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    Customer Success Associate - Chicago, United States - Cleo

    Cleo
    Cleo Chicago, United States

    2 weeks ago

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    Description
    Customer Success Associate

    at Cleo (US)

    Chicago, Illinois

    Cleo is a cloud integration technology company focused on business outcomes.

    Every day, we ensure that each one of our 4,000+ customers' potential is realized by delivering solutions that make it easy to discover and create value through the connections and integration of enterprise applications supporting critical workflows.

    By providing the industry's most complete and flexible integration offerings, we are helping our clients build trusted relationships across their partner ecosystems today, while providing all the control and visibility they need to advance their business tomorrow.

    In a nutshell, Cleo is a rapidly growing category leader in ecosystem integration software and we have experienced tremendous growth over recent years.


    TheCustomer SuccessAssociateworksdirectly withour legacyinstallbaseandour salesteamstoengage our customers in a continuous dialogue and ensure they are both well-informed and happy with the service they are receiving from Cleo.

    It is the primary responsibility of the CSA toengage in account reviews and update our customer base on the innovations and continuous improvements we are making in our product offerings.

    Additionally, it is the CSAs responsibility to check on customer health, as well as manage any small expansion opportunities that may arise.

    What You Will Be Doing

    The essential functions include, but are not limited to the following:

    Engage across the customer journey to ensure satisfaction, growth, and retention

    Design structured cadences and campaigns to maximize engagement

    Develop strategic actions to create a qualified pipeline and utilize Cleo's proven sales methodology to optimize sales cycles, close rates, and revenue generation

    Conduct extensive research and data analysis using approved sales tools

    Intuitively adapt and modify strategies based on findings to maximize customer satisfaction

    Quickly establish rapport with all levels of buyers and partners

    Identify and articulate customer business challenges, goals, and ROI opportunities

    Shorten the sales cycle and boost revenue by actively leveraging Cleo's sales methodology

    Collaborate closely with Cleo's account team and other stakeholders to craft growth plans for each customer.

    Design and implement key account plans with sales metrics and dashboards.

    Monitor progress, make adjustments as necessary, and report regularly on customer success metrics.

    Lead Executive Business Reviews to track customer health and identify opportunities for expansion/conversion to our modern cloud offerings

    Ensure salesforce is up to date with account details, call notes, and next steps

    Act as an escalation point of contact for customer issues, identifying the right Cleo resources or departments to address them, like Services, Support, or Product

    Your Qualifications

    Bachelor's degreeand1-2 years working at an Enterprise Software and/or SaaS Company in Customer Success, Account Management, Onboarding, or a related field

    Experience successfully collaborating with and influencing cross-functional stakeholders and executives

    Proven ability to work in an environment with limited processes

    Excellent communication and presentation skills directed at both business-oriented and technical audiences

    Ability to interface with Sales, Services, Support, Product, and Executive Team is required.


    Cleo Communications, LLC is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status or any other characteristic protected by law.

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