in ensuring our customers derive maximum value from our Software as a Service (SaaS) platform, driving adoption, and building long-term relationships that result in customer satisfaction, retention, and net revenue growth. This role requires a proactive problem-solver and a strategic thinker who can guide our customers toward success by understanding their business goals and tailoring solutions to meet their needs.

Requirements

  • 5+ years of experience in customer success, account management, or a related role in the SaaS industry.
  • Proven track record of driving customer engagement, retention, and revenue growth.
  • Strong interpersonal and communication skills with the ability to build trust and rapport with customers.
  • Analytical mindset with the ability to interpret data and translate it into actionable insights.
  • Proficient in CRM software (e.g., Salesforce, HubSpot) and customer success platforms (e.g., Gainsight, ChurnZero).
  • Bachelor’s degree in Business, Marketing, or a related field (or equivalent experience).
  • Customer-centric mindset with a passion for helping customers succeed.
  • Problem-solving and conflict resolution skills.
  • Ability to manage multiple priorities and work in a fast-paced environment.

Responsibilities

  • Customer Relationship Management: Act as the primary point of contact for assigned customers, building and nurturing strong, trust-based relationships.
  • Understand customer goals, challenges, and industry trends to provide strategic guidance and best practices.
  • Proactive Account Management: Monitor customer usage and health metrics to identify opportunities for increased adoption or early signs of churn.
  • Develop and execute success plans aligned with customer objectives.
  • Execute periodic business reviews with strategic customers.
  • Problem Resolution and Advocacy: Serve as a customer advocate, collaborating with internal teams (Product, Support, Sales) to resolve issues and enhance the customer experience.
  • Escalate critical issues and ensure timely resolution to maintain customer satisfaction.
  • Upsell and Renewal Management: Identify and recommend upselling or cross-selling opportunities that align with the customer's needs.
  • Manage contract renewals, negotiating terms and ensuring continued customer loyalty.
  • Feedback Loop: Collect customer feedback and insights to influence product development and improve the overall service offering.
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