O stanowisku

The Client Success Associate helps organizations replace spreadsheets with governed workflows that support capital, value and governance needs.

Czy do nas pasujesz?

At least 1 year of experience in customer success, account management, client support or another role that involves working with clients
Excellent skills in both writing and speaking, along with confidence in leading client interactions
Capacity to manage many accounts at once while keeping precise records in a CRM
An approach focused on solving problems and the drive to see issues through until they are fixed
Prior experience with performance data or SaaS tools is a plus
Able to pick up new systems quickly and adjust when priorities change

Act as the primary point of contact for a group of client accounts, handling day to day communication through email, phone and chat
Guide new clients through the onboarding process, including account setup, product functionality and recommended usage patterns
Keep watch on the condition of accounts and spot warning signs early that could result in lost customers
Answer client inquiries, look into problems and work with colleagues inside the company to provide resolutions
Produce routine progress reports, usage metrics, and participate in discussions around renewals or additional sales
Gather input from clients and pass on recurring patterns to the product and sales departments

Do negocjacji · Dealstack

Na stronie firmy Dealstack · ~2 minuty