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    Customer Success Manager - Remote, United States - ProcessUnity

    ProcessUnity
    ProcessUnity Remote, United States

    2 weeks ago

    Default job background
    Full time
    Description

    ProcessUnity is seeking a customer-centric and highly motivated individual to join our Customer Success team. The Customer Success Manager (CSM) is responsible for building strong relationships, maintaining expert product knowledge, using project management and organizational skills, and employing a high degree of empathy to ensure customer satisfaction with ProcessUnity's products and services.

    You will maintain a deep understanding of our solutions and present to customers about the most relevant features/functionality for their business needs in order to drive fast adoption/ROI and maintain ROI throughout the customer lifecycle. You will be expected to meet and exceed net revenue retention (both retention and expansion). This is a cross-functional role, working closely with Product, Sales, Marketing, Professional Services, Customer Support, and other teams to close the feedback loop on customer and market needs.

    What You'll Do:

    • Develop and maintain long-term relationships with stakeholders in your account portfolio.
    • Work with your account teams to plan and execute long term account plan needs to facilitate retention and growth via product and new business unit expansion.
    • Support initial onboarding of accounts with customers, ensuring strong adoption/ROI and ongoing engagement throughout the customer's lifecycle.
    • Serve as product, company, and industry ambassador while educating prospects and customers on ProcessUnity capabilities.
    • Work cross-functionally with Product, Sales, Marketing, Professional Services, Customer Support, and other teams to resolve customer business issues and work towards their stated goals.
    • Manage customer feedback and product needs by providing feature requests to internal partner teams.
    • Conduct timely quarterly, bi-annual and annual Business Reviews to ensure customers optimize our product, issues are resolved proactively, and goals are met.
    • Evaluate and mitigate risk for each customer and proactively address concerns to avoid lost business and ultimately drive retention.
    • Identify and prioritize product updates that reflect customer requests as well as industry and competitor trends, and report to key stakeholders.
    • Provide insight and relay the voice of the customer with internal teams, including Sales, Services, Marketing, Product, Customer Support, Operations, Finance and Engineering.
    • Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal and account growth.
    • Develop and share best practices with team members to continually improve the quality, effectiveness and efficiency of our processes.
    • Drive renewal and revenue growth through increased product adoption and usage.

    Desired Experience & Skills:

    • Bachelor's Degree required. MBA or equivalent experience strongly preferred.
    • 6+ years experience in a Customer Success/Account Management role servicing enterprise accounts.
    • Understanding of Third-Party Risk strongly preferred.
    • Strong project management skills.
    • Understanding of enterprise SaaS business motions and customer lifecycle.
    • Proven experience in building strong customer relationships at all levels of management and effectively communicating internally/externally.
    • Proven track record of meeting and exceeding targets.
    • Excellent written/verbal communication skills for technical and non-technical audiences.
    • Ability to multi-task, prioritize and perform under pressure.
    • Top-notch organizational and analytical skills, especially with tools such as Salesforce and Gainsight.
    • Self-motivated and high accountability for delivery and commitments.
    • Able to be self-sufficient and also work as part of a team.
    • Ability to travel as needed, up to a maximum of 15%.

    Salary range: $90,000 - $120,000 OTE

    ProcessUnity is committed to providing an inclusive and equitable workplace where people of all backgrounds, identities, and life experiences can thrive. ProcessUnity is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.

    Learn more about us at

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