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Full Circle Insights is Hiring a Customer Success Manager Near San Antonio, TX
The Full Circle Insights team is made up of former Salesforce executives, marketing experts, product managers, and automation specialists who understand how valuable data is - and how frustrating it can be to get. Our powerful, native-to-Salesforce solution empowers companies to easily create attribution models, measure sales and marketing funnels, and align company-wide.
Our Core Values Our Core Values:
- Be Transparent
- Transparency is a way of life. To truly Be Transparent you must be candid and honest with everyone to gain trust and build relationships
- Build Bridges,
- Building Bridges connects people. It creates trust, builds relationships, and generates growth opportunities both professionally and personally
- Do It Now
- Do It Now honors the importance of requests and questions, clears lingering tasks, and helps us focus on core actions that change the business
Requirements This Role Full Circle Insights is looking for Customer Success Managers with a focus on retaining and growing with customers through adoption, training, and the renewal process -with a focus on executive relationships. This role combines a revenue and value focus with a deep understanding of client needs and product capabilities to ensure clients are recognizing value- ultimately driving client satisfaction and maximizing the value derived from our solutions.
This role is responsible for proactively understanding where a client is at and what they need. The day to day will be proactively communicating and building relationships with executive sponsors with our clients, teaching and recognizing value, and renewing clients. To do this, you will need to learn the product, the value, and be professionally persistent both internally and with clients.
You will be responsible for understanding where clients are at any point of the journey and act as an internal client advocate. You will work closely with internal teams including implementations, support, sales, finance, and product.
In this position, interpersonal skills are just as important as technical expertise. Full Circle's customers have adopted a data-first approach to their marketing efforts. As a Customer Success Manager, you'll help them understand what to do with that data — and why — as you guide them through onboarding, business process reviews, implementation, and deployment.
The role reports directly to the VP of Customer Success.
Customer-Facing Responsibilities
- Frequent proactive outreach to each client's executive sponsor
- Guide customers through the client journey of their Full Circle products
- Deep understanding of each organization
- Advise customers on best practices for integrating Full Circle Platform with their existing processes and tools
- Lead collaborative business and technical review sessions with customers
- Facilitate internal discussions and decisions advocating for your client
- Understand the technical tasks of platform implementation, including customizations, configurations, integrations, deployment, and testing
- High emotional intelligence with an analytical, detail-oriented mindset
- Extensive experience across the Salesforce product suite
- Proficiency and comfort working with Salesforce reports and dashboards
- Ability to understand Marketing Operations requirements
- Proven ability to design, optimize, and integrate business processes across systems
- Salesforce declarative development experience
- Genuine interest in helping customers succeed
- Clear, precise communication and active listening skills
- Willingness to build consultative skillset
- Deep and Strategic Technical Understanding - Understanding and clarification of client goals and building efficient processes to help achieve a client's success. Will need to have an understanding of how to deploy our products quickly and efficiently and make strategic recommendations
- Account Ownership: "The buck stops here" mentality. Though you will often need to engage other parts of the organization to find an internal solution, you will take full ownership of the clients
- Forecasting: Lead end-to-end understanding of where clients stand from a health standpoint months ahead of renewal
- Client Engagement: Serve as the primary point of contact for clients from a long-term perspective. Build strong relationships with key stakeholders, understand their unique requirements, and proactively address concerns to foster trust and satisfaction
- Requirements Analysis: Collaborate with clients to gather and analyze requirements, translating business needs into actionable project plans and technical specifications. Ensure alignment between client expectations and solution capabilities to drive value realization
- Solution Configuration: Work closely with internal teams to configure our products/services according to client specifications. Provide guidance on best practices and customization options to optimize solution fit and functionality
- Training and Adoption: Develop and deliver training programs to empower clients with the knowledge and skills needed to maximize the value of our solutions. Drive user adoption through effective change management strategies and ongoing support
- Performance Monitoring: Establish key performance indicators (KPIs) and success metrics to track the impact of our solutions post-implementation. Continuously monitor performance and identify opportunities for improvement to enhance client value over time
- Risk Management: Anticipate and mitigate potential risks and obstacles that may impact renewal success or client satisfaction. Implement contingency plans as needed to minimize disruptions and ensure project continuity
- Cross-Functional Collaboration: Collaborate closely with sales, product management, development, and support teams to facilitate knowledge transfer, gather feedback, and drive product enhancements based on client insights and market trends
- Bachelor's degree in a relevant field
- 2 years of experience in marketing operations systems
- Active Salesforce certification (Advanced Administrator, Service Cloud, and/or Sales Cloud), or relevant experience
- Familiarity with the Salesforce data loader
- Knowledge of marketing automation programs
- Experience using Amazon Web Services (AWS)
- Strong understanding of project management methodologies (e.g., Agile, Waterfall) and tools (e.g., JIRA, Trello)
- Excellent communication and interpersonal skills, with the ability to effectively engage with clients and internal stakeholders at all levels
- Solid problem-solving and decision-making abilities, with a focus on driving results and delivering exceptional client value
- Experience in the software or technology industry is preferred, with a working knowledge of relevant technologies and platforms
Benefits Benefits
- The chance to work with innovative and progressive technology
- Company-paid health, dental, and vision insurance
- Start-up environment with a proven playbook
- Medical and dependent care flexible spending accounts
- Company Short-Term Disability coverage
- Company-paid Life and AD&D coverage with the option to purchase additional coverage
- Open PTO policy
- 9 paid public holidays each year
- 401(k) matching plan
Job Summary
Full Time
$70k-93k (estimate)
04/23/2024
05/11/2024
fullcircleinsights.com
San Mateo, CA
100 - 200
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The following is the career advancement route for Customer Success Manager positions, which can be used as a reference in future career path planning. As a Customer Success Manager, it can be promoted into senior positions as a Customer Success Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Success Manager. You can explore the career advancement for a Customer Success Manager below and select your interested title to get hiring information.
If you are interested in becoming a Customer Success Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Success Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Success Manager job description and responsibilities
Having a customer success manager overseeing the onboarding process helps with retention.
01/03/2022: Pueblo, CO
Customer success managers should have strong organization and presentation skills, but those things can be taught.
12/19/2021: Modesto, CA
They monitor their customers’ happiness closely so that they are able to offer solutions before problems occur.
02/13/2022: Everett, WA
Take time to understand what each customer needs and help customers take the shortest route possible.
01/23/2022: San Jose, CA
The customer success manager characterizes himself with being organized, presentable and acquiring technical skills.
01/07/2022: Minneapolis, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Success Manager jobs
Customer success managers are both salespeople and support professionals.
12/15/2021: Las Cruces, NM
During the operational stage (also known as “Business as usual), Customer Success Managers often provide technical know-how, expertise, and training to customers with the goal making them successful and keeping them satisfied with the business’s products
01/02/2022: Longview, TX
A good Customer Success Manager must have a thirst for knowledge, the ability to learn quickly and easily grasp new software applications.
02/21/2022: Pueblo, CO
Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs.
12/22/2021: Temple, TX
Customer Success Managers must be strong, natural advocates.
02/15/2022: Clearwater, FL
Step 3: View the best colleges and universities for Customer Success Manager.
