Customer Success Manager - Clearwater, United States - DocuPhase

Description

Job Description

Job Description

DocuPhase is looking for a highly motivated, detail-oriented, and driven Customer Success Agent.

In this position, you will be involved in all aspects of the customers success; setting up and using DocuPhase software.

We want you to bring your work ethic and drive to help us continue making DocuPhase an industry leader in accounts payable automation software.

Founded by leaders of the cloud-based financial solutions in the fintech space, we believe that the accounting process can be revolutionized.

Through our financial technology innovation, we are creating a transformative experience for financial professionals, helping them work more efficiently and effectively.

We are looking for dynamic and high-performance individuals that share our passion for the power of technology to transform and deliver customer experience excellence.

Come work with us
DocuPhase Customer Success Agents are expected to perform (but are not limited to) the following tasks:
Establish clear client retention goals
Process milestones for the clients and employees to work toward
Assist customers with setting up and navigating programs or software
Promote the value of the product
Upsell services and products with the brand image
Promote value through customer experience
Assist in creating training courses and educational materials
Review customer complaints and concerns and seek to improve the customer experience
Any other actions deemed necessary and required by management.

Qualifications:
Bachelor's Degree or equivalent experience in Customer Success, Customer Support, Sales, Business Development or Account Management or related field.
Proven work experience as a Customer Success Manager or similar role
Experience working with brand image and promoting value through customer experience
Exceptional ability to communicate and foster positive business relationships
Technical skills required, as they relate to the use of the product or service
Accountability and personal organization are essential
Experience in managing a diverse group and training each according to company standards
A communications or marketing degree is preferred

Extra Bonus:
Consulting or business development experience
Experience in the finance world
Have Saas experience

We Have:
A top notch, robust SaaS application
A team of hard working, fun people to work with
An open mind for new ideas and methodologies
Company provided lunches
Growth opportunities
Opportunities for Certifications

Benefits:
Health Insurance, Dental, Vision, 401-k, Paid time off; Vacation, Sick and Holidays

Job Type:
Full-time

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