What are the responsibilities and job description for the Client Success Manager position at Notified?
Notified is hiring a Client Success Manager to join its Client Success Organization. If you have experience as a Client Success Manager (CSM), this could be the next step in your career! As the world’s only communications cloud for events, public relations and investor relations, the Client Success Manager will be responsible for retaining and driving the growth of our customer base through a variety of client engagement functions. Candidates with Success experience in a SaaS environment will be highly considered.
Essential Duties:
Client Success Management Function - Execute a variety of client engagement functions in order to improve client capabilities and to support successful fulfillment of client business goals; while ensuring adherence to established company and departmental policies and procedures
- Develop, execute, and coordinate strategic plans (i.e. Get-Well Plans, Remediation Plans, etc.) to improve client success and capabilities by supporting the client's business goals
- Research and investigate any client issues that could negatively impact client success or capabilities and coordinate remediation plans with appropriate internal stakeholder
- Analyze client program performance to provide consultative advice regarding business solutions
- Serve as a client advocate ensuring quality and delivery of service ensuring all client or internal issues are followed through to resolution in a timely manner
- Analyze client complaints and/or internal concerns which will include researching and collecting data, acting as a liaison for internal and external stakeholders, troubleshooting and compiling lists of alternative solutions in order to determine the best course of action
- Partner with internal stakeholders on assigned client's business goals, potential client concerns, and revenue impacting issues
- Continuously keep up to date on industry client engagement best practices, measuring systems, development functions, etc. and provide feedback where opportunities exist
Client Renewal and Outcomes - Responsible for being incredibly focused on client outcomes and retention for each contract renewal.
- Drive retention and growth among our most valuable customers by understanding their business needs and helping them succeed
- Collaborate closely with Sales to support pilot customers, renewals, and expansion opportunities
- Represent the voice of the customer to inform our sales process and product roadmap
Problem Resolution - Proactively oversee the activities involved in quality resolution of problems related to area of responsibility
- Respond with a sense of urgency to problems escalated to employee's level
- Escalate to supervisor any situation outside the employee's control that could adversely impact the services being provided
- Place the highest priority on providing quality service by ensuring the unique needs of internal/external customers are met
- Ensure quality resolution and thorough and accurate documentation of issues
- Provide analysis and feedback to management staff and appropriate departments regarding recurring problems, recommending improvements aimed at reducing future occurrences of problems
- Participate in creating, administering, and continuously updating procedures for resolution of all related issues
Client Satisfaction - Establish an excellent working relationship with assigned client and continuously strive to improve the level of overall service that Notified is providing
- Participate in client meetings and conference calls in order to identify issues and make recommendations on how to eliminate future occurrences
- Serve as a client advocate ensuring quality and delivery of service ensuring all client or internal issues are followed through to resolution in a timely manner
- Maintain current and up-to-date knowledge of clients
- Escalate to management any situation outside the employee's control that could adversely impact the service provided to the client
- Provide feedback to management when client expectations appear to be unreasonable or unrealistic and recommend feasible solutions
- Identify any obstacles to providing the highest quality customer service and communicate constructive feedback to management
Client Relationships - Establish an excellent working relationship with clients, continuously striving to improve the business relationship and level of overall service Notified is providing
- Proactively offer consultative advice to management, detailing how program may be enhanced
- Ensure the unique needs of the client are understood and identify improvements needed to enhance business relationships, increase revenue, and exceed the client's expectations
- Perform quality review of services provided
- Review trends and customer complaints to evaluate efficiency of work flow and current methods and procedures
- Identify trends indicating the need to revise existing methods and procedures
Team Interface/Customer Service - Establish and maintain a professional relationship with internal/external customers, team members and department contacts
- Cooperate with team members to meet goals or complete tasks
- Provide quality customer service that exceeds customer expectations and improves level of service being provided
- Treat all internal/external customers, team members and department contacts with dignity/respect
- Escalate to supervisor any situation outside the employee's control that could adversely impact the services being provided
Mental and Physical Requirements
- This position will be exposed mainly to an indoor office environment and will be expected to work near or around computers, telephones, and printers
- The nature of the work in this position is sedentary and the incumbent will be sitting most of the time
- Essential physical functions of the job include typing, grasping, pulling hand over hand, and repetitive motions to utilize general computer software/hardware continuously throughout the work day
- Essential mental functions of this position include concentrating on tasks, reading information, and verbal/written communication to others continuously throughout the work day
Related Duties as Assigned
- The job description documents the general nature and level of work but is not intended to be a comprehensive list of all activities, duties, and responsibilities required of job incumbents
- Consequently, job incumbents may be asked to perform other duties as required
- Also note, that reasonable accommodations may be made to enable individuals with disabilities to perform the functions outlined above
- Please contact your local Employee Relations representative to request a review of any such accommodations
Minimum Qualifications:
Education
- Bachelor's degree from an accredited college or university with major course work in business administration, communication, project management, marketing, or a related field required
- Equivalent work experience in a similar position may be substituted for educational requirements
Experience
- Minimum 4 years increasingly responsible customer service, account management or client development experience required to include providing service to top level clients
- Minimum 2 years' experience in preparing various business analyses preferred (e.g., Scorecards, SWOT, Reverse Engineering, Communication Plans, ROI, Total cost of Ownership, etc.)
- Minimum 2-year project lead or supervisory experience preferred
Other
- Intermediate knowledge of Word, PowerPoint, and Excel required
- Based on department need, up to 10% travel time may be required
Equal Opportunity Employer/Veterans/Disabled
ABOUT US
Our Company has sales and/or operations in the United States, Canada, Europe, the Middle East, Asia Pacific, Latin and South America and is an Equal Opportunity Employer – Veterans/Disabled and Other Protected Categories. Our Company welcomes and encourages applications of individuals with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
ABOUT THE TEAM