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    Customer Success Manager - Scottsdale, United States - Investorlift

    Investorlift
    Investorlift Scottsdale, United States

    2 weeks ago

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    Description

    Job Description

    Job DescriptionSalary:

    At Investorlift, the success of our clients is paramount to the continued success of our data driven SaaS platform, and every interaction with our clients will lead to a greater depth of understanding of the tools available to them to leverage the power of our platform. As a Customer Success Manager, you will be the first point of contact for any issues that may arise, and are ultimately responsible for ensuring our clients are utilizing Investorlift to their greatest potential.

    The ideal candidate for the Customer Success Manager possesses a comprehensive skill set to ensure a smooth and consistent source of information and support for our top clients on our SaaS platform. You must be technically proficient, demonstrating a deep understanding of the platform's features and the capability to troubleshoot common issues. Your ability to communicate both verbally and in writing must be stellar, conveying complex technical information in a simplified manner, catering to clients with varying degrees of tech-savviness.

    Responsibilities

    • Developing and managing value based relationships with a portfolio of Investorlift's highest value accounts while maintaining net positive retention;
    • Maintaining high levels of customer engagement and satisfaction with a focus on customer adoption and workflow optimization to drive strong renewal and upsell targets;
    • Partnering with our customers to deliver an exceptional customer experience and support predictable growth for our business by acting as a trusted business partner;
    • Understanding client needs and how our product solutions not only fit in but enhance our client's experience;
    • Managing an effective feedback loop for customer needs through cross-functional interactions with Sales and Onboarding teams;
    • Delivering regular Business Reviews to demonstrate value and ROI to customer base;
    • Managing and de-escalating customer escalations and working with connective teams to resolve issues;
    • Developing Customer Success assets, working collaboratively with Product Development, Marketing, and Sales teams to establish and refine customer materials and solutions;
    • Providing in depth and thorough product demonstrations to drive additional growth opportunities;
    • Partnering with Sales teams to assist in closing new customers

    Requirements

    • Self-motivation, collaboration skills, and passion for exceeding customer expectations;
    • Strong communication and relationship building skills,
    • Ability to prioritize, multi-task, and perform optimally in a fast paced environment;
    • Proactive customer management and sales instincts with a drive to promote revenue and growth;
    • Highly effective at leading and facilitating executive meetings and workshops;
    • Experience with account planning, managing and executing customer success plans;
    • Adaptable and growth oriented mindset open to delivering and receiving feedback;
    • 3+ years of customer-facing experience in a B2B/Enterprise SaaS environment as a Customer Success Manager, Account Executive/Manager, Sales Engineer.
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