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  1. musicman (musicman@nu.federati.net)'s status on Monday, 04-Feb-2019 14:09:52 EST musicman musicman
    #Minneapolis, !Minnesota

    Customer Success Manager will serve as the primary point of contact for a defined customer base and will proactively work with accounts to ensure customer satisfaction. Customer Success Managers will assist customers during the solution implementation and with all post sale related activity and support. Focus is on ensuring a managed and successful implementation into the customers’ business environment that will translate into increased revenue and customer loyalty. Customer Success managers will work with accounts to renew contracts, participate in the customer reference program, develop migration plans and identify additional service needs. Customer Success Managers will team with Account Executives to build the overall Customer relationship, including identifying additional solution sales. They will coordinate and communicate with other departments within the organization to ensure customer loyalty and profitability. This position will work closely with all internal departments for account maintenance and will help identify and drive upsell and cross sell activities.

    Essential Functions

    Act with integrity in all activities
    Create and maintain a strategic relationship with customers
    Direct point of contact for all implementation-related issues, and resource requirements
    Manage all resources that may go on site, which will include writing the customer success plan (Blueprint) and implementation summaries
    Serve as the primary agent in helping assigned Perfecto customers achieve the agreed implementation goals, including a positive business relationship with Perfecto, and to become and remain a satisfied customer of Perfecto’s solutions and services
    Identify risks on the project and escalate to management as needed
    Understanding Perfecto’s technology, solutions and strategic directions
    Introduce customers to new features and functionality available in Perfecto Solutions
    Identify up sell and cross sell opportunities within assigned customer base
    Work with sales to drive up sell and cross sell
    Renew customer contracts to meet and exceed corporate goals
    Develop reference accounts within the assigned customer base
    Prepare quotes and legal documents for approval by applicable manager using Perfecto proposal templates
    Assist to resolve and help eliminate account receivable issues
    Understand company sales processes and utilize sales automation system(s)
    Utilize all company resources effectively
    Participate in preparation and recruitment for User Conference(s)
    Complete all required reports on a timely basis. Submit expenses on a timely basis
    Coordinate with others to ensure customer satisfaction
    Monitor, follow up, and report on competitive activities, market conditions and opportunities


    Required Education and Skills

    Bachelor Degree in Business or related field or equivalent work experience
    5 – 7 years’ experience in software implementation, Customer Success management, support, sales or related experience
    Minimum 1 year software or related sales experience
    Prior experience working with coordinating the efforts of multiple parties to meet project goals
    Proven ability to develop and maintain effective internal and external business relationships
    Excellent planning, time management, communication, decision-making, presentation and organization skills
    Proven ability to learn and comprehend technologies and their impact on business
    Ability and aptitude for continuous learning and knowledge building on key customer industry issues
    Excellent oral and written communication and strong interpersonal skills
    Self-motivated, goal-oriented team player
    Working experience with software, including: Word, Excel, Project, Outlook, PowerPoint, NetSuite, SalesForce.com, etc.
    Professional appearance and business maturity
    Customer Success Management (Client Management) experience preferred
    Knowledge of Dev OP’s Fundamentals preferred
    In conversation Monday, 04-Feb-2019 14:09:52 EST from nu.federati.net permalink
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